Financial Planning Support Professional
1 day ago
We are seeking a skilled and motivated Financial Planning Support Professional to join our team at Heat Recruitment Ltd. Based in Welwyn, Hertfordshire, this role offers an exciting opportunity to further your career in financial planning.
About the RoleAs a Paraplanning Team Assistant, you will work closely with experienced professionals on Admin, Paraplanning and Compliance teams. Your key responsibilities will include:
- Annual review meeting preparation
- Preparing information for Paraplanners to conduct suitability letters
- Client engagement and communication
- Compliance & Documentation
- Team Collaboration with the Administrators
The ideal candidate will have 2+ years of working experience in a Financial Advisory practice, in an Administrator or similar capacity, and possess a genuine interest in financial planning and wealth management.
What We OfferAt Heat Recruitment Ltd, we provide a comprehensive benefits package including medical and dental cover, hybrid working, Christmas and new year business closure, and flexible working arrangements to suit your lifestyle. Our dynamic and friendly team culture is committed to supporting your growth and development.
-
Financial Planning Professional
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeHeat Recruitment Ltd invites applications for a Senior Paraplanner position at their Financial Planning practice in Welwyn Garden City. As a highly skilled and experienced individual, you will work closely with the Paraplanning Manager to support processes, technical cases, and team developments.To be considered, you should have a strong technical background...
-
Financial Planning Professional
3 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeCompany Overview: We are working with a highly successful Financial Planning and Investment Management practice who are looking for an experienced Senior Paraplanner to join their team. This is an exciting opportunity to be part of a growing business that offers ongoing professional development and training opportunities.Job Description: As a Senior...
-
Financial Planning Assistant Professional
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeWe are looking for a skilled and dedicated Paraplanning Team Assistant to join our team at Heat Recruitment Ltd in Welwyn, Hertfordshire.As a Paraplanning Team Assistant, you will work closely with experienced professionals, assisting with annual review meetings, preparing suitability letters, and collaborating with Administrators. We offer a full training...
-
Financial Planning Expert
2 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Expert to lead our finance team in the UK. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for...
-
Financial Interim Manager
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeAbout the RoleWe are seeking a highly driven interim finance professional to join our client's ranks. This exciting opportunity has arisen due to internal movements and succession planning, offering a chance to bring creative flair and play a pivotal role from day one in a fast-moving global enterprise.The successful candidate will possess solid working...
-
Financial Supervisor
1 week ago
Welwyn Garden City, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeJob Title: Transactional Finance SupervisorWe are seeking a skilled Transactional Finance Supervisor to join our dynamic finance team on a 9-12 month contract. This is a fantastic opportunity to contribute to a fast-paced, collaborative environment while managing a variety of accounting functions across multiple regions.About the Role:Oversee the accurate...
-
Financial Planning Team Associate
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeAbout the RoleWe are seeking a skilled Paraplanning Support Specialist to join our dynamic and growing financial planning firm. As a key member of our team, you will work closely with experienced professionals on various tasks, including administrative support, paraplanning, and compliance. Your primary responsibility will be to prepare information for...
-
Financial Services Interim Specialist
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Vitae Financial Recruitment Full timeAre you an experienced finance professional looking for a new challenge? Our client, a renowned leader in the industry, is seeking a talented individual to fill a key role within their organization.Job Overview: This 3-month fixed-term contract offers a unique opportunity to join a fast-paced global enterprise as a senior finance business partner. The...
-
Financial Planning Analyst
24 hours ago
Welwyn Garden City, Hertfordshire, United Kingdom Gap Technical Ltd Full timeJob Title: Financial Planning AnalystAbout the Role:We are seeking a highly skilled Financial Planning Analyst to join our team at Gap Technical Ltd. This is an exciting opportunity to work in a global manufacturing business based near Welwyn Garden City.Key Responsibilities:Develop new product introduction (NPI) projects with all relevant departments and...
-
Financial Planning and Analysis Lead
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Tesco Partners Full timeRole OverviewThis Financial Planning and Analysis Lead position is a key part of the UK Central Finance FP&A team, providing critical support to the business. The estimated salary for this role is £80,000 - £115,000 per annum.About UsTesco Partners is committed to serving its customers, communities, and planet a little better every day. We strive to become...
-
Financial Planning and Analysis Specialist
2 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Group Full time**Job Description:**We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at PayPoint Group. The successful candidate will be responsible for ensuring effective analysis, management, and forecasting of the group's £100m+ cost base.The ideal candidate will have strong analytical and strategic thinking skills, with...
-
Financial Planning Assistant
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a skilled Financial Planning Assistant to join our team at Blakemore Recruitment. The successful candidate will provide technical support and maintain high standards of compliance.Key responsibilities include:Providing technical assistance in financial planning mattersMaintaining client files and ensuring all compliance procedures are...
-
Behaviour Support Professional
5 days ago
Welwyn Garden City, Hertfordshire, United Kingdom Look Ahead Care Support and Housing Full timeAbout the RoleWe are looking for a highly motivated and empathetic Support Worker Specialist to join our team at Look Ahead Care & Support in Hertfordshire. As a support worker, you will be responsible for providing high-quality care and support to individuals with complex needs.The successful candidate will possess excellent communication skills, be able to...
-
Financial Controller
3 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance Manager Job DescriptionWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Welwyn Garden City, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management,...
-
Corporate Financial Manager
2 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000beBee Professionals is seeking a Corporate Financial Manager to lead our finance team in the UK. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for management review.Monitor...
-
Support Professional
3 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £22,000 - £28,000Job Title: Support WorkerbeBee Professionals in Welwyn Garden City is seeking a dedicated Support Worker to join our team. This role involves providing support to individuals with disabilities in their daily activities and personal development.Key Responsibilities:Deliver support in daily living activities and promote independence.Implement care plans and...
-
Financial Director
3 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Welwyn Garden City, UK.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...
-
Support Professional
4 weeks ago
Welwyn Garden City, Hertfordshire, United Kingdom Dimensions Full timeWe are seeking a Support Professional to join our dynamic team at Dimensions. This exciting opportunity offers an estimated salary of £26,000 - £32,000 per annum, depending on experience.You'll play a vital role in supporting individuals with autism, learning disabilities, and sensory impairments, ensuring their safety and well-being at all times. As a key...
-
Business Financial Analyst
1 month ago
Welwyn Garden City, Hertfordshire, United Kingdom PayPoint Group Full timeAbout the Opportunity:We are seeking a highly skilled and experienced finance professional to join our team as a Business Financial Analyst. As a key member of our finance team, you will be responsible for providing strategic financial guidance and support to our business partners, while also contributing to the development and implementation of financial...
-
Financial Director
2 months ago
Welwyn Garden City, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Director Job DescriptionWe are seeking a detail-oriented and experienced Financial Director to join our finance team in the UK. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...