Senior Financial Administrator
4 weeks ago
Job Description
We are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.
Key Responsibilities:
- Manage calendars and schedule client meetings to ensure seamless communication and coordination.
- Collaborate closely with Financial Advisors to provide proactive assistance and support.
- Communicate effectively with affluent and high-net-worth clients to ensure a positive experience.
- Assemble meeting materials for Advisors before client meetings to ensure they are well-prepared.
- Raise invoices where required to maintain accurate financial records.
- Manage our database to ensure accurate and up-to-date information.
Benefits:
- 30 days annual leave + bank holidays to ensure you have time to relax and recharge.
- 10% bonus to reward your hard work and dedication.
- Flexible and hybrid working to suit your needs and preferences.
- Private medical insurance to protect your health and wellbeing.
- Healthcare cash plan to help you manage unexpected expenses.
- 5% employer pension contribution to support your long-term financial goals.
- Study support to help you develop and progress in your career.
We offer a supportive and collaborative team environment, with a proactive and passionate approach to our work. If you are a motivated and organized individual with a passion for administration, we would love to hear from you.
-
Senior Financial Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeYour new companyHays Accountancy & Finance are partnering with a well-established construction SME to recruit a hands-on and dynamic Senior Financial Manager to join their close-knit team in Cheltenham, Gloucestershire. A varied accounting role supervising a finance assistant reporting directly to the Managing Director. A permanent finance role where you can...
-
Senior Financial Accounting Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeAbout This RoleWe are seeking a highly skilled Financial Accountant to join our team at Hays Senior Finance. The ideal candidate will have a strong background in financial accounting and a passion for working with international clients.Key Responsibilities:Prepare and review monthly, quarterly, and annual financial reports for US GAAP and European GAAP...
-
Senior Financial Planning Professional
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Financial Planning Full timeFinancial Planning OpportunityCapio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios. Key responsibilities will include developing and implementing financial plans, managing...
-
Financial Operations Specialist
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeJob SummaryHays Senior Finance is seeking a highly skilled Financial Controller to support our client's finance functions and steer financial operations over the next six months. The ideal candidate will have proven experience as a Financial Controller, ideally within the service sector.Key ResponsibilitiesOversee and manage day-to-day financial operations,...
-
Senior Financial Reporting Specialist
1 month ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeRole OverviewThe role of Financial Accountant is a broad and challenging position that requires a strong understanding of financial reporting and compliance. As a Financial Accountant, you will gain international experience and work for a household name. You will either come from a background in industry or be a first-time mover from practice looking to...
-
Financial Operations Manager
7 days ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeJob DetailsInterim Financial Controller - 6-Month ContractSector Overview:Our client, a leading company in the service industry, is seeking an experienced Financial Controller to support their finance functions and drive financial operations over the next six months. This dynamic opportunity offers a chance to make a tangible impact on the company's...
-
Senior Finance Director
1 month ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeJob Title: Senior Finance DirectorAbout the Role:We are seeking a highly skilled Senior Finance Director to join our dynamic team at Hays Senior Finance. As a key member of our leadership team, you will play a crucial role in driving the financial performance of our business, with a strong emphasis on commercial focus and strategic input.Key...
-
Financial Planning Administrator
1 month ago
Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Career StarterRecruit UK Ltd. is seeking a motivated individual to join their team as a Financial Planning Administrator. This role offers a long-term career in financial planning and the opportunity to work for a company that prioritizes work/life balance and employee growth.Key Responsibilities:Process new business and produce...
-
Senior Finance Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeRole OverviewWe are seeking a highly skilled Group Finance Manager to join our dynamic team at Hays Senior Finance. As a key member of our leadership team, you will play a crucial role in driving the financial performance of our business, with a strong emphasis on commercial focus and strategic input.Key ResponsibilitiesLead and manage the group's financial...
-
Financial Controller
1 month ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeJob Title: Finance ManagerOur client, a well-established construction SME, is seeking a hands-on and dynamic Finance Manager to join their close-knit team in Cheltenham, Gloucestershire.About the Role:The successful candidate will be responsible for managing and administering the group accounts in the financial system, including preparation of consolidated...
-
Financial Administrator Trainee
1 day ago
Cheltenham, Gloucestershire, United Kingdom i2i recruitment Full timeAn ambitious individual is sought by i2i Recruitment to join their team as a financial administrator trainee. This role involves preparing and managing financial documents, entering and updating data using internal systems, reconciling accounts and managing cash allocation, and supporting report updates to ensure deadlines are met.Key...
-
Senior Financial Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Accountancy and Finance Full timeAbout the RoleHays Accountancy & Finance is partnering with a well-established construction SME to recruit a hands-on and dynamic Finance Manager to join their close-knit team in Cheltenham, Gloucestershire.Your Key ResponsibilitiesManage and administer the group accounts in the financial system, including preparation of consolidated management accounts,...
-
Financial Planning Administrator
3 days ago
Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full timeJob Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...
-
Financial Services Administrator
4 days ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeJob OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...
-
Senior Administrator
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Full timeWe're seeking a highly skilled IFA Administrator to join our dynamic team at IDEX Consulting in Cheltenham and Bath. As a key member of our operations team, you'll play a vital role in providing exceptional support to our financial advisors and clients.Key ResponsibilitiesClient Support: Collaborate closely with financial advisors to provide proactive...
-
Strategic Financial Planning Specialist
3 days ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeYour new companyHays Accountancy & Finance are partnering with a global engineering group based in the UK to recruit a driven and dynamic FP&A Analyst to join their growing accounting team. Reporting directly to the Head Of FP&A, you will have control of core financial operational processes including revenue, cost of sales and royalties to ensure integrity...
-
Senior Financial Executive
1 month ago
Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Senior Financial Executive to join our finance team at beBee Professionals in the UK. As a key member of our leadership team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
-
Financial Planning Administration Team Manager
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Attivo Group Full timeAbout Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...
-
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeJob Summary:Hays Accountancy & Finance is partnering with a global engineering group to recruit a driven and dynamic Financial Planning and Analysis (FP&A) Analyst.This permanent role offers a salary between £40,000 - £55,000 per annum + up to 16% annual bonus, based in Cheltenham, Gloucestershire. The successful candidate will have control of core...
-
Senior Financial Planning Expert
3 days ago
Cheltenham, Gloucestershire, United Kingdom Core 3 Ltd Full timeRole OverviewCore 3 Ltd is seeking a highly skilled Senior Financial Planning Expert to join their growing private equity business in Cheltenham.Salary and BenefitsThe successful candidate can expect a competitive salary of £55,000-£65,000 plus an attractive bonus of up to 16%.Job ResponsibilitiesThis senior role will be accountable for overseeing core...