Current jobs related to Financial Planning Administrator - Reading, Reading - Premier Jobs UK Limited


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our business leaders.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd. The successful candidate will be responsible for leading the Management Accounts Team and providing financial analysis and planning support to the Executive and Divisional management.Key Responsibilities:Manage the...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Role OverviewWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd.Key ResponsibilitiesManage the production of monthly management accounts, including financial analysis and variance analysis.Provide financial support to Executive members and Divisional managers.Oversee budgeting and...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Role OverviewWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd.Key ResponsibilitiesManage the production of monthly management accounts, including financial analysis and variance analysis.Provide financial support to Executive members and Divisional managers.Oversee budgeting and...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Careers Full time

    Key Responsibilities:Financial Planning and Analysis:Develop and maintain accurate financial models and forecasts.Provide financial analysis and variance analysis to support business decision-making.Financial Reporting:Prepare and review financial statements, including balance sheets and income statements.Ensure compliance with accounting standards and...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd.The successful candidate will be responsible for leading the Management Accounts Team, including two Finance Analysts and an Assistant Accountant, and will be responsible for the accuracy of the Fixed Asset Register.The...


  • Reading, Reading, United Kingdom Integris Financial Recruitment Ltd Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Integris Financial Recruitment Ltd.The successful candidate will be responsible for leading the Management Accounts Team, including two Finance Analysts and an Assistant Accountant, and will be responsible for the accuracy of the Fixed Asset Register.The...


  • Reading, Reading, United Kingdom Janus Financial Consultancy Ltd Full time

    About the RoleWe are an Independent Financial Planning firm, Janus Financial Consultancy Ltd, providing financial planning services to Medical Practitioners and IT Professionals across the UK. With over 20 years of experience, our head office is based in West Berkshire.Key ResponsibilitiesPerform general office administration duties, including filing,...


  • Reading, Reading, United Kingdom Janus Financial Consultancy Ltd Full time

    About the RoleWe are an Independent Financial Planning firm, Janus Financial Consultancy Ltd, providing financial planning services to Medical Practitioners and IT Professionals across the UK. With over 20 years of experience, our head office is based in West Berkshire.Key ResponsibilitiesPerform general office administration duties, including filing,...


  • Reading, Reading, United Kingdom Bupa Full time

    Financial Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial...


  • Reading, Reading, United Kingdom Bupa Full time

    Financial Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial...


  • Reading, Reading, United Kingdom Bupa - Care Homes Full time

    Financial AdministratorWe are seeking a highly skilled Financial Administrator to join our team at Bupa Care Homes. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our financial processes, including invoicing, cash allocation, banking, and debt management.Key Responsibilities:Process invoices and manage...


  • Reading, Reading, United Kingdom Bupa - Care Homes Full time

    Financial AdministratorWe are seeking a highly skilled Financial Administrator to join our team at Bupa Care Homes. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our financial processes, including invoicing, cash allocation, banking, and debt management.Key Responsibilities:Process invoices and manage...


  • Reading, Reading, United Kingdom Cranleigh Personnel Full time £25,000 - £28,000

    Financial Planning Trainee OpportunityRole OverviewCranleigh Personnel is seeking a highly motivated and ambitious individual to join our team as a Trainee Financial Planner. As a Trainee Financial Planner, you will have the opportunity to develop your skills and knowledge in financial planning and work towards becoming a qualified financial advisor.Key...


  • Reading, Reading, United Kingdom Bupa Full time

    Financial Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial...


  • Reading, Reading, United Kingdom Bupa Full time

    Financial Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa Care Services. As a Financial Administrator, you will play a crucial role in ensuring the smooth operation of our financial processes, providing excellent customer service, and maintaining accurate financial...


  • Reading, Reading, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, with a focus on holistic wealth management and tax-efficient strategies.The ideal candidate will have a Level 4...


  • Reading, Reading, United Kingdom Resource Matters Ltd Full time

    Unlock Your Potential as a Financial AdvisorResource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide high-quality financial planning advice to a large portfolio of clients, with a focus on holistic wealth management and tax-efficient strategies.The ideal candidate will have a Level 4...


  • Reading, Reading, United Kingdom enable recruitment | B Corp™ Full time

    Senior Financial Planning AdministratorAre you looking for a challenging role in a dynamic Financial Services firm? Our client's Financial Planning division is seeking a Senior Financial Planning Administrator to join their team in either Reading or Birmingham. This is a fantastic opportunity for someone to take their career to the next level and work with a...


  • Reading, Reading, United Kingdom enable recruitment | B Corp™ Full time

    Senior Financial Planning AdministratorAre you looking for a challenging role in a dynamic Financial Services firm? Our client's Financial Planning division is seeking a Senior Financial Planning Administrator to join their team in either Reading or Birmingham. This is a fantastic opportunity for someone to take their career to the next level and work with a...

Financial Planning Administrator

2 months ago


Reading, Reading, United Kingdom Premier Jobs UK Limited Full time

About Premier Jobs UK Limited

We are a leading recruitment agency providing top talent to the financial services industry. Our team of experts is dedicated to helping businesses like yours find the best candidates for their needs.

Job Summary

We are seeking an experienced IFA Administrator to join our client's team. As a key member of the financial planning team, you will provide administrative support to our Financial Advisors, who deliver holistic financial planning to clients.

Key Responsibilities

  • Provide administrative support to the financial planning team, including data entry, document preparation, and record-keeping.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Develop and maintain accurate and up-to-date records of client interactions and correspondence.
  • Collaborate with the financial planning team to ensure seamless delivery of services to clients.

Requirements

  • Proven experience as an IFA Administrator or in a similar role.
  • Excellent administrative and organizational skills.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.