Financial Planning Coordinator
4 weeks ago
NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.
Due to internal progression, an exciting opportunity has arisen to join their client services team as an IFA Administrator.
What's in it for you?
- Hybrid working
- 25 days annual leave
- A day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Career Development
- Cycle to work scheme
This role will suit someone with strong product knowledge within HNW Pensions & Investments, and excellent experience of delivering a first-class service to clients.
Key Responsibilities:
- Providing efficient administrative support to a number of IFA's
- Preparation of correspondence including letters and emails
- Being the main point of contact for IFA's, clients, life offices and members of the business
- Maintenance of all administration systems
- Ensuring daily workflow is completed
- Assist with the management of the IFA's portfolio of existing business
- Prepare new business and review packs
- Undertake general administration tasks including filing, photocopying and scanning duties
Ideally, those applying will offer a minimum of 12 months experience working in a similar role with whole of the market product knowledge and strong use of Provider Platforms.
For further information, please apply today or contact one of our specialist consultants.
-
Financial Planning Coordinator
3 weeks ago
Eastleigh, Hampshire, United Kingdom NJR Recruitment Full timeJob OpportunityNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry, providing Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly created opportunity has arisen...
-
Scheduling and Planning Coordinator
3 weeks ago
Eastleigh, Hampshire, United Kingdom Workshop Recruitment Full timeJob Title: Scheduling and Planning AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as a Scheduling and Planning Administrator. As a key member of our team, you will be responsible for scheduling, coordinating, and monitoring the maintenance and repairs of property and ongoing remedial cases.Key...
-
Financial Planning Accountant
1 day ago
Eastleigh, Hampshire, United Kingdom Prysmian Group Full timeAbout Prysmian GroupWe are a leading global cable player driving the energy transition and digital transformation. With over 150 years of experience, our team of 28,000+ employees operates in 52 countries with 100+ plants worldwide.Our expertise spans a wide range of services and know-how in the industry, including manufacturing thousands of miles of...
-
Financial Planning Coordinator
2 weeks ago
Eastleigh, Hampshire, United Kingdom NJR Recruitment Full timeNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.This exciting opportunity has arisen due to internal progression within the client services team as an IFA...
-
Financial Planning Coordinator
4 weeks ago
Eastleigh, Hampshire, United Kingdom NJR Recruitment Full timeExciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...
-
Financial Planning Coordinator
4 weeks ago
Eastleigh, Hampshire, United Kingdom NJR Recruitment Full timeExciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...
-
Financial Planning Coordinator
4 weeks ago
Eastleigh, Hampshire, United Kingdom NJR Recruitment Full timeExciting Opportunity in Wealth ManagementNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Eastleigh area.Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, a newly...
-
Financial Planning and Analysis Manager
3 weeks ago
Eastleigh, Hampshire, United Kingdom Prysmian Group Full timeAbout Prysmian GroupWe are a global cable player leading the energy transition and digital transformation. With over 150 years of experience, 28,000+ employees, 52 countries, and 100+ plants worldwide, we drive new forms of energy and information to every corner of the earth.We offer a wide range of services and know-how in the industry. Each year, the Group...
-
Financial Operations Coordinator
5 days ago
Eastleigh, Hampshire, United Kingdom Barclay Meade Full timeKey Responsibilities: As a Cash Management Assistant in our Finance Department, you will be responsible for processing manual payments accurately and in accordance with authority matrices. This will involve allocating all electronic payments received against the correct instalment policies, claims, or brokers.Additional Tasks: You will also process requests...
-
Chief Financial Officer
3 weeks ago
Eastleigh, Hampshire, United Kingdom Page Executive Full timeJob Description:As Chief Financial Officer at Page Executive, you will play a key role in driving the financial strategy of our client, a well-established UK SME. Your primary responsibilities will include:Providing cash flow forecasting and maintaining a long-term cash forecastLeading, managing, and coordinating the annual budget processFormulating...
-
Financial Controller
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control Accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...
-
Financial Controller
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control Accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...
-
Financial Controller
3 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a key role in leading the coordination of activities for key reporting cycles, including Month End, External Audit and the preparation of Statutory accounts. The role will also be involved in understanding the accounting...
-
Financial Controller
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...
-
Financial Controller
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonAs a key member of the Financial Control team, the successful candidate will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also...
-
Financial Controller
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the Role6 Month Contract£55,000 - £60,000 pro rataSSO, B&Q House, Eastleigh, SouthamptonThe Financial Control accountant will play a pivotal role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts. This role will also be involved in understanding the...
-
Financial Operations Coordinator
3 weeks ago
Eastleigh, Hampshire, United Kingdom Tate Full timeWe are seeking a highly motivated and detail-oriented Accounts Assistant to join our dynamic finance team at Tate. This is an exciting opportunity to become part of a forward-thinking company that values individuals and has a supportive and friendly work environment.Key Responsibilities:Monitor and respond to queries in a timely and professional...
-
Financial Operations Coordinator
3 weeks ago
Eastleigh, Hampshire, United Kingdom Tate Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Finance Assistant to join our dynamic finance team in Eastleigh. As a key member of our team, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Monitor and respond to financial queries in a timely and efficient manner.Prepare, load,...
-
Financial Analyst
3 weeks ago
Eastleigh, Hampshire, United Kingdom Prysmian Group Full timeAbout Prysmian GroupWe are a global leader in the energy transition and digital transformation, with over 150 years of experience and 28,000+ employees across 52 countries and 100+ plants worldwide.We offer a wide range of services and know-how in the industry, including the manufacture of thousands of miles of underground and submarine cables and systems...
-
Financial Control Accountant
4 weeks ago
Eastleigh, Hampshire, United Kingdom B&Q Full timeAbout the RoleWe are seeking a highly skilled Financial Control Accountant to join our team at B&Q. As a key member of our Financial Control team, you will play a critical role in leading the coordination of activities for key reporting cycles, including Month End, External Audit, and the preparation of Statutory accounts.Key ResponsibilitiesOwn and manage...