Administrative Role in Financial Planning

5 days ago


Aylesbury, United Kingdom Equals One Ltd Full time

The role we have available is for a Financial Services Administrator who will be responsible for ensuring the smooth operation of our client's financial planning practice. This includes managing client files, processing paperwork, and maintaining accurate records to support financial planning processes. You will also act as the first point of contact for clients, addressing their queries and providing exceptional service at every stage. To succeed in this role, you will need to be proactive, organized, and have excellent communication skills. You should also be able to work effectively in a team environment and be adaptable to changing priorities. In return, we offer a competitive salary package, including a base salary of £28,500 - £33,500 per annum, plus benefits. Our client is committed to investing in their employees' careers and offers sponsorship for financial services qualifications. If you are interested in this role and believe you have the right skills to take on this challenge, please submit your application.



  • Aylesbury, United Kingdom CV-Library Full time

    Financial Services Administrator Salary: £25,000 - £30,000 + benefits  Aylesbury, Buckinghamshire  Office-based for initial training, followed by hybrid working opportunities  - 3 days office/2 home based – provision for IT equipment Are you eager to build a thriving career in the financial services industry? MDG (Myers...


  • Aylesbury, Buckinghamshire, United Kingdom CV-Library Full time

    Job Title: Financial AdministratorSalary: £28,500 - £32,700 per annumLocation: Aylesbury, BuckinghamshireThis is an excellent opportunity for an experienced financial administrator looking to join a friendly primary school. The successful candidate will be responsible for efficiently managing the school's finances and ensuring accurate accounting...


  • Aylesbury, Buckinghamshire, United Kingdom ProTalent Limited Full time

    Job DescriptionWe are seeking a Financial Administrator to join our team at ProTalent Limited in Aylesbury. The successful applicant will be responsible for providing financial administration services to a wide range of clients, including bookkeeping duties, VAT returns, and supporting clients with bookkeeping and software queries.Job Duties:Bookkeeping...


  • Aylesbury, Buckinghamshire, United Kingdom BT6 Resourcing Full time

    Company OverviewBT6 Resourcing is a leading recruitment agency specializing in the Insurance sector. We are seeking an exceptional Strategic Financial Planning Manager to join our team.Estimated Salary: £57,750 per annumJob Description:The role of Strategic Financial Planning Manager will serve as a pivotal leadership position within the Finance Department....


  • Aylesbury, Buckinghamshire, United Kingdom CleverHR Full time

    At CleverHR, we are seeking an experienced Paraplanner to join our boutique financial practice. As a key member of our team, you will be responsible for providing technical support and delivering high-quality services to our clients.About YouWe are looking for a professional with a minimum of 3 years experience in the financial planning industry and a...


  • Aylesbury, Buckinghamshire, United Kingdom Getting In Limited Full time

    Dental Nurse Apprentice Job DescriptionThis role offers the opportunity to gain hands-on experience in a clinical setting while pursuing a nationally recognized qualification. As a dental nurse apprentice, you will assist dentists with clinical procedures, maintain accurate records, and contribute to a positive patient experience.ResponsibilitiesAssist...


  • Aylesbury, United Kingdom Equals One Ltd Full time

    Company OverviewIn Equals One Ltd, we are dedicated to revolutionizing the financial services industry with cutting-edge technology and innovative approaches. Our client is a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by AI-driven tools. They offer holistic, long-term wealth...

  • Administrator

    6 months ago


    Aylesbury, United Kingdom LinkLife Full time

    **Overview: We have an exciting opportunity to join a company based in Thame on a 12 month Maternity Cover contract. As an Administrator, you will organise and undertake all administrative duties and support the Finance and Sales department** **Job Title**:Administrator - Maternity Cover **Location**:Thame, Oxfordshire **Contract**: Full time, 12 month...

  • Administrator

    6 months ago


    Aylesbury, United Kingdom LinkLife Full time

    **LinkLife have an exciting opportunity to join a company based in Thame on a 12 month Maternity Cover contract. As an Administrator, you will organise and undertake all administrative duties and support the Finance and Sales department** **Job Title: Administrator - Maternity Cover** **Location: Thame, Oxfordshire** **Contract: Full time, 12 month...

  • Business Administrator

    6 months ago


    Aylesbury, United Kingdom Ministry of Justice Full time

    Salary - £25,752 - £27,116 Number of jobs available - 1 Detail of reserve list - 12 Months Region - South West City/Town - Aylesbury Building/Site - HM Prison Spring Hill, HP18 0TL Grade - AO Organisation Grade for HMPPS - Band 3 Post Type - Permanent Working Pattern - Full Time, Flexible Working Role Type - Administration / Corporate...

  • Administrator

    6 months ago


    Aylesbury, United Kingdom Connells Group Full time

    At **Connells**, part of the Connells Group, we're looking for a highly motivated **Branch** **Administrator (Part Time Flexible) **to support our fantastic team in branch in **Aylesbury**. As our **Branch** **Administrator **you will take ownership of office administration accurately and efficiently and in a professional manner, within a busy customer...

  • Finance Administrator

    6 months ago


    Aylesbury, United Kingdom One to One Personnel Full time

    **The Role: Finance & Administration** The primary purpose of this role is to support the financial and office management processes and systems and contribute to the smooth operational running of the business and facility. Carry out day to day activities to meet or exceed our internal / external customer expectation. **Main Tasks / Responsibilities**: Your...


  • Aylesbury, Buckinghamshire, United Kingdom Gov Facility Services Ltd Full time

    Job OverviewWe are seeking an experienced and dedicated Facilities Maintenance Officer to join our team at HMP Grendon and Springhill. This is a fantastic opportunity to work in a dynamic and supportive environment, contributing to the smooth and safe operation of our facilities.About the RoleThe successful candidate will have experience in using IT systems,...


  • Aylesbury, United Kingdom RME Consultants Full time

    **RME Consultants are delighted to be working with this rapidly growing client, who is looking for a forward-thinking individual to join their team as an Apprentice Administrator.** **Role: Apprentice Administrator** **Salary: £12,000 - £12,750 per annum** **Contract: Apprenticeship, Full time (Monday to Friday, office based)** **Location: Aylesbury,...

  • Administrator

    6 months ago


    Aylesbury, United Kingdom MPAV Limited Full time

    **About us**: MPAV Ltd are an innovative meeting room technology specialist delivering projects for partners and end users alike. With a commitment to the experience, we provide a high-quality service to our clients and ensure that our own team keeps up with relevant industry knowledge. We are seeking a motivated individual to join our team in supporting our...


  • Aylesbury, Buckinghamshire, United Kingdom NHS Full time

    We are seeking an exceptional Head of Financial Operations to lead our Financial Management team. As a key member of the leadership team, you will be responsible for providing financial expertise and support to Trustwide planning, ensuring the delivery of financial targets.You will lead on improvement projects within Financial Management and participate in...

  • Administrator

    8 months ago


    Aylesbury, United Kingdom Tradewind Recruitment Full time

    **Job Title: School Administrator** **Location: Aylesbury** Are you an organised and detail-oriented individual with a passion for supporting the smooth operation of educational institutions? We have an exciting opportunity for a School Administrator to join our team in Aylesbury! **About the Role**: As a School Administrator, you will play a crucial role...

  • Administrator

    6 months ago


    Aylesbury, United Kingdom Gallifordtry Full time

    Note for Recruitment Agencies: _ - We prefer to hire directly and we will be in touch with our PSL Agencies if this role is eligible for release. _ - We do not accept speculative CVs from agencies. If speculative CVs are sent, no fee will be applicable - please direct all queries to the relevant Resourcing Partner. _ **Job Title: Administrator** **Location...


  • Aylesbury, Buckinghamshire, United Kingdom Dovetail And Slate Ltd Full time

    Job PurposeTo effectively manage all aspects of examination processes, including administration and student record system updates.Main ResponsibilitiesUtilize Excel and other computer programs to support exam-related tasks efficiently.Collaborate with exam boards and course teams to maintain accurate exam details.Communicate effectively with various...


  • Aylesbury, Buckinghamshire, United Kingdom Networking Women in the Fire Service Full time

    Job Summary: We are seeking an experienced Bureau Manager to lead our fire service administration team.About Us: Buckinghamshire Fire & Rescue Service is a forward-thinking organization dedicated to public safety.The Ideal Candidate:We are looking for someone who can contribute to our vision of making Buckinghamshire and Milton Keynes the safest areas in...