Regulated Financial Planning Support Role

Key ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...

Role OverviewThis exciting opportunity has arisen for an experienced financial professional to join our client's educational institution as an Assistant Financial Analyst.About the RoleThe successful candidate will be responsible for providing financial support to the finance team, including developing and maintaining financial models, reconciling income,...

Job Title: Financial Planning Expert">About the RoleThis position offers a unique opportunity to work as a Financial Planning Expert with London & Country Mortgages, a leading fee-free mortgage broker. As a key member of our team, you will be responsible for managing financial planning and analysis.Salary: £55,000 - £65,000 per annumAs a hybrid worker, you...

About Us\Novia Financial is a leading financial technology company renowned for its 5-star service platform and multi-award-winning status. We take pride in our core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—which guide us in our journey.\\[separator]\The Role\We are seeking an exceptional Client Services Administrator to join...

Job SummaryMarks Sattin (UK) Ltd is seeking a highly skilled Senior Financial Planning Analyst to join their team. This role will involve supporting the data sets related to income generation, working closely with stakeholders across the business and supporting existing reporting. As an experienced professional in this field, you will have strong analytical...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Bath, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

Job DescriptionWe are looking for a skilled Administrative Support Specialist to join our team in Bath. As a key member of our operational teams, you will be responsible for delivering exceptional customer service and supporting queries from Financial Adviser firms.This role requires someone who is highly organized, detail-focused, and proficient in...

Wealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.About...

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

We are currently seeking a Regulated Software Validator to join our team at VRS-UK. In this role, you will be responsible for ensuring that our software products meet the necessary regulatory requirements.This involves working closely with our development and engineering teams to identify and address any issues that may impact the quality of our software...

Marks Sattin Ltd is seeking a highly skilled Analyst Financial Support specialist to join their team. As a key member of the finance team, you will be responsible for providing analytical support to help drive business decisions.The ideal candidate will have AAT qualifications, advanced Excel skills, and experience working with large data sets. You will also...

At beBee Professionals, we are seeking a highly skilled Financial Operations Manager to oversee our financial planning, reporting, and analysis in Bath, United Kingdom. As a key member of our finance team, you will ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and...

Wealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. We are seeking an experienced Client Services Administrator to join our team and contribute to delivering exceptional customer experiences.About UsWealthtime is committed to providing tailored solutions to Financial Adviser firms and valued clients. Our team...

We are seeking a highly skilled Paraplanning Professional to join our team at Cavendish Maine. The ideal candidate will have strong technical knowledge across all aspects of Financial Planning and be a Diploma Qualified Paraplanner with a desire to obtain Chartered Status.Key Responsibilities:Receiving and actioning instructions from Advisers following...

About the Role:We are seeking a highly motivated and organized Customer Support Specialist to join our team at Novia Financial plc. As a key member of our customer support team, you will play a critical role in delivering exceptional customer service and ensuring the seamless resolution of client inquiries.Your primary responsibilities will...

About the Role:We are seeking an experienced administrator to join our team as an Independent Financial Services Administrator.Key Responsibilities:Provide exceptional customer service to clientsMaintain accurate records and documentationCoordinate diary management and other administrative tasksRequirements:To be successful in this role, you will...

We are recruiting for a skilled Financial Services Administrator to work with our client's IFA firm. As a key member of the team, you will be responsible for providing administrative support and contributing to the growth and success of the business.About the CompanyOur client's company specializes in all aspects of savings, investments, and retirement...

beBee Professionals is seeking a seasoned Financial Manager to lead our finance team in Bath, United Kingdom.Key Responsibilities:Develop and implement financial strategies, plans, and budgets.Manage the company's cash flow and ensure financial stability.Oversee financial processes, including audits, and ensure compliance with regulations.Build and maintain...

**Job Title:** Administration and Operations LeadJob Summary:We are looking for an experienced Administration and Operations Lead to join our team at Novia Financial plc. As an Administration and Operations Lead, you will be responsible for managing the day-to-day activities of the administration team and ensuring they meet the required service levels.Key...