Financial Planning Coordinator

About the OpportunityWe are looking for an Office Operations Coordinator - Financial Planning Team to join our team. As a coordinator, you will be responsible for supporting the financial planning team in their daily activities, including coordinating meetings, preparing agendas, and documenting minutes.You will also be responsible for preparing and...

About the RoleWe are seeking an experienced Financial Planning Operations Lead to join our prestigious Financial Planning team. As a key member of the team, you will be responsible for providing high-level office support and customer care.The successful candidate will oversee and coordinate administrative tasks associated with the financial planning...

Job Summary: Financial Planning Operations LeadWe are seeking a highly skilled Financial Planning Operations Lead to oversee and coordinate administrative tasks associated with the financial planning department. As a key member of our prestigious Financial Planning team, you will provide high-level office support and customer care while ensuring efficient...

Company OverviewWe are working in close partnership with a highly regarded Wealth Management outfit to add new members to the Client Servicing team in Cheltenham. This business is seeking individuals who can provide Financial Advice to valued clients, offering a comprehensive range of services specializing in Tax, Financial and Estate Planning.This company...

Job DescriptionThe Financial Operations Coordinator will be responsible for providing financial and administrative support to the NSS Business Management team. This includes managing budgets, analysing financial data, and preparing reports for stakeholders.RequirementsAn organised and detail-oriented individual with excellent communication and interpersonal...

About Attivo:We are a Lifestyle Financial Planners firm committed to transparency, openness, and honesty in our approach.Our experienced financial specialists and support teams work together to deliver bespoke financial plans tailored to our clients' lifestyle needs.The successful candidate will work closely with our Financial Planners to integrate new...

Core 3 Ltd is seeking a Financial Planning Analyst to join their team in Cheltenham.The ideal candidate will have strong analytical skills and be able to oversee core financial operations, ensuring the company's financial performance is on track.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to identify...

Job OverviewAs a Senior Planning Coordinator, you will play a key role in coordinating and implementing planning policies and initiatives that promote sustainable development and growth in Cheltenham.Key Responsibilities:- Coordinate planning policies and initiatives with internal stakeholders- Collaborate with external stakeholders to identify opportunities...

**Job Title:** Financial Data CoordinatorWe are seeking a meticulous Financial Data Coordinator to join our client's Finance department at Reed. This role is essential for managing the company's purchase ledgers, ensuring all invoices are processed accurately and promptly.About the RoleThis position involves:Accurately processing supplier invoices, ensuring...

Job Title: Financial Operations CoordinatorEstimated Salary: £12.50 per hourLocation: Stonehouse, GloucestershireJob Type: Part-timeYou are a skilled finance professional seeking a flexible part-time opportunity in a dynamic setting. As a Financial Operations Coordinator, you will be responsible for managing financial tasks and ensuring the smooth operation...

**Company Overview:** Core 3 Ltd is a dynamic organisation that values innovation and growth. We are seeking an ambitious individual to join our team as a Financial Planning Analyst.**Salary:** The salary for this position is estimated to be between £55,000-£65,000 per annum, with a bonus of up to 16%.**Job Description:** As a Financial Planning Analyst,...

Heat Recruitment is seeking a highly skilled Financial Planning Analyst to join our team. As a key member of our team, you will play a crucial role in providing expert advice on pension planning and supporting financial planners in their work.About the JobIn this role, you will be responsible for conducting technical research and analysis to inform cash flow...

Job Overview">IDEX Consulting Ltd is a bespoke financial planning firm with an outstanding reputation, specialising in providing a premium service to high net-worth clients.">Salary: £45,000 DOE">The successful candidate will work 1 day a week in our office located in Cheltenham or Hereford. This role requires Level 4 Diploma qualification or nearing...

Core 3 Ltd, an acquisitive PE backed organisation in Cheltenham, is seeking a skilled FP&A Analyst to oversee core financial operations.Key responsibilities include:Developing and maintaining financial modelsAnalyzing financial data to inform business decisionsCollaborating with cross-functional teamsThis is an exciting opportunity for ambitious individuals...

Job Title: Financial Planning Specialist**Salary:**£45,000 - £65,000 per annum, depending on experience.Job Description:We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. As a key member of our team, you will be responsible for preparing pre-approval documentation, utilizing technology to produce accurate solutions, and...

Job Summary:We are seeking an experienced Event Planning Coordinator to join our team in South Gloucestershire. As a Wedding & Events Assistant, you will work closely with our Wedding & Events Manager to deliver exceptional experiences for clients.

About Us:PortmanDentex is one of the largest dental groups in the UK and Ireland, committed to reimagining group dentistry and wellness. We strive to create an environment of mutual respect and equality, providing equal employment opportunities to all.We are seeking a talented Financial Planning and Analysis Specialist to join our team, who will play a key...

Job Title: Senior Paraplanning Professional£45,000 DOE (Depending on Experience)A leading bespoke financial planning firm based in the South West is seeking an experienced Senior Paraplanning Professional to join their team. The ideal candidate will be based locally to Cheltenham or Hereford and have a Level 4 Diploma qualification or be nearing completion...

Job Description:Austin Fraser is seeking a dynamic Financial Operations Coordinator to advance the financial operations of our business in Cheltenham.The ideal candidate will have proven bookkeeping experience within an accountancy practice or industry, with good knowledge of Xero and Sage 50. Key Responsibilities:Reconcile bank accounts, purchase ledgers,...

We are partnering with a prestigious financial planning organisation to recruit a Head of Administration. This pivotal leadership role oversees and enhances administrative operations that support the firm's Financial Planners, Paraplanners, and clients.Key Responsibilities:Lead and manage a team of IFA Administrators to ensure efficient operations and high...