Financial Planning Support Specialist
4 weeks ago
In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.
Key responsibilities include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
Administrative Assistant - Financial Planning
We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As an Administrative Assistant, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
Hybrid IFA Administrator Role
In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.
Key responsibilities include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
Financial Services Administrator
We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As a Financial Services Administrator, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
IFA Support Professional
In this exciting role, you will be providing administrative support to a team of Financial Advisors who deliver holistic financial planning to clients. The business values the role you play in helping the team deliver a quality service.
Key responsibilities include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
Administrative Coordinator - Financial Planning
We are seeking an experienced Administrator to join our team in a hybrid IFA Administrator role. As an Administrative Coordinator, you will be focused on undertaking efficient administrative support to our Financial Advisors. Your responsibilities will include:
* Processing and chasing new business
* Obtaining illustrations, projections, and valuations
* Answering and assisting with client queries
* Accurately updating and maintaining information on the back office system
* Preparing documents for suitability reports
* Liaising with clients and providers
* Preparing client meeting packs
The business has a strong focus on allowing individuals to grow and develop, and would openly support your progression into areas such as paraplanning, advice, compliance, or management.
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Financial Planning Support Specialist
4 weeks ago
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Financial Planning Specialist
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Talbot Green, United Kingdom Recruit Wealth Ltd Full timeJob Title: Financial Planning SpecialistRecruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their national Financial Planning team. The ideal candidate will have a strong background in financial planning and be able to work closely with the Paraplanning Team Leader and Adviser Support Managers.Main Responsibilities:Preparing...
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Financial Planning and Analysis Specialist
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Paraplanner
2 months ago
Chalkhouse Green, United Kingdom CV-Library Full timeThis hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow...
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IFA Administrator
2 months ago
Chalkhouse Green, United Kingdom CV-Library Full timeThis hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises...
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Support Worker
2 months ago
Chalkhouse Green, United Kingdom CV-Library Full timeSupport Worker – Reading - £11.47ph Typical Shifts are: 7am-2pm, 2pm-9pm, 9pm-7am Join Voyage Care and Feel Valued, we reward your dedication with: • Enhanced evening and weekend pay at an additional 50p per hour (Ts & Cs apply) • Premium overtime rates at an additional £1 per hour (Ts &...
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Financial Compliance Specialist
5 hours ago
Heald Green, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full timeOur Vision for the FutureWe're Together Financial Services Limited, a leading property finance provider with over 50 years of experience in lending. Our aim is to provide our customers with common-sense approaches to unlocking their property ambitions.Key ResponsibilitiesAs a key member of our team, you will be responsible for ensuring that all lending...
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Financial Planning Compliance Specialist
4 days ago
Hatching Green, United Kingdom Recruit Wealth Ltd Full timeWe are looking for a skilled Compliance Officer to join our team at Recruit Wealth Ltd. This role involves overseeing compliance, T&C, and AML matters, while collaborating with the senior leadership team.ResponsibilitiesMonitor and report on compliance issues to the Leadership team on a monthly basis.Review and sign-off financial promotions.Assess adviser...
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Financial Planning Analyst
3 weeks ago
Wooburn Green, Buckinghamshire, United Kingdom Zebra Full timeAt Zebra, we're a community of innovators who drive change through collaborative work.Role OverviewWe're looking for a skilled Financial Planning Analyst to join our team. As a key member of our FP&A team, you'll play a crucial role in analyzing financial data and providing actionable insights to drive business growth.ResponsibilitiesDevelop and maintain...
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Financial Reporting Specialist
4 days ago
Forty Green, United Kingdom Additional Resources Full timeFinancial Reporting Specialist">We are looking for a skilled Financial Reporting Specialist to join our team. As a senior professional, you will be responsible for managing smaller assignments and client portfolios, handling statutory accounts for FRS 102, groups, limited companies, and LLPs.Your key responsibilities will include:Leading audits from planning...
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Primary Teacher for Key Stage 2
4 weeks ago
Chalkhouse Green, United Kingdom Wayman Group Full timeA renowned school in the Reading area is seeking a highly skilled Year 6 teacher to join their dedicated team of educators. This is an excellent opportunity for an ambitious and passionate teacher to make a lasting impact on the lives of their students and contribute to the school's mission of fostering a supportive and inclusive learning environment.About...
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Senior Financial Planning Manager
1 month ago
Heald Green, United Kingdom Rescourcery Group Full timeJob Summary:We are seeking a highly skilled Senior Financial Planning Manager to join our team at Resourcery Group. As a key member of our finance department, you will be responsible for overseeing financial planning, budgeting, and forecasting processes.Key Responsibilities:Manage and analyze financial data to provide insights for strategic decision...
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Senior Financial Planning Manager
3 days ago
Heald Green, United Kingdom Rescourcery Group Full timeResourcery Group is a dynamic business based in South Manchester looking to appoint a Senior Management Accountant.About the RoleThis exciting opportunity will involve working closely with an accomplished Finance Director to provide financial planning, analysis, and reporting services.The role will be responsible for:Overseeing and managing the financial...
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Financial Planning and Analysis Expert
1 month ago
Forty Green, United Kingdom Reed Full timeWe are seeking a highly skilled Financial Planning and Analysis expert to join our team at Reed. The ideal candidate will have experience in real estate development, particularly in Letting Accounts, and possess strong Excel skills.Key responsibilities:Develop and maintain Financial Planning and Analysis capabilities to track and report on financial...
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Financial Support Specialist
4 weeks ago
Wicken Green, United Kingdom Keeler Recruitment Ltd Full timeAccounting Assistant RoleWe are working with a reputable company in Norfolk to find a talented Assistant Accountant to join their dynamic finance team. This is a great opportunity for someone looking to take the next step in their accounting career with a supportive and forward-thinking business.The Role:As the Assistant Accountant, you'll provide crucial...
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Primary School Teacher for Key Stage 2
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Chalkhouse Green, United Kingdom Wayman Group Full timeA reputable school in Reading is seeking a dedicated and experienced Year 6 teacher to join their team.The ideal candidate will have a passion for teaching and a commitment to delivering high-quality education to their students.The school offers a supportive environment that welcomes early career teachers and provides opportunities for professional growth...
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Financial Planning and Analysis Expert
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Forty Green, United Kingdom Holden Jones Full timeRole Overview:Holden Jones is seeking a highly skilled Financial Planning and Analysis Expert to oversee the delivery of bookkeeping and outsource services. The ideal candidate will have a strong background in management accounting and be able to provide accurate financial insights.Key Responsibilities:Manage the purchase ledger and sales ledger to ensure...
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Mechanical Planning Specialist
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Chalkhouse Green, United Kingdom Wayman Group Full timeWe are seeking a dedicated and experienced Year 6 teacher to join our team at a well-regarded primary school in Reading. This is an excellent opportunity for someone who is passionate about teaching and committed to delivering high-quality education.The successful candidate will be responsible for the pastoral care of children in Key Stage 2, promoting...