Current jobs related to Financial Planning Support Specialist - Chalkhouse Green - Premier Jobs UK

  • Financial Planning Specialist

    4 days ago

    Englefield Green, United Kingdom Hays Accountancy and Finance Full time

    Role SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Hays Accountancy and Finance.Key ResponsibilitiesPreparation of budget and financial forecasting.Monthly reporting of results, trends and forecasts.Balance sheet reconciliations all transactions are recorded, filed and reported correctly and document business and...

  • Financial Planning and Analysis Specialist

    4 days ago

    Woodford Green, Greater London, United Kingdom Armstrong Knight Full time

    We are looking for a talented Financial Planning and Analysis Specialist to join Armstrong Knight's team. As AAT/ACCA Trainee Management Accountant, you will collaborate with the Financial Controller to deliver high-quality financial analysis and insights that inform business decisions.Main Responsibilities:Accounting and financial reporting for the company...

  • Paraplanner

    2 months ago

    Chalkhouse Green, United Kingdom CV-Library Full time

    This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow...

  • IFA Administrator

    2 months ago

    Chalkhouse Green, United Kingdom CV-Library Full time

    This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises...

  • Support Worker

    2 months ago

    Chalkhouse Green, United Kingdom CV-Library Full time

    Support Worker – Reading - £11.47ph  Typical Shifts are: 7am-2pm, 2pm-9pm, 9pm-7am Join Voyage Care and Feel Valued, we reward your dedication with: •    Enhanced evening and weekend pay at an additional 50p per hour (Ts & Cs apply) •    Premium overtime rates at an additional £1 per hour (Ts &...

  • Financial Compliance Specialist

    1 day ago

    Heald Green, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full time

    Our Vision for the FutureWe're Together Financial Services Limited, a leading property finance provider with over 50 years of experience in lending. Our aim is to provide our customers with common-sense approaches to unlocking their property ambitions.Key ResponsibilitiesAs a key member of our team, you will be responsible for ensuring that all lending...

  • Financial Planning Compliance Specialist

    5 days ago

    Hatching Green, United Kingdom Recruit Wealth Ltd Full time

    We are looking for a skilled Compliance Officer to join our team at Recruit Wealth Ltd. This role involves overseeing compliance, T&C, and AML matters, while collaborating with the senior leadership team.ResponsibilitiesMonitor and report on compliance issues to the Leadership team on a monthly basis.Review and sign-off financial promotions.Assess adviser...

  • Financial Planning Analyst

    3 weeks ago

    Wooburn Green, Buckinghamshire, United Kingdom Zebra Full time

    At Zebra, we're a community of innovators who drive change through collaborative work.Role OverviewWe're looking for a skilled Financial Planning Analyst to join our team. As a key member of our FP&A team, you'll play a crucial role in analyzing financial data and providing actionable insights to drive business growth.ResponsibilitiesDevelop and maintain...

  • Financial Reporting Specialist

    5 days ago

    Forty Green, United Kingdom Additional Resources Full time

    Financial Reporting Specialist">We are looking for a skilled Financial Reporting Specialist to join our team. As a senior professional, you will be responsible for managing smaller assignments and client portfolios, handling statutory accounts for FRS 102, groups, limited companies, and LLPs.Your key responsibilities will include:Leading audits from planning...

  • Primary Teacher for Key Stage 2

    4 weeks ago

    Chalkhouse Green, United Kingdom Wayman Group Full time

    A renowned school in the Reading area is seeking a highly skilled Year 6 teacher to join their dedicated team of educators. This is an excellent opportunity for an ambitious and passionate teacher to make a lasting impact on the lives of their students and contribute to the school's mission of fostering a supportive and inclusive learning environment.About...

  • Senior Financial Planning Manager

    4 days ago

    Heald Green, United Kingdom Rescourcery Group Full time

    Resourcery Group is a dynamic business based in South Manchester looking to appoint a Senior Management Accountant.About the RoleThis exciting opportunity will involve working closely with an accomplished Finance Director to provide financial planning, analysis, and reporting services.The role will be responsible for:Overseeing and managing the financial...

  • Primary School Teacher for Key Stage 2

    4 weeks ago

    Chalkhouse Green, United Kingdom Wayman Group Full time

    A reputable school in Reading is seeking a dedicated and experienced Year 6 teacher to join their team.The ideal candidate will have a passion for teaching and a commitment to delivering high-quality education to their students.The school offers a supportive environment that welcomes early career teachers and provides opportunities for professional growth...

  • Financial Planning and Analysis Expert

    3 weeks ago

    Forty Green, United Kingdom Holden Jones Full time

    Role Overview:Holden Jones is seeking a highly skilled Financial Planning and Analysis Expert to oversee the delivery of bookkeeping and outsource services. The ideal candidate will have a strong background in management accounting and be able to provide accurate financial insights.Key Responsibilities:Manage the purchase ledger and sales ledger to ensure...

  • Mechanical Planning Specialist

    3 days ago

    Datchworth Green, United Kingdom GK Search Limited Full time

    GK Search Limited is a leading recruitment agency that specializes in placing candidates in roles within the manufacturing and engineering sectors. As a Mechanical Planning Specialist, you will play a critical role in the success of our clients by providing expert advice on production planning and coordination.About the Role:This role involves providing...

  • Year 6 Primary School Teacher Position in Reading

    1 week ago

    Chalkhouse Green, United Kingdom Wayman Group Full time

    We are seeking a dedicated and experienced Year 6 teacher to join our team at a well-regarded primary school in Reading. This is an excellent opportunity for someone who is passionate about teaching and committed to delivering high-quality education.The successful candidate will be responsible for the pastoral care of children in Key Stage 2, promoting...

  • Financial Reconciliation Specialist

    3 weeks ago

    Cheswick Green, United Kingdom Stonegate Group Full time

    **Job Title:** Financial Reconciliation SpecialistThe role of a Financial Reconciliation Specialist at Stonegate Group is to provide high-level support to the Finance team. The successful candidate will be responsible for managing petty cash, processing operator fees, and investigating exceptions. This is a fantastic opportunity to work in a dynamic...

  • Support Worker

    6 months ago

    Bethnal Green, United Kingdom Parador Care Support Ltd Full time

    Are you looking to expand your skills and enhance your career as a Personal Care Assistant? Parador Care Support is recruiting for a client in the E1 area. If you are interested in joining the team and helping our client, please do not hesitate to contact us by forwarding your CV. Parador Care Support is seeking Care assistants (preferably with experience)...

  • Year 6 Teacher

    6 months ago

    Chalkhouse Green, United Kingdom Wayman Group Full time

    A Magnificent School in Reading is Seeking for a Year 6 TeacherWayman Education is working with a wonderful and remarkable primary school based in Reading that is seeking a proactive and emotionally intelligent Year 6 teacher for April 2024. The children are hardworking, caring, inquisitive and imaginative and the staff here aspire to develop well-rounded,...

  • Management Accountant

    2 weeks ago

    Woodford Green, Greater London, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a highly skilled Management Accountant to join their team. As a Management Accountant, you will play a key role in providing analysis and meaningful reporting to assist the key stakeholders in the business with the ongoing financial strategy and planning for the company and its associated subsidiaries.Key...

  • SEN Teaching Assistant

    4 days ago

    Woodford Green, Greater London, United Kingdom Classroom Support Full time

    Support Students with Autism, Enhance Their PotentialWe are seeking a dedicated SEN Teaching Assistant to join our team at Classroom Support. This rewarding role involves collaborating with students, teachers, and parents to ensure every child can reach their full potential.Key Responsibilities:Personalized Support - Provide individualized support for...

Financial Planning Support Specialist

4 weeks ago

Chalkhouse Green, United Kingdom Premier Jobs UK Full time

About the Role:

We are seeking a skilled Paraplanning Professional to join our team at Premier Jobs UK. As a key member of our financial planning team, you will provide essential support to our Financial Advisors in delivering high-quality financial planning solutions to our clients.

Key Responsibilities:

  • Prepare pre-approval documents and ensure recommendations are appropriate
  • Provide accurate, timely, and compliant suitability reports
  • Utilise technology to produce accurate solutions
  • Undertake financial calculations, including CGT and annual allowances
  • Ensure all advice documentation is compliant
  • Effectively communicate internally and externally
  • Work closely with Financial Advisors to gather sufficient information
  • Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

About Us:

Premier Jobs UK is a growing company that prioritises the growth and development of our employees. We are committed to supporting your progression and would welcome the opportunity to discuss this role further.