Financial Planning Specialist

CMA Recruitment Group is proud to have partnered with a 2-office firm who are currently looking to add to their West Berkshire team due to excess work.These firms pride themselves on their first-class customer service, where they predominantly work with high-net-worth individuals and their businesses.This role will initially be heavily home based, with just...

Financial Planning ManagerWe are seeking an experienced Financial Planning Manager to join our team at Mandeville. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:• Review and interpret historical financial results to improve understanding of...

Financial Planning SupportAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Support. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.Key ResponsibilitiesInput client details onto...

Bennett & Game Recruitment are partnering with a 20-year-old accountancy practice in Farnham to find an ambitious accountant to join their experienced team. The practice offers a competitive salary up to £50k, progression opportunities, hybrid working, and more.This practice has built a strong reputation for providing excellent advice and first-class...

Job DescriptionFinancial Planning SupportWe are seeking a skilled Financial Planning Support to join our team at KFS Recruitment.The ideal candidate will have excellent administrative skills and be able to:Input client details onto our systemAssist with new business administrationLiaise with clients for new business information and tax returnsFile checking...

Financial Planning and Investment AdministratorProfiles Personnel Careers is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their Financial Planning and Investment firm. This locally based organisation has built a reputation for putting their clients at the heart of what they do and being a supportive and...

Job Description***Financial Planning and Investment Administrator***This role has arisen due to exceptional business growth for a detail-oriented and efficient Financial Planning and Investment Administrator to join a Financial Planning and Investment firm. The organisation is known for putting clients at the heart of their operations and being a supportive...

IFA Administrator RoleThis is an exciting opportunity for a detail-oriented and efficient IFA Administrator to join a reputable Financial Planning and Investment firm.The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring the smooth operation of the business.Key Responsibilities:Providing...

***IFA ADMINISTRATOR***Due to exceptional business growth, a new opportunity has arisen for a detail-oriented and efficient IFA Administrator to join a Financial Planning and Investment firm. This organisation has built a reputation for putting clients at the heart of what they do and being a supportive and collaborative team.Key Responsibilities:Providing...

Financial Planning Support RoleWe are working with a Farnham based IFA Practice to find a Financial Planning Support to join the team. The successful candidate will be involved in a range of administrative tasks, including inputting client details and liaising with clients and product providers.Key ResponsibilitiesInput client details onto the Prestwood...

About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our client, a growing AIM listed technology business based near Farnham.Key ResponsibilitiesPrepare management accounts for 3 business units, ensuring timely and accurate financial reporting.Act as the main finance contact for the Division, providing commercial...

Bennett & Game Recruitment LTD are partnering with a reputable 20-year-old accountancy practice in Farnham to find an ambitious accountant to join their experienced team.Senior Accountant Job OverviewThis practice boasts a strong reputation for providing excellent advice and first-class services to business and personal clients, with a diverse portfolio of...

Administrative Support for Financial ServicesProfiles Personnel is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their team. This role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Input client details onto an in-house systemNew business administrationLiaise...

About Our ClientWe are a highly successful FMCG business, supplying products business-to-business, and we are currently recruiting for a Financial Management Specialist based in Farnham, Surrey, with hybrid working available.Job DescriptionAs the Financial Management Specialist, you will be working in a friendly and focused team, taking ownership of your...

About Us:TeamSport is a leading indoor karting company in the UK and expanding in Europe. Our mission is to provide an unparalleled entertainment experience, combining karting with other activities like mini-golf, Virtual Reality, and more. We're committed to making a positive impact in the communities we serve and fostering a culture of innovation and...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...

We are seeking a talented Financial Planning Analyst to join our client, a leading hospitality brand. This is a unique opportunity to work in a dynamic international head office team.The role involves managing reporting for all retail and hospitality profit centres, preparing budgets and forecasts, and coordinating the budget and forecast process.You will...

About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at IN-SYNC Group. As a key member of our finance department, you will be responsible for client account reconciliation, including allocating self-assessment receipts and calculating disbursements. You will also produce invoicing data for our outsourcing partners,...

About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team at IN-SYNC Group. In this role, you will be responsible for client account reconciliation, including allocating self-assessment receipts and calculating disbursements. You will also produce invoicing data for our outsourcing partners, make daily/weekly payments of...