Financial Planning Assistant

**About Financial Divisions**Wealth management is a key service offering for our client, a boutique financial planning practice with a strong presence in South Buckinghamshire. For over 20 years, they have been providing high-quality financial advice to their private clients, a diverse group of business professionals, retirees, accumulators, and families....

We are seeking a skilled Financial Planning Assistant to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working 4 days a week, allowing for a great work-life balance.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be...

We are seeking a skilled Financial Planning Assistant to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working 4 days a week, allowing for a great work-life balance.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be...

We are seeking an experienced Financial Planning Administrator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.The successful candidate will provide first-class support to our Financial Planning team, ensuring the smooth running of administrative functions within the business.Key Responsibilities:Supporting the...

We are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for the efficient and accurate processing of business and delivering a first-class service to our clients.The ideal candidate will have a minimum of 2 years of experience working with high net worth UK...

We are seeking a highly skilled Financial Planning Coordinator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.The successful candidate will be responsible for the efficient...

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team.This company illuminates their client\u0027s financial world. Building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...

Role OverviewWe are seeking an experienced Financial Planning Operations Coordinator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.About the RoleThe successful candidate will provide first-class support to our Financial Planning team, ensuring seamless implementation of new business, effective communication with...

About UsWe are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. Our team is passionate about providing exceptional client service and support.Job DescriptionThis role offers flexible home working 4 days a week, allowing you to achieve a great work-life balance while being part of a dynamic team.The successful...

We are recruiting for a Financial Planning practice in Gerrards Cross seeking an experienced IFA Administrator to join their team.The company illuminates clients' financial worlds, building clarity and confidence. They optimise every experience for their clients.ResponsibilitiesThe IFA Administrator is responsible for efficient and accurate business...

About the Role:We are seeking a skilled Financial Planning Support Specialist to join our team at Eden Resourcing. As a Senior Financial Services Coordinator, you will play a key role in providing holistic support to our Financial Advisers.Key Responsibilities:Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain...

Job OverviewWe are seeking a highly motivated and organized Trainee IFA Administrator to join our team at Salisbury Financial Services.Key ResponsibilitiesProvide administrative support to our advisory and technical teamObtain illustrations, key features documentation, and other required documents from platforms and providersReview meeting preparation,...

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their administrative team.This company illuminates their clients' financial world by building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...

Job DescriptionAt Mellis Blue Ltd, we are looking for a highly skilled Audit & Accounts Senior to join our team. The successful candidate will have significant experience in statutory audit, bookkeeping, and statutory accounts preparation.Key Responsibilities:Conduct statutory audits and bookkeeping for clients.Prepare statutory accounts and financial...

Job Title: Trainee IFA Administrator - Adviser SupportLocation: Gerrards CrossJob Type: Full Time, PermanentSalary: £25,500 per annumThis is a fantastic opportunity to begin your career in the financial services industry with a well-established and reputable company.As a Trainee IFA Administrator, you will provide administrative support to the advisory and...

Senior Administrator RoleWe are seeking an experienced financial planning administrator to join our close-knit team at Eden Resourcing.This role offers a competitive package and opportunities for development in a dynamic and forward-thinking firm.Key Responsibilities:Issue signed letters of authority and transfer of agency to providers and obtain policy...

Trainee IFA Administrator - Adviser SupportCompetitive Salary £25,500 per annumFull Time, Permanent RoleThis is a challenging opportunity for a mature and professional individual to begin their career in Financial Services with our client.Initially, your role will involve providing administrative support (training provided) to our client's team.Key...

About the Role:Mellis Blue is seeking a highly skilled Audit and Accounts Senior to join our team. As a key member of our audit team, you will be responsible for leading company audit assignments, preparing and completing company accounts, and carrying out specialist audits.Key Responsibilities:Plan, execute, and complete company audit assignments using...

About the Role:We are seeking a highly skilled and experienced Sous Chef to join our team at Everyman. As a key member of our management team, you will be responsible for ensuring the highest standards of food quality and consistency in our kitchen.Key Responsibilities:Support the Head Chef in the smooth running of the kitchen, ensuring that every item that...

About the Role:We are seeking a highly skilled Sous Chef to join our team at Everyman. As a key member of our management team, you will be responsible for ensuring the highest standards of food quality and consistency in our kitchen.Key Responsibilities:Support the Head Chef in the smooth running of the kitchen, maintaining the highest standards of food...