Senior Financial Planning Administrator

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Acting as a first point of contact for clients and product providersPreparing meeting packs and client...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

Financial Planning Administrator OpportunityOur client, a respected Independent Wealth Manager, is seeking an experienced Financial Planning Administrator to join their team. The successful candidate will assist financial planners with new business submissions, produce annual reviews for clients, and complete anti-money laundering checks. A strong...

Financial Planning Administrator RoleOur client, a respected Independent Wealth Manager, seeks a skilled Financial Planning Administrator to join their team. This role is ideal for individuals with experience in IFA administration and a strong understanding of the Intelligent Office system.Key Responsibilities:Act as the first point of contact for clients...

**Job Summary**We are seeking a highly skilled and experienced Senior Financial Controller to join our team at Integris Financial Recruitment Ltd. As a key member of our finance department, you will be responsible for providing strategic financial guidance and leadership to our organization.Key Responsibilities:Provide financial management and leadership to...

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will have 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Act as a first point of contact for clients and product providersPrepare meeting packs and client engagement...

Job Title: Senior Financial ManagerWe are seeking a highly skilled Senior Financial Manager to join our team at Integris Financial Recruitment Ltd.Job Summary:The successful candidate will be responsible for providing financial leadership and management to the organisation, ensuring the implementation of effective financial controls and processes.Main...

Job Title: IFA AdministratorAbout the Role:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working from home once a week and in the office for training and onboarding.Key Responsibilities:Provide administrative support to...

Job DescriptionIntegris Financial Recruitment Ltd is seeking a highly skilled and experienced Senior Financial Controller to join our team.The successful candidate will be responsible for providing strong and effective management through:Service ManagementTeam ManagementFinancial AccountingCorporateService ManagementThe Senior Financial Controller will...

Job Description:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working closely with our IFA's to deliver exceptional client service.Key Responsibilities:Provide administrative support to our financial planning team,...

Job DescriptionService ManagementWe are seeking a skilled and experienced Senior Financial Controller to provide strong and effective management through:Promoting the Council's Corporate Values and ensuring the Council's Vision, Values and Objectives are achieved by providing a clear sense of purpose and direction within the accountancy function.Supporting...

**Job Title:** Senior Financial Controller**Job Summary:** We are seeking a highly skilled Senior Financial Controller to join our team at Integris Financial Recruitment Ltd. The successful candidate will be responsible for providing strong and effective financial management through:**Promoting the Council's Corporate Values** and ensuring the Council's...

Financial Planning SpecialistAt AFH Wealth Management, we are seeking a skilled Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a vital role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesReview and respond to clients' changing needs and financial circumstances,...

Service ManagementTo assist the Service Lead in providing strong and effective management through:Ensuring the Council's Corporate Values are promoted and the Council's Vision, Values and Objectives are achieved by providing a clear sense of purpose and direction within the accountancy function.Supporting service area projects as required.Participating in...

Service ManagementAs a key member of our team at Integris Financial Recruitment Ltd, you will be responsible for providing strong and effective management through:Promoting the Council's Corporate Values and ensuring the Council's Vision, Values and Objectives are achieved by providing a clear sense of purpose and direction within the accountancy...

Service ManagementAs a key member of the Integris Financial Recruitment Ltd team, you will assist the Service Lead in providing strong and effective management through:Promoting the Council's Corporate Values and ensuring the Council's Vision, Values and Objectives are achieved by providing a clear sense of purpose and direction within the accountancy...

At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed adviser, you'll work with clients to understand their financial goals and develop tailored strategies for achieving financial independence.Key responsibilities include:Reviewing and responding to clients' changing needs and...

As a Financial Planning Specialist at AFH, you will play a key role in helping clients achieve their financial goals. With a focus on client-centric advice, you will work closely with clients to understand their current and future financial needs, and develop tailored financial strategies to guide them towards financial independence.Key responsibilities will...

At Savant Recruitment Experts, we are seeking a highly skilled and experienced Senior Financial Strategist to join our client's team.The ideal candidate will have a strong background in finance and a proven track record of leading financial planning and analysis teams.Key responsibilities will include:Providing strategic financial guidance to senior...

About Attivo: Attivo is a leading Independent Lifestyle Financial Planners. Our experienced, highly qualified Financial Planners and expert support teams are committed to delivering more for all our clients. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients' lifestyle needs. Whether you're a private...