Financial Services Specialist
5 days ago
We are seeking a highly skilled Paraplanning Expert to join our team at St James's Place Wealth Management. As a key member of our paraplanning department, you will play a vital role in providing exceptional client service by supporting the preparation of suitability reports and case files.
About the Role:This is an exciting opportunity for a motivated and organized individual to work in a fast-paced environment, utilizing their technical skills and knowledge to deliver high-quality results. The ideal candidate will have a strong understanding of financial planning concepts, including income tax, capital gains tax, inheritance tax, trusts, and pension transfers.
Responsibilities:- Assist in the preparation of suitability reports, case files, and other related documents.
- Conduct research to identify suitable solutions to meet client needs, involving obtaining information, quotes, illustrations, and product details for comparison and analysis.
- Liaise with advisers to ensure adequate information is available to progress cases efficiently.
- Maintain accurate records and update client files as necessary.
- A minimum Level 4 Diploma in Financial Planning or equivalent qualification.
- Excellent communication and organizational skills.
- Proficiency in MS Office, MS Outlook, and CRM systems such as Salesforce.
- Ability to prioritize workload and manage multiple tasks effectively.
The estimated salary for this position is £35,000 - £45,000 per annum, depending on experience.
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AWS Cybersecurity Specialist
7 days ago
Beckenham, Greater London, United Kingdom Foresters Financial Full timeJob OverviewAvoiding significant financial losses due to cyber threats requires a highly skilled cybersecurity specialist. In this role, you will work with the Systems Support Team at Foresters Financial to protect company assets and maintain a secure IT environment. Key Responsibilities:Monitor for attacks, intrusions, and unusual activityEvaluate security...
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Financial Services Specialist
7 days ago
Beckenham, Greater London, United Kingdom Openwork Services Limited Full timeCompany OverviewBecoming a part of Openwork Services Limited means being part of a well-established and successful brokerage in Bromley, London. Our team is dedicated to providing outstanding advice to clients, and we are looking for a talented and very experienced protection advisor to join us.Salary: £60,000 - £80,000 per annum, depending on experience,...
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Financial and Contractual Specialist
2 months ago
Beckenham, Greater London, United Kingdom beBee Professionals Full time £35,000 - £45,000We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...
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Financial and Contractual Specialist
2 months ago
Beckenham, Greater London, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and project management, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...
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Senior Financial Governance Specialist
4 weeks ago
Beckenham, Greater London, United Kingdom Pontoon Full timePontoon Employment ConsultancyWe're passionate about helping people from diverse backgrounds thrive in their careers.Our client, a leading global financial institution, is seeking a Senior Financial Governance Specialist to join their team in Bromley.Job SummaryThis is a fantastic opportunity for a seasoned professional to lead financial management and...
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Financial Management Specialist
2 days ago
Beckenham, Greater London, United Kingdom Harris Academy Beckenham Full timeCompany OverviewHarris Academy Beckenham is a high-performing academy that prides itself on its excellent teaching standards and exceptional student outcomes. With a reputation for academic excellence, we are committed to providing our students with a world-class education that prepares them for success in their future careers.The academy has been designated...
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Financial Services Assistant
9 hours ago
Beckenham, Greater London, United Kingdom Michael Page (UK) Full timeAbout Our FirmOur client is a reputable firm in the financial services sector with over 2000 employees. They have a strong reputation for delivering high-quality services to clients globally and are recognised for their commitment to career development and progression.Job SummaryWe are seeking an experienced Accounts Assistant to join our team on a permanent...
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Financial Services Consultant
4 weeks ago
Beckenham, Greater London, United Kingdom Openwork Services Limited Full timeWe are seeking a skilled Mortgage and Protection Expert to join our team at Openwork Services Limited. With a thriving brokerage in Bromley, we offer an exciting opportunity for someone who wants to excel in their career.About the Role:Provide tailored recommendations and expert guidance on Mortgage and Protection products to clients.About You:CeMAP or CII...
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Financial Systems Support Specialist
6 hours ago
Beckenham, Greater London, United Kingdom Bromcom Computers Plc Full timeJob OverviewWe are seeking a highly motivated and experienced individual to join our team as a Financial Systems Support Specialist. This is an outstanding opportunity to work with a leading provider of finance and management information systems for schools and Multi-Academy Trusts (MATs).
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Financial Services Consultant
3 days ago
Beckenham, Greater London, United Kingdom Openwork Services Limited Full timeWe're seeking a skilled Mortgage Business Developer to join our team. In this role, you'll work closely with mortgage advisers to generate appointments for protection, leveraging your protection sales expertise. Enjoy a hybrid working arrangement, with three days per week spent in the office, and benefit from full administrative support.Key...
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Financial Services Administrator
4 weeks ago
Beckenham, Greater London, United Kingdom ProTalent Limited Full timeWe are seeking an experienced Accounting Technician to join our team at ProTalent Limited. As an Accounts Technician, you will play a key role in providing expert accounting services to our clients.Your responsibilities will include:Preparation of financial statements for sole traders, partnerships, and limited companiesTax compliance and advisory...
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Financial Deal Maker
4 weeks ago
Beckenham, Greater London, United Kingdom Growth Investments Full timeGrowth Investments is a leading firm in the alternative investment sector, offering a range of financial products and services to clients. We are seeking an experienced Investment Opportunities Specialist to join our team.The successful candidate will be responsible for identifying and cultivating new business opportunities, conducting thorough market...
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Financial Services Graduate
4 weeks ago
Beckenham, Greater London, United Kingdom RSM UK Full timeDevelop a Career in Audit and AssuranceWe are seeking an ambitious graduate to join our team as an Audit Assistant. As a member of our audit team, you will play a crucial role in ensuring the accuracy of financial statements for a range of clients.You will conduct thorough, risk-focused reviews of clients' financial records, processes, and controls. With...
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Financial Services Manager
4 weeks ago
Beckenham, Greater London, United Kingdom Page Personnel Sales Full timeAbout Our ClientPage Personnel Sales is a reputable organisation in the Business Services industry, committed to delivering top-notch services.Job DescriptionCredit Control and Risk Management:Manage and oversee the company's credit control processes, ensuring financial policies are upheld at all times.Communicate with clients regarding overdue payments and...
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Financial Systems Support Specialist
2 weeks ago
Beckenham, Greater London, United Kingdom Bromcom Computers Plc Full timeJob DescriptionWe are seeking an experienced Financial Systems Support Specialist to join our team at Bromcom Computers Plc. As a key member of our customer success department, you will play a vital role in ensuring our school finance systems meet the evolving needs of our clients.The ideal candidate will have extensive experience working with school and/or...
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Cybersecurity Engineer
7 days ago
Beckenham, Greater London, United Kingdom Foresters Financial Full timeAbout the RoleForesters Financial is seeking a highly skilled Cybersecurity Engineer to join our team. This role involves designing, implementing, and maintaining security controls across both on-premise and Azure Infrastructure.Key ResponsibilitiesImplement and monitor security protocols to prevent, detect, and manage security threats.Collaborate with the...
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Financial Management Specialist
4 weeks ago
Beckenham, Greater London, United Kingdom Adecco UK LTD Full timeBusiness Control Manager / PMO Job OpportunityA leading financial institution is seeking a highly skilled Business Control Manager / PMO to join their team in Bromley. This 12-month role offers a challenging and rewarding experience, working closely with business partners to drive strategic initiatives and improve operational efficiency.About the Role:This...
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Service and Maintenance Specialist
3 days ago
Beckenham, Greater London, United Kingdom Rock managed services Full timeJob SummaryWe are seeking a skilled Gas Service and Repair Engineer to join our operations team in the South East region. The ideal candidate will have a strong background in gas service and repair, as well as excellent communication and problem-solving skills.Key ResponsibilitiesPerform routine maintenance and repairs on gas appliances and systems, adhering...
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Financial Trader Specialist
3 days ago
Beckenham, Greater London, United Kingdom Educate2Trade Full timeJob Opportunity:Educate2Trade is a leading financial trading company, providing comprehensive training programs and career development opportunities for individuals interested in financial markets. Our mission is to empower traders with practical knowledge and skills essential for navigating the complexities of the financial world.We are seeking a skilled...
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Financial Services Market Strategist
4 weeks ago
Beckenham, Greater London, United Kingdom HipHopTune Media Full timeRole OverviewWe are seeking a skilled Financial Analyst to join our trading team at HipHopTune Media. As a Junior Financial Analyst, you will be responsible for supporting the analysis and execution of trades.