Current jobs related to Financial Planning Coordinator - Penarth, Vale of Glamorgan - Heat Recruitment

  • Financial Services Coordinator

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Coordinator. In this role, you will provide exceptional support to our financial services team, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Provide high-level administrative support to the financial...

  • Financial Services Coordinator

    1 month ago

    Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Financial Services Coordinator

    1 month ago

    Penarth, Vale of Glamorgan, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...

  • Financial Operations Manager

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Michael Page Full time

    A Financial Operations Manager is required to oversee the Accounting and Finance department, ensuring the smooth operation of daily financial activities. Key responsibilities include:Developing and implementing financial strategies to improve performance and profit marginsPreparing and presenting financial reports to senior managementManaging budgeting and...

  • Financial Operations Manager

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Michael Page UK Full time

    Job Title: Financial ManagerMichael Page UK is seeking a highly skilled Financial Manager to join our team. As a Financial Manager, you will be responsible for overseeing daily financial operations, developing strategies to improve financial performance, and preparing financial reports for senior management.Key Responsibilities:Oversee daily financial...

  • Financial Operations Manager

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Michael Page UK Full time

    Job Title: Financial ManagerMichael Page UK is seeking a highly skilled Financial Manager to join our team. As a Financial Manager, you will be responsible for overseeing daily financial operations, developing strategies to improve financial performance, and preparing financial reports for senior management.Key Responsibilities:Oversee daily financial...

  • Financial Controller

    19 hours ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    About WealthifyWealthify is an ambitious, multi-award-winning online saving and investing service based in Wales.Job OverviewThis role offers the opportunity to join a dynamic and fun company as a Management Accountant.Key Responsibilities:Support the Head of Finance and wider Finance Team in managing daily operations and month-end activities.Provide...

  • Financial Controller

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify – Management AccountantWelcome to Wealthify, a leading online saving and investing service. Our team is comprised of ambitious, multi-award-winning professionals who are passionate about making a positive impact on our customers' financial lives.We are seeking a highly skilled Management Accountant to join our Finance Team. As a key member of our...

  • Financial Controller

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify – Management AccountantWelcome to Wealthify, a pioneering online saving and investing service. Our team is passionate about empowering individuals to build their financial futures by making it easy for them to manage their money.We're a dynamic and inclusive team, reflecting diverse backgrounds and perspectives. As we continue to grow, we're...

  • Financial Operations Specialist

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify: A Dynamic Financial EnvironmentWelcome to Wealthify, a pioneering online saving and investing service. Based in Wales, we strive to empower individuals to build their future wealth by making it easy for people to do more with their money.Our team is engaging, inquisitive, and inclusive, reflecting diverse backgrounds and beliefs. We're growing...

  • Financial Operations Specialist

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify – Management AccountantWelcome to Wealthify, a pioneering online saving and investing service. Our team is passionate about empowering individuals to build their financial futures by making it easy for them to manage their money.We're a dynamic and inclusive team, reflecting diverse backgrounds and perspectives. As we continue to grow, we're...

  • Senior Financial Crime Operations Manager

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify - Senior Financial Crime Operations ManagerWelcome to Wealthify, a pioneering online saving and investing service. Based in Wales, we're dedicated to empowering individuals to build their financial futures. Our team is collaborative, inquisitive, and inclusive, reflecting diverse backgrounds and perspectives.We're seeking a seasoned Financial Crime...

  • Senior Financial Crime Operations Manager

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify - Senior Financial Crime Operations ManagerWelcome to Wealthify, a pioneering online saving and investing service. Based in Wales, we're dedicated to empowering individuals to build their financial futures. Our team is collaborative, inquisitive, and inclusive, reflecting diverse backgrounds and perspectives.We're seeking a seasoned Financial Crime...

  • Senior Financial Crime Operations Manager

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify - Senior Financial Crime Operations ManagerWelcome to Wealthify, a pioneering online saving and investing service. Based in Wales, we aim to empower individuals to build their financial futures by making it easy to manage their money.Our team is collaborative, inquisitive, and inclusive, reflecting diverse backgrounds and perspectives. As we...

  • Senior Financial Crime Operations Manager

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Wealthify Full time

    Wealthify - Senior Financial Crime Operations ManagerWelcome to Wealthify, an ambitious online saving and investing service. We want to inspire anyone to build their future wealth by making it easy for people to do more with their money.Our team is engaging, inquisitive, and inclusive, reflecting many different backgrounds and beliefs. We're growing rapidly,...

  • Mental Health Social Worker

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Service Care Solutions - Social Work Full time

    Job Title: Mental Health Social Worker - Older Adults SpecialistVale of Glamorgan Council is seeking a compassionate and experienced Social Worker to join our Community Mental Health Team for Older People. This multi-disciplinary team includes social workers, psychiatric nurses, and psychiatrists, and offers specialist care for older adults living with...

  • Mental Health Social Worker

    2 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Service Care Solutions - Social Work Full time

    **Care for Older Adults with Dementia and Mental Health Challenges**Vale of Glamorgan Council is seeking a compassionate and experienced Social Worker to join our Community Mental Health Team for Older People. This multi-disciplinary team includes social workers, psychiatric nurses, and psychiatrists, and offers specialist care for older adults living with...

  • Mental Health Social Worker

    3 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Service Care Solutions - Social Work Full time

    Job Title: Mental Health Social Worker - Older Adults SpecialistVale of Glamorgan Council are seeking a compassionate and experienced Social Worker to join our Community Mental Health Team for Older People. This multi-disciplinary team includes social workers, psychiatric nurses, and psychiatrists, and offers specialist care for older adults living with...

  • Mental Health Social Worker

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Service Care Solutions - Social Work Full time

    {"title": "Mental Health Social Worker", "description": "Job SummaryVale of Glamorgan Council is seeking a compassionate and experienced Social Worker to join our Community Mental Health Team for Older People.Key ResponsibilitiesConduct assessments in accordance with statutory duties and develop care plans that help individuals achieve their personal...

  • Mental Health Social Worker

    4 weeks ago

    Penarth, Vale of Glamorgan, United Kingdom Service Care Solutions - Social Work Full time

    {"title": "Mental Health Social Worker", "description": "Job SummaryVale of Glamorgan Council is seeking a compassionate and experienced Social Worker to join our Community Mental Health Team for Older People.Key ResponsibilitiesConduct assessments in accordance with statutory duties and develop care plans that help individuals achieve their personal...

Financial Planning Coordinator

2 months ago

Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full time
Exciting Opportunity for an IFA Administrator

We are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.

About the Role:

  • Provide administrative support to our financial planning team, including data entry, document preparation, and correspondence.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Develop and maintain knowledge of investment products, including ISAs, pensions, and bonds.
  • Communicate effectively with clients, colleagues, and other stakeholders.
  • Contribute to the development and implementation of administrative processes and procedures.

Requirements:

  • Previous experience in a similar role within an IFA practice.
  • Knowledge of investment products, including ISAs, pensions, and bonds.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.

What We Offer:

  • A competitive salary of up to £32,000.
  • 28 days' holiday plus bank holidays.
  • Life assurance and income protection.
  • A flexible benefits platform.
  • Hybrid working arrangement, with 2 days in the office.
  • Exam support after probationary period.

How to Apply:

If you are a motivated and organized individual with a passion for financial services, please submit your application, including your CV and a cover letter, to Heat Recruitment. We look forward to hearing from you