Financial Services Paraplanner

Located in the picturesque towns of Cheltenham or Hereford, IDEX Consulting seeks a skilled Pensions Paraplanner to join their team. With offices across the country, this financial planning firm specializes in delivering premium services to high net-worth clients.Job SummaryThis is an exciting opportunity for a Level 4 Diploma qualified individual to utilize...

We are seeking an experienced Pensions Paraplanner to join our team at IDEX Consulting in Cheltenham or Hereford. This role offers a unique blend of challenges and opportunities for growth and development within a dynamic financial planning firm.About the RoleIn this position, you will be responsible for preparing pre-approval documentation, using technology...

IDEX Consulting, a specialist financial planning firm, seeks an experienced Paraplanner to join their team in Cheltenham or Hereford.The role requires preparation of pre-approval documentation, utilizing technology to deliver accurate client solutions, and producing compliant suitability reports.Responsibilities:Support advisers in gathering client...

We are seeking an exceptional Paraplanner to join our team at IDEX Consulting in Cheltenham or Hereford.This role involves supporting our advisers in providing high-quality services to our clients, who are predominantly high net-worth individuals.Key Tasks:Develop and maintain thorough understanding of our clients' needs.Collaborate with internal teams to...

CITRUS CONNECT LTD is a leading provider of financial planning services in the UK. We are seeking a Financial Services Advisor to join our team.About the RoleThis is an exciting opportunity to join our team as a Financial Services Advisor. As a key member of our team, you will be responsible for providing expert advice on financial planning and estate...

Job DescriptionWe are seeking an experienced Financial Services Director to join our team at Montezuma Winery Llc. The successful candidate will be responsible for overseeing the entire credit lifecycle, from application to closure.The ideal candidate will have a strong background in finance and credit analysis, with excellent communication and leadership...

Job Title: Financial Services CoordinatorWe are seeking a skilled and motivated Financial Services Coordinator to join our team at Kidwells Group. The successful candidate will be responsible for providing administrative support to the finance function, ensuring client satisfaction and compliance with sector rules.Key Responsibilities:Support senior team...

We are seeking a highly skilled Financial Services Manager to join our team in the South West of England.The successful candidate will be responsible for managing and advising on a book of discretionary, advisory, managed and XO client investment portfolios.This is an excellent opportunity for a goal-orientated individual with a solid background as a UK...

We are seeking an experienced Project Manager to lead and manage core banking projects, ensuring timely delivery, within scope, and within budget.About the RoleLead project management for financial services projects, overseeing end-to-end project delivery.Stakeholder engagement with internal teams and external partners to align project goals and drive...

**Job Description**The successful candidate will have a strong background in finance, with experience of leading a successful finance team and providing sound financial advice to senior management. You will also have strong IT skills, with proven experience of maintaining and developing financial systems and processes.

Job Title: Financial AdministratorSalary: £23,795.20Reports to: Finance SupervisorLocation: HerefordWe are seeking a highly motivated and organized individual to join our team as a Financial Administrator. In this role, you will provide general administration support to the finance function, ensuring smooth company operations and client satisfaction.Main...

Job SummaryWe are looking for a skilled School Effectiveness Officer to manage finances, analyze data, and engage with stakeholders. This role offers a competitive salary and excellent benefits.Key ResponsibilitiesDevelop and implement effective financial management strategies.Collect and analyze data to inform business decisions and drive performance...

At Kingspan Insulation, we are seeking a highly organized and detail-focused Credit Control Assistant to join our Finance team in the UK on a part-time basis. This temporary role covers maternity leave for up to 12 months.Job Overview:The successful candidate will support the UK Credit Control Manager in ensuring that the Accounts Receivable Ledgers of KIL...

Senior Accountant Opportunity in HerefordWe Are Workforce Ltd is seeking a highly skilled Senior Accountant to join our team in the vibrant city of Hereford. This exciting role offers a unique chance to manage a diverse portfolio of clients, providing expert accounting services and financial advice.Key Responsibilities:Manage a portfolio of clients, ensuring...

About the RoleWe are seeking an experienced Management Accountant to join our team on a 6-month fixed-term contract. The successful candidate will play a crucial role in delivering high-impact financial information and services, ensuring alignment with Hoople's SLA standards.Key Responsibilities:Building strong relationships with budget holders, finance...

Unlock a Rewarding Career in Wealth PlanningSucceed in a dynamic and supportive environment with Succession Wealth, a leading Financial Advisory firm in the UK.Become a key player in our Aviva Financial Advice team, delivering exceptional financial planning solutions to clients nationwide.This exciting opportunity is perfect for experienced professionals...

We Are Workforce Ltd is a forward-thinking company seeking a Semi-Senior Accountant to join our Hereford office. This is an excellent opportunity for professionals looking to deliver high-quality accounting services and financial advice to clients.Job OverviewSemi-Senior Accountants play a vital role in helping us maintain strong relationships with our...

Our client values its reputation for delivering high-quality services and prioritizes the development of long-term relationships with clients.About Our ClientA successful and owner-led company, Hewett Recruitment's client is known for its commitment to excellence in the payments sector.With a focus on customer satisfaction, our client has built a strong...

About This OpportunityTilbury Douglas is offering a fantastic chance to work as a Project Financial Specialist. In this role, you will play a critical part in ensuring the financial success of our projects.Key Responsibilities:Develop and implement commercial strategies to minimize financial risks.Collaborate with contracts managers to administer day-to-day...

About the CompanyWe are Thorne Widgery Accountancy Limited, a dynamic accountancy firm based in Hereford. Our team is dedicated to delivering exceptional accounting and financial services to our clients.As an Accountant at our firm, you will play a crucial role in managing the day-to-day accounting and finance requirements of our diverse range of clients.Key...