Financial Planning Support Specialist
1 day ago
As a Financial Planning Support Specialist at Heat Recruitment Ltd, you will have the opportunity to work with a talented team in an exciting and dynamic environment. This role involves supporting independent financial advisers in their daily operations, ensuring that clients receive exceptional service.
About the RoleThe salary for this position is approximately £25,000 - £35,000 per annum, depending on experience.
Key Responsibilities- Provide administrative support to independent financial advisers, including preparing reports and presentations.
- Ensure accurate and timely processing of client information and transactions.
- Develop and maintain effective relationships with clients and colleagues.
You will be based in our office in [location], but you will have the flexibility to work from home once a week. We offer a competitive benefits package, including a pension scheme, 25 days' holiday plus bank holidays, and exam support.
Requirements- Previous experience in a financial services environment.
- Good communication skills, both written and verbal.
- Familiarity with FCA regulations and products.
We are looking for a proactive and positive individual who is eager to learn and grow with our company. If you are passionate about delivering excellent customer service and working in a fast-paced environment, we would love to hear from you.
-
Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Focus Resourcing Group Careers Full timeThis Financial Planning Specialist role requires a newly Qualified Accountant to join our team at Focus Resourcing Group Careers. You will be responsible for supporting advisory projects across all Service Lines, working with businesses to provide high-quality advice. This is an exciting opportunity to work across the firm and gain experience in various...
-
Financial Support Specialist
4 days ago
Newbury, West Berkshire, United Kingdom CMA Recruitment Group Full timeCMA Recruitment Group is seeking an experienced Financial Support Specialist to join their client's UK office in Newbury, Berkshire.This role offers an exciting opportunity to take ownership of the accounts receivable function and drive process improvements.Responsibilities:Setting up new customer and supplier accounts, ensuring seamless integration with...
-
Financial Planning Specialist
2 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned financial professional seeking an employed opportunity with quality leads and existing clients provided? We offer a unique chance to join a highly respected IFA firm in the UK, continually improving their client proposition and featured in the industry press for their success.The business typically provides its employees with an excellent...
-
Financial Planning Coordinator
1 day ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeJob OverviewWe are seeking an experienced Financial Planning Coordinator to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for someone looking to progress their career in the financial sector.
-
Business Support Specialist
1 week ago
Newbury, West Berkshire, United Kingdom Outcomes First Group Full timeAbout the RoleWe are looking for a highly skilled Business Support Specialist to join our team at Outcomes First Group. As a Business Support Specialist, you will play a crucial role in the effective management and administration of a school's financial and operational functions.You will oversee budgeting, financial planning, and resource allocation to...
-
Financial Operations Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Robert Half Careers Full timeWe are seeking a highly skilled Financial Operations Specialist to join our team in Newbury. This is an interim role, with the possibility of becoming permanent. The successful candidate will earn £13-£16 per hour, plus holiday pay, and enjoy a hybrid working arrangement.The ideal candidate will have at least 2 years of experience in a similar role and be...
-
Senior Financial Planning Coordinator
7 days ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeCompany OverviewAt Heat Recruitment Ltd, we believe that our success is down to our people and processes. Our team of administrators and paraplanners are the backbone of this approach, and we're looking for someone exceptional to join us.As an IFA Administrator, you will be a problem solver with excellent communication skills and attention to detail. You'll...
-
Senior Financial Director
1 week ago
Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full timeAbout the RoleWe are seeking an experienced Senior Financial Director to lead our team in providing strong financial management and control. The successful candidate will be responsible for promoting the Council's Corporate Values, supporting service area projects, and building positive working relationships with Council Members.Promote the Council's Vision,...
-
Financial Management Expert
1 week ago
Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full timeJob Title: Financial Management ExpertWe are seeking a highly skilled and experienced Financial Management Expert to join our team at Integris Financial Recruitment Ltd. This is an exciting opportunity for a professional with expertise in financial management to lead our accounting services.About the RoleThe successful candidate will be responsible for...
-
Strategic Financial Director
2 weeks ago
Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full timeIntegris Financial Recruitment Ltd is seeking an accomplished Senior Financial Controller to lead our financial management team.Salary: £62,000 per annumJob DescriptionThe ideal candidate will possess excellent leadership and management skills, with a strong background in financial accounting and a commitment to providing high-quality advice to our service...
-
Regional Financial Services Manager
1 week ago
Newbury, West Berkshire, United Kingdom Integris Financial Recruitment Ltd Full timeJob Description: Regional Financial Services ManagerWe are seeking a qualified and experienced Regional Financial Services Manager to join our team at Integris Financial Recruitment Ltd. The ideal candidate will have excellent leadership skills and extensive experience in financial management.Key ResponsibilitiesThe successful candidate will be responsible...
-
Financial Crime Compliance Specialist
1 week ago
Newbury, West Berkshire, United Kingdom Vodafone Full time**Job Title:** Financial Crime Compliance SpecialistVodafone UK is seeking a highly skilled Financial Crime Compliance Specialist to join our team in Newbury or London. This role will be responsible for supporting the Senior Compliance and Financial Crime Advice Manager in delivering a robust compliance framework across all Vodafone UK products and delivery...
-
Learning Support Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom SEND Inclusion Support Full timeAre you passionate about supporting students with Social, Emotional, and Mental Health (SEMH) needs?About the RoleWe are seeking a skilled and compassionate Key Stage 2 Teacher to join our team at SEND Inclusion Support in Newbury.Key Responsibilities:Deliver high-quality teaching and learning to students with SEMH requirements, using your expertise to...
-
Dedicated Support Specialist
1 month ago
Newbury, West Berkshire, United Kingdom Creative Support Ltd Full timeJob Description:We are seeking a dedicated and compassionate Support Worker to join our team at Pelham House in Newbury. As a national, fast-growing not-for-profit organization, we provide support to individuals with various learning disability care needs.In this role, you will work closely with service users to promote independence, dignity, and well-being....
-
Learning Support Specialist
4 days ago
Newbury, West Berkshire, United Kingdom SEND Inclusion Support Full timeJob Title: Primary TeacherAbout the School:Our school is committed to providing high-quality education and care for children with Social, Emotional, and Mental Health (SEMH) needs.We collaborate with our Special Educational Needs Coordinator (SENCO) and external agencies to develop personalized learning plans.Our staff work closely together to support the...
-
Financial Operations Specialist
1 day ago
Newbury, West Berkshire, United Kingdom Wade Macdonald Full timeJob OverviewAs an Accounts Payable Specialist at Wade Macdonald, you will be responsible for the seamless management of financial processes within the Finance team. Reporting to the Head of Finance and working closely with the Purchasing Manager, you will take ownership of all things Accounts Payable, ensuring accuracy, efficiency, and strong supplier...
-
Administrative Support Specialist
4 days ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeWe are looking for an organized and proactive IFA Administrator to support our financial planning team. The successful candidate will have excellent communication skills, attention to detail, and previous experience within a Financial Planning environment.About the RoleThis is a unique opportunity to work with a reputable company in the financial services...
-
Contract Support Specialist
4 days ago
Newbury, West Berkshire, United Kingdom PRS Full timeRole Summary: We are seeking a Contract Support Specialist to join our team in Swindon or Newbury. This role involves managing contract records, ensuring quality assurance and compliance, and supporting financial tracking and commercial aspects of contracts.">Key Responsibilities:Record Maintenance & Updates: Ensure all contract records are accurate and...
-
Senior Financial Projections Specialist
1 week ago
Newbury, West Berkshire, United Kingdom Facilitate Search Ltd Full timeOverviewWe are seeking a skilled Senior Financial Projections Specialist to join our successful projects division at Facilitate Search Ltd in Reading. This is an exciting opportunity for a dynamic professional to collaborate with our team and contribute to the growth of our business.SalaryThe salary for this role is £57,500 per annum, which reflects the...
-
Senior Financial Services Specialist
1 week ago
Newbury, West Berkshire, United Kingdom Resourcing Group Full timeAbout the Role: We are a leading provider of accounting services seeking a skilled Senior Financial Services Specialist to join our team. As a Financial Advisor, you will provide expert guidance to businesses, supporting advisory projects across all Service Lines.The ideal candidate will have strong financial modelling and data interpretation skills, with a...