Financial Planning Support Specialist

Job Overview: As a Financial Operations Specialist at Optima Recruitment, you will play a crucial role in maintaining the financial health of our organization. Reporting to the Financial Controller, you will be responsible for reviewing aged creditor listings, preparing BACS runs, and reconciling supplier statements.Key Responsibilities:Reviewing and...

Financial Accountant - HYBRID RoleAbout the RoleThe Financial Accountant - HYBRID will assist with accounting, reporting, and tax matters, providing key support to the Financial Accountant.This is an excellent opportunity for an individual to join an established and supportive team in the Accounting & Finance Department in Cobham.Our client is a...

Job SummaryWe are seeking an experienced Client Services Executive to join our team at Antony George Recruitment. This is a fantastic opportunity to work in a boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to discerning, high-net-worth families.

**Job Title**:Self-Employed Financial Adviser **Location**:Cobham, Surrey, United Kingdom **About Us**:Our client is a leading provider of holistic financial advice based in Surrey. With a commitment to excellence and a client-centric approach to their high-net-worth client base. They offer comprehensive financial planning services tailored to meet the...

**Local Banking Community Specialist** **Cobham** As a Barclays Local Banking Community Specialist, you will be at the forefront of the relationship between Barclays and your local community. This is a new role within Barclays, working with a network of colleagues across the UK, to ensure we manage the needs of our customers whilst driving community focus....

Trusts and Foundations Fundraising SpecialistWe are seeking a highly skilled Trusts and Foundations Fundraising Specialist to join our Development team at an exciting time for the School. Under new leadership and with pupil numbers at an all-time high, fundraising continues to play a crucial role in securing the future of musical education and helping to...

Job Description A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: • Competitive salary • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. Benefits: * 25day plus bank holidays * Pay for study...

Job Opportunity:We are seeking a highly organized and detail-oriented IT Systems Support Specialist to join our team at ACS International Schools.About the Role:The IT Systems Support Specialist will play a crucial role in supporting the effective maintenance of essential business information and core IT services. This includes ensuring the accuracy of...

Project Accountant RoleYou will be joining a well-established division of a listed group, headquartered in the South East of England. They provide construction services across the region and are seeking a talented Project Accountant to join the team and support both finance and operations.Key ResponsibilitiesProviding financial management and analysis to...

Wealth Planning Administrator OpportunityLocation: CobhamSalary: Up to £35,000We are working with a highly successful, independent wealth planning firm in Cobham that is seeking an experienced Wealth Planning Administrator to join their dedicated team. This is an excellent opportunity to become part of a company that values teamwork, offers mentorship, and...

About the Role:As an E-commerce Executive at Procter & Gamble, you will play a key role in driving the growth of our UK Media Team by bringing in-house a significant proportion of our media planning and buying capability.Key Responsibilities:Manage all retailer campaigns end-to-end to deliver against brand objectives.Work closely with media vendors and tech...

The Assistant Financial Accountant - HYBRID will assist with accounting, reporting and tax matters and to provide key support to the Financial Accountant. This role offers an opportunity for an individual to join an established and supportive team in the Accounting & Finance Department in Cobham. Client Details Our client is a well-established business who...

Job DescriptionWe are seeking a highly skilled Administrative Support Specialist to join our team at Bodyset. This role is responsible for providing exceptional customer service, managing client interactions, and supporting the clinical teams in their administrative duties.Key Responsibilities:Meet and greet clients in a professional manner and direct them...

Accounts Assistant Role OverviewAn exciting opportunity is available for an ambitious and talented Accounts Assistant seeking exposure to management accounts in a supportive and collaborative environment.Key Responsibilities:Purchase invoice processingCredit control for multiple entitiesWeekly supplier paymentsMaintaining the purchase and sales ledgersBank...

Job Title: Financial Operations AssistantJob Summary:We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Optima Recruitment. As a key member of our finance team, you will be responsible for providing administrative support to our financial operations, ensuring the smooth day-to-day functioning of our...