Senior Financial Planning Professional
4 hours ago
We are seeking a skilled Financial Planning Administrator to join our team at CV Library. This role presents an excellent opportunity for individuals looking to develop their career in financial services.
The successful candidate will have the opportunity to cater for training, development, progression, exam support and a potential route to Paraplanning if desired.
Key Responsibilities:- Maintain accurate client records and update plan data regularly.
- Extract information from platforms on portfolios and fund/plan performance.
- Ensure financial transactions are completed correctly and files are fully FCA compliant.
- Complete project work and other tasks as required.
- Provide exceptional telephone manner and maintain a strong IT system knowledge.
Experience in financial services and/or professional industries is advantageous. A flexible attitude with strong agile thinking is essential for this role.
Salary: £30,000 - £40,000 per annum, depending on experience.
This role offers a comprehensive benefits package, including training and development opportunities, making it an attractive option for those seeking a rewarding career.
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Financial Planning Coordinator Position
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Enable Recruitment Full timeWe are thrilled to partner with a well-established independent financial advice firm looking to expand its support team.If you're a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you.Prepare and process business for new and existing clientsProvide administrative support for our paraplanners and...
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Financial Planning and Analysis Expert
3 weeks ago
Haywards Heath, West Sussex, United Kingdom First Central Services UK Ltd Full timeAbout the RoleWe are seeking an experienced Financial Planning and Analysis Expert to join our team at First Central Services UK Ltd. As a key member of our finance department, you will be responsible for analyzing financial data, identifying trends, and developing strategies to drive business growth.
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Financial Bookkeeping Professional
1 week ago
Haywards Heath, West Sussex, United Kingdom ProTalent Limited Full timeJob Title: Financial Bookkeeping ProfessionalAbout the Role:We are seeking an experienced financial bookkeeper to join our dynamic team at ProTalent Limited. As a key member of our accountancy practice, you will be responsible for performing bookkeeping duties, assisting clients with their financial needs, and managing VAT returns and reconciliations. If you...
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Care Planning Professional
6 hours ago
Haywards Heath, West Sussex, United Kingdom iPeople Solutions Full timeCare Planning Professional OpportunityiPeople Solutions has an opening for a highly skilled Adults Social Worker to work with clients in the Central London area.The ideal candidate will focus on performing detailed assessments, creating care strategies, and delivering supportive services.Completing Care Act assessments to identify specific needs and craft...
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Financial Services Professional
3 weeks ago
Haywards Heath, West Sussex, United Kingdom ProTalent Limited Full timeProTalent Limited is seeking an experienced and qualified accountant to join our team in Haywards Heath. This is a unique opportunity for an ambitious individual to advance their career in accountancy.">About the Position:Provide expert accountancy services to a range of clientsOffer business advisory roles, including financial planning and managementWork...
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Senior Mechanical Professional
2 hours ago
Haywards Heath, West Sussex, United Kingdom BSV Recruitment Ltd Full timeWe have an exciting opportunity for a highly skilled Senior Mechanical Design Engineer to join our team in West Sussex. With an estimated salary of £70,000 - £85,000 per year, this role offers a great challenge for experienced professionals who share our passion for technical excellence and sustainability. As a key member of our team, you will work closely...
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Lead Finance Professional
10 hours ago
Haywards Heath, West Sussex, United Kingdom ITSS Recruitment Ltd Full timeJob Title: Lead Finance ProfessionalLocation: Haywards Heath, West SussexSalary: £45,500 - £50,300 per annumThe Lead Finance Professional will be responsible for overseeing the financial operations of the organization. This includes managing the accounts payable and receivable teams, as well as coordinating month end close processes.This role requires...
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Financial Services Coordinator
3 hours ago
Haywards Heath, West Sussex, United Kingdom CV Library Full timeFinancial Planning AdministratorCV Library is recruiting a highly skilled Financial Planning Administrator to support our clients' growth in the financial services industry.This exciting opportunity allows the successful candidate to develop their skills and expertise in financial planning administration, with the potential for career advancement and...
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Financial Support Professional
1 week ago
Haywards Heath, West Sussex, United Kingdom Page Personnel Sales Full timePage Personnel Sales is seeking a highly organized and detail-oriented Administrative Accountant to join our team. The successful candidate will be responsible for assisting with financial tasks such as invoicing, bank reconciliation, and sales and purchase ledger management.We are looking for someone with AAT or QBE qualifications and strong Excel and...
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Senior Financial Administrator
4 days ago
Haywards Heath, West Sussex, United Kingdom TPF Recruitment Full timeJob OverviewTPF Recruitment is proud to be representing a distinguished independent firm in Sussex, which has experienced remarkable growth over the past few years. This opportunity allows an experienced Bookkeeper to join their thriving team in Haywards Heath.Key ResponsibilitiesMaintain accurate and up-to-date financial records for a diverse portfolio of...
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Senior Finance Lead
2 months ago
Haywards Heath, West Sussex, United Kingdom University Hospitals Sussex NHS Foundation Trust (279) Full timeAbout the RoleWe are seeking a highly experienced and skilled Financial Director to join our team at University Hospitals Sussex NHS Foundation Trust. The successful candidate will be responsible for leading our financial operations, ensuring effective financial management, and contributing to the strategic direction of the Trust.Main ResponsibilitiesThe...
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Strategic Financial Director
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Lloyd Recruitment Ltd Full timeLloyd Recruitment Ltd is partnering with a rapidly expanding organisation in search of an accomplished Head of Finance. In this influential role, you will drive financial performance and shape strategic direction to support continued growth.This highly sought-after position offers a competitive salary range £60,000 - £80,000 per annum depending on...
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Financial Administrator Specialist
7 hours ago
Haywards Heath, West Sussex, United Kingdom CV Library Full timeFinancial Planning AdministratorWe are seeking a skilled and detail-oriented Financial Planning Administrator to join our team at CV Library.This role involves providing administrative support to our clients' financial planning activities, ensuring accuracy and efficiency in all aspects of the job.Main Responsibilities:Update client records and manage data...
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Financial Statement Expert
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Protalent Full timeAbout This Role:We are seeking a skilled accountant to join our team at Protalent. As a senior financial analyst, you will play a vital role in preparing financial statements for our clients. Your attention to detail, combined with your excellent communication skills, will be essential in this position.Responsibilities:- Prepare financial statements for a...
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Accounts and Financial Management Professional
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Pro Talent Full timeProTalent is a recruitment agency that values our clients and their needs, which is why we are delighted to be recruiting on behalf of a well-established and highly regarded independent accountancy firm based in the UK. Our client offers a diverse and rewarding role for an experienced Bookkeeper and Accounts Assistant to join their successful practice.The...
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Senior Claims Professional
7 hours ago
Haywards Heath, West Sussex, United Kingdom Barker Munro Recruitment Ltd Full timeWe are seeking a highly skilled Senior Claims Professional to join our team at Barker Munro Recruitment Ltd. As a key member of our claims department, you will be responsible for handling complex credit hire cases with strong technical knowledge of indemnity validation, liability, and reserving.Our ideal candidate will have experience in property and credit...
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Accounting Professional
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Protalent Full timeJob Title: Senior AccountantAbout Us:Protalent is a forward-thinking company dedicated to delivering exceptional results. Our mission is to provide high-quality services to our clients while fostering a positive work environment. We strive to attract and retain top talent by offering competitive salaries and benefits.Salary: £45,000 - £55,000 per...
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Financial Professional
1 week ago
Haywards Heath, West Sussex, United Kingdom Pro Talent Full timeJob DescriptionPro Talent is seeking a talented AAT Accountant to join our team. In this role, you will be responsible for preparing accounts, statutory accounts, and management accounts for clients, ensuring compliance with UK GAAP and regulations. This is an excellent opportunity to develop your accounting skills and experience in a dynamic environment.Key...
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Senior Financial Analyst
2 weeks ago
Haywards Heath, West Sussex, United Kingdom Protalent Full timeCompany Overview:A leading provider of innovative solutions, Protalent offers a dynamic work environment that fosters growth and development. As a qualified accountant, you will be part of a talented team working on accounts preparation, statutory accounts, and management accounts.Job Description:Preparation of financial statements for a range of clients is...
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Activity Planning Professional
3 weeks ago
Haywards Heath, West Sussex, United Kingdom Seed Recruitment Consultants Ltd Full timeCompany OverviewSeed Recruitment Consultants Ltd is seeking a dedicated individual to join their team as an Activities Coordinator at one of their Care Homes in Haywards Heath.