Financial Planner Support Specialist

2 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals, family trusts, charities, and businesses thrive.

We are seeking an ambitious individual to join our Client Administration team in Bracknell. As a Financial Planner Support Specialist, you will be responsible for providing full administrative support to 2-3 Financial Planners within the team, as well as building relationships with clients to deliver a positive and sleek client experience.

Our ideal candidate will have a strong ethic of client service and possess a willingness to learn and develop within the financial services industry. The successful candidate will work closely with the aligned Financial Planners to deliver excellent client outcomes and maintain back-office systems and client records in line with company policies.

The estimated salary for this role is £28,000 - £32,000 per annum, depending on experience. Benefits include private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.

We value diversity and inclusion at Evelyn Partners and are proud to represent society and our clients. We have a wide range of employee resource groups and deliver multiple diversity, equity, and inclusion initiatives across the organisation.



  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    At Evelyn Partners, we are seeking an ambitious individual to join our Client Administration team in Bracknell. As a Client Administrator, you will provide full administrative support to 2 Financial Planners within the team. This role involves building relationships with clients to deliver a positive and sleek client experience.The ideal candidate will have...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    At Evelyn Partners Fund Solutions Limited, we are dedicated to delivering exceptional financial planning services to our clients. As a Trainee Financial Planning professional, you will play a crucial role in helping us achieve this goal.Job OverviewThe Trainee Financial Planning role is an exciting opportunity for individuals who are passionate about...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Evelyn Partners is a leading provider of financial planning services, and we are seeking a skilled Client Administrator to join our team in Bracknell. In this role, you will work closely with Financial Planners to deliver excellent client outcomes and maintain regular contact with clients.To succeed in this role, you will require previous experience working...


  • Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    About the OpportunityThis is an exciting chance to significantly impact the European Financial Planning & Analysis (FP&A) team. Strong stakeholder management is required to build trusting relationships and help influence strategic business decisions. It offers the chance to work with diverse teams across Europe, providing crucial financial insights and...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are seeking an experienced Administrative Support Professional to join our Client Administration team in Bracknell. As a key member of our team, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and slick client experience.You will work closely with the Financial Planners to...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is seeking an ambitious Client Service Coordinator to join our Financial Planning team in Bracknell. As a key member of the team, you will provide full administrative support to Financial Planners, ensuring excellent client outcomes and building strong relationships with clients.Key Responsibilities:Work closely with...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a skilled Paraplanner to join our Financial Planning team at Evelyn Partners. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering high-quality financial advice to our clients.Key ResponsibilitiesPrepare suitability reports for a range of financial products and planning...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals is looking for a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation, project management, and contract negotiation, with excellent communication and negotiation skills.Key Responsibilities:Estimate costs for construction projects and prepare...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • Bracknell, Bracknell Forest, United Kingdom JLP Insights & Media website Full time

    Job Title: Commercial Financial Analysis SpecialistAbout the Role:We are seeking a highly skilled and experienced Commercial Financial Analysis Specialist to join our Waitrose Commercial Finance team on a 12-month fixed-term contract/secondment basis. As a Commercial Financial Analysis Specialist, you will play a key role in driving business performance by...


  • Bracknell, Bracknell Forest, United Kingdom Honda Motor Europe Full time

    Job OverviewWe are seeking a motivated and detail-oriented IT Support Specialist to join our team at Honda Financial Services. As the primary point of contact for business users, you will play a crucial role in ensuring the stability and efficiency of our operational applications.About the RoleThe successful candidate will be responsible for investigating...


  • Bracknell, Bracknell Forest, United Kingdom Look Ahead Care Support and Housing Full time

    We are seeking a skilled Care and Support Specialist to join our team at Look Ahead Care, Support and Housing. As a leading provider of social care services, we offer a supportive and inclusive environment that empowers individuals to thrive.The estimated salary for this role is £24,960 per annum, based on the national average cost of living in the UK. This...


  • Bracknell, Bracknell Forest, United Kingdom TEKsystems Full time

    Job Overview:The Financial Operations Specialist plays a vital role in our team, serving as the primary liaison between sales and delivery teams and Operations Support Group. This position is responsible for creating comprehensive financial reports for management, which are used as analytical tools by stakeholders.We are experiencing rapid growth, making...


  • Bracknell, Bracknell Forest, United Kingdom Connect44 GmbH Full time

    Job DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at Connect44 GmbH in Bracknell. This is a permanent, hybrid role that requires strong analytical skills, attention to detail, and excellent communication abilities.About the Role:The successful candidate will be responsible for ledger maintenance and financial...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    We are looking for an exceptional Client Experience Coordinator to join our team in Bracknell. As a key member of our Client Administration team, you will be responsible for providing administrative support to our Financial Planners and building relationships with clients to deliver a positive and slick client experience.You will work closely with the...


  • Bracknell, Bracknell Forest, United Kingdom Page Personnel Sales Full time

    Company OverviewAt Page Personnel Sales, we are committed to delivering innovative solutions that drive our clients' success globally.Job SummaryWe are seeking a skilled Financial Management Specialist to join our team. As an Account Payable Clerk Hybrid, you will be responsible for managing accounts payable, ensuring accurate and timely payment of invoices,...


  • Bracknell, Bracknell Forest, United Kingdom Marc Daniels Specialist Recruitment Ltd Full time

    A leading global business in the Bracknell area is seeking an experienced professional to lead their European accounting operations.About the RoleThis is a fantastic opportunity for a skilled accountant looking to take on a senior leadership position in a fast-paced European finance team.Lead the accounting function, ensuring accurate and timely financial...


  • Bracknell, Bracknell Forest, United Kingdom Countrywide Full time

    About the RoleThis Administrative Support Specialist position is available in Bracknell, working within our Corporate Property Services team. The successful candidate will have a strong attention to detail and be able to work independently.Key Tasks:Manage financial data by processing purchase and sales invoices accurately onto the accounting ledger.Process...


  • Bracknell, Bracknell Forest, United Kingdom Abm Full time

    About the RoleWe are seeking an experienced Administration and Support Specialist to join our team at ABM. This role will provide administrative support to the management team, ensuring the smooth operation of our facilities.Key Responsibilities:Provide exceptional customer service via telephone and emailRaise requisitions for sub-contracts and materials as...