Financial Planning Administrator

Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...

About the RoleThis is a full-time position, working 37 hours per week, all year round. The successful candidate will be based at our Central Office in Swindon and will work closely with the Financial Planning and Operations Lead to support in all aspects of routine financial administration.

Key ResponsibilitiesSupport the Financial Planning and Operations Lead in routine financial administrationAssist with tasks such as invoicing, payment processing, and data entryThe ideal candidate will have excellent organizational skills, attention to detail, and strong communication skills.

As a Financial Portfolio Administrator at Workman LLP, you will be responsible for day-to-day accounting processes and monthly reporting of diverse commercial, industrial & retail properties.You will work closely with the accounts team, property managers, tenants, and clients to ensure accurate and timely accounting records.Key Responsibilities:Build...

Job SummaryThe Openwork Partnership is seeking a highly skilled Financial Monitoring Senior Administrator to join our team. As a key member of our Financial Monitoring team, you will play a vital role in maintaining and reporting on Appointed Representatives (AR) related activities and providing support to the Financial Monitoring Assessors where...

About Our Client:iRecruit4 is pleased to partner with a rapidly growing company that values innovation and operational excellence. As part of their leadership team, the successful candidate will contribute to shaping the company's financial direction and ensuring its continued success.The Opportunity:We are seeking an accomplished Financial Controller to...

Mantell Associates is partnering with a leading Life Science organization to find a Senior Manager of Financial Planning & Analysis (FP&A) to drive strategic financial decision-making.This role is critical in developing and executing the annual budgeting process, including revenue forecasts, expense projections, and capital expenditure planning.The ideal...

About Columbia Threadneedle InvestmentsColumbia Threadneedle Investments is a global asset manager that provides a wide range of investment solutions across all major asset classes and markets. We have a global team of 2,500 people working together to help our clients achieve their long-term goals. Our expertise is diverse, with more than 650 investment...

Real Estate and Infrastructure Operations TeamThe Real Estate and Infrastructure Operations Team is responsible for providing financial accounting, statutory accounting, administration, and management reporting functions for the fund(s) allocated to them. As a member of this team, you will play a key role in ensuring the accurate and timely production of...

About the Role We are looking for an experienced finance professional to fill the position of Financial Controller at SF Recruitment (Birmingham). In this capacity, you will be responsible for overseeing all financial operations, including financial planning, budgeting, forecasting, and reporting. You will also ensure compliance with statutory reporting,...

About MonahansAt Monahans, we are seeking a highly skilled Senior Financial Planning Specialist to join our Accounts department.The successful candidate will support our financial activities, providing key insights through weekly data analysis and reporting. Responsibilities include:Data Analysis and Reporting:Prepare monthly KPIs for group reporting.Develop...

About 911 Staffing LtdWe are seeking an experienced Financial Controller to join our team at 911 Staffing Ltd. As a key member of our finance department, you will play a crucial role in overseeing our financial activities and ensuring we remain compliant with all relevant regulations.Key Features of the Role:A highly competitive salary of up to £55K per...

4Square Recruitment Ltd seeks a highly skilled Chief Financial Planning and Analysis Officer to join their team based near Swindon for a permanent role.This is a hybrid opportunity with an estimated salary of £75,000 per annum.The successful candidate will be responsible for driving the company's financial vision and overall success by overseeing financial...

Senior Fund Accountant Role OverviewColumbia Threadneedle Investments is a leading global investment manager that offers a range of investment solutions across various asset classes. We are currently seeking an experienced Senior Fund Accountant to join our well-established Real Estate and Infrastructure Operations Team.The successful candidate will be...

Role DescriptionThis position involves working as part of a specialist financial planning firm, offering tailored solutions across the UK. Your primary responsibilities will include providing technical administration support, preparing meeting packs, and liaising with clients. In addition, you will assist new team members and contribute to the delivery of...

Job Overview:A senior financial professional is required to lead and manage accounting operations teams, providing strategic guidance on financial planning, reporting, compliance, tax management, and cash oversight. The successful candidate will have experience in consolidation accounting, asset management, and financial services.Key Responsibilities:-...

Job Description:The Fund Controller is responsible for managing accounting operations teams, providing strategic guidance on financial planning, reporting, compliance, tax management, and cash oversight. Key responsibilities include managing departmental improvements, driving strategic goals, overseeing Fund Administrators, and developing financial planning...

Sales Career OpportunityWe are looking for a sales professional to join our team in Swindon and Hungerford, where you will have the opportunity to build a career as a financial advisor. You will work with clients to help them achieve their financial goals by reviewing life insurance, savings, retirement, and investment plans.The successful candidate will...

Opportunity Overview:As a Support Services Administrator, you will provide high-quality administration support across the Pension and Investments Transfer Teams to ensure efficient daily activities.Your Key Responsibilities:Accurately record case data within set time criteria.Ensure accurate and timely distribution of workloads to meet Service Level...

Job OverviewWe are seeking a skilled Finance Manager to join our team at Page Personnel on a permanent basis. This role involves overseeing various financial responsibilities, ensuring the company's compliance with statutory regulations, and managing payroll administration.