Financial Planning Coordinator

Company OverviewDavid Smith Financial Services is a reputable Chartered Financial Planning firm based in Loughton, Essex. Our team is dedicated to providing exceptional client-focused services.Salary and BenefitsThe estimated salary for this position is £35,000 - £45,000 per annum, depending on experience. In addition to a competitive salary, we offer a...

Senior Paraplanner Role Overview:We are seeking a highly experienced and technically proficient Senior Paraplanner to join our team at CV Elite Ltd.Key Responsibilities:Collaborate with Financial Planners to deliver a highly personalised, holistic financial planning service.Create detailed agendas for client meetings and work closely with clients to...

Care Team LeaderLocation: Loughton, EssexSalary: £43,680 per annumHours: 35 hours per weekThis newly established, directly employed care team is seeking an experienced Care Team Leader to provide 24 hour care to our Client.The RoleThe Care Team Leader will be fundamental to the running of the care team, ensuring the highest standards of care are...

Job Title: Senior ParaplannerIndustry: Financial PlanningLocation: LoughtonSalary: Up to £75,000 (negotiable dependent on experience)Job Reference: 9320Job Description:Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Essex. Due to continued business...

**Overview** We are a well-established family run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how we treat our clients and staff, making the office truly feel like an extension of the family. As a Chartered Financial Planning business, we aim to provide clients with an exceptional...

Company OverviewDavid Smith Financial Services is a well-established family-run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how they treat their clients and staff, making the office truly feel like an extension of the family.We are a Chartered Financial Planning business, aiming to...

Job OverviewWe are seeking an experienced Bookkeeper to join our team at Armstrong Knight as a Financial Operations Coordinator. In this role, you will be responsible for assisting the outsourced team and cloud team manager in ensuring that bookkeepers stay within budget and meet deadlines.As a key member of our financial operations team, you will review and...

OverviewAt David Smith Financial Services, we pride ourselves on delivering exceptional financial planning services to our clients. We are seeking a skilled Financial Planning Administrator to join our team in Loughton, Essex.Job DescriptionThe successful candidate will be responsible for providing administrative support to our Partners, Financial Planners,...

Armstrong Knight is seeking a highly skilled Financial Planning Expert to join their team. This role plays a vital part in providing an efficient service including bookkeeping, VAT, management reporting, cash flow management, and assisting with profit and growth plans.The ideal candidate will have experience using Xero/Sage/Quickbooks and possess excellent...

The Role: We are seeking a highly experienced and technically proficient Paraplanner to join our team at CV Elite Ltd, a Chartered Financial Planning firm based in Essex. The successful candidate will be Chartered (Diploma qualified as a minimum) and will become the technical go-to expert in the office, staying up-to-date with industry developments and...

Senior Paraplanner OpportunityWe are seeking an experienced and skilled Senior Paraplanner to join our team at Recruit UK | Certified B Corp™.Salary: Up to £75,000 (dependent on experience)About the RoleThis is a fantastic opportunity for a Senior Paraplanner to take on a key role in a thriving Financial Planning firm based in Essex. As a member of our...

I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10). The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial...

I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial...

Job OverviewDavid Smith Financial Services, a leading Chartered Financial Planning firm based in Essex, seeks an experienced Financial Planning Administrator. This role is perfect for individuals looking to excel in a collaborative environment and make a meaningful impact.The Successful Candidate:Will provide administrative support to Partners, Financial...

We are seeking a highly skilled Senior Project Coordinator to join our team at Kier Group in London. The successful candidate will have extensive experience in construction planning and be proficient in using planning software, such as Asta Powerproject.As a Senior Project Coordinator, you will be responsible for producing and managing fully integrated...

We currently have an exciting opportunity available for a Planned Maintenance Coordinator (Customer Facing) to join our growing team based in Loughton, Essex. **The purpose of the role**: To support the operations teams and proactively engage with customers and colleagues to provide a first-class customer experience throughout our planned works activities,...

About the RoleWe are seeking a skilled Financial Planning Administrator to join our team at David Smith Financial Services, a well-established family-run business in Essex. As a Chartered Financial Planning firm, we provide exceptional financial planning services to our clients, and we aim to make a positive impact in every one of their lives.Key...

As a Financial Reporting Specialist at Armstrong Knight, you will play a pivotal role in delivering exceptional accounting services to our clients. Your responsibilities will include maintaining accurate and up-to-date financial records, preparing financial reports, and providing insightful analysis to inform business decisions.Key responsibilities:Manage...

We're seeking a skilled Project Coordinator to join our project team in London, supporting them in the region across various projects.Key responsibilities include:Developing and managing integrated programmes for projects with values ranging from £5m to £100m.Reviewing subcontractor programme information and ensuring compliance with contract...

We're looking for an Information Coordinator (Document Controller) to join our Build Team based in London. **Location**: Based on Site on our London Projects **Contract**: Full time, Permanent **What will you be responsible for?** As an Information Coordinator, you'll be working within the Digital Team, managing the project common data environment (CDE)...

We're looking for an Information Coordinator (Document Controller) to join our Build Team based across the London Region. **Location**: London - remote working available, with occasional travel to the office/site required **Contract**: Full time, Permanent **What will you be responsible for?** As an Information Coordinator, you'll be working within the...

We're seeking a skilled Project Coordinator to join our project team in London.As a key member of our team, you'll be responsible for:Producing and managing fully integrated programmes incorporating all disciplines, including design, commercial, and construction.Reviewing subcontractor programme and logistics information to ensure compliance with contract...

**Exams & Assessment Coordinator for SEN** 19.5 hours / 3 days per week (term time only) 8.30am - 3.30 pm (30 minutes for lunch) Local Government Scale 5 (starting at £26,107pa) Required ASAP We have a part-time vacancy for the role of Exams and Assessment Coordinator for SEN, starting ASAP. This role also assists in the support and inclusion of...

About Ride HighRide High, a charity dedicated to transforming the lives of vulnerable children, is seeking a highly skilled Strategic Financial Lead to oversee the financial operations of both the charity and its trading subsidiary.Job DescriptionThe successful candidate will play a crucial role in managing the day-to-day financial activities, ensuring...