Financial Planning Specialist

Key ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

Job OverviewLondon & Country Mortgages is seeking an experienced Management Accountant to join our team. The successful candidate will have a strong background in financial reporting, planning, and regulatory compliance, as well as expertise in leading finance transformation projects.We are a dynamic and forward-thinking financial services organisation,...

Job TitleA leading, privately owned financial services organisation in the UK is seeking an experienced Financial Planning Assistant to support their Chartered Financial Planners and Financial Planners. This role focuses on providing technical assistance, allowing advisors to concentrate on client-facing activities.About the RoleThis position requires a...

Job OverviewA reputable financial planning firm, mbf, is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners.The role involves delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities. This is a fantastic opportunity to become part of a leading...

Job Title: Financial Planning Expert">About the RoleThis position offers a unique opportunity to work as a Financial Planning Expert with London & Country Mortgages, a leading fee-free mortgage broker. As a key member of our team, you will be responsible for managing financial planning and analysis.Salary: £55,000 - £65,000 per annumAs a hybrid worker, you...

Job DescriptionWe are looking for a skilled Administrative Support Specialist to join our team in Bath. As a key member of our operational teams, you will be responsible for delivering exceptional customer service and supporting queries from Financial Adviser firms.This role requires someone who is highly organized, detail-focused, and proficient in...

**Job Title:** Operations Service Excellence SpecialistJob Summary:We are seeking an experienced Operations Service Excellence Specialist to join our team at Novia Financial plc. As an Operations Service Excellence Specialist, you will be responsible for ensuring the highest level of service delivery from the administration team.Key Responsibilities:Identify...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and...

Company OverviewMbf is a well-established and reputable Independent Financial Planning & Investment Management organisation with offices across the South West and London.We have experienced steady growth over recent years, driven by our commitment to delivering high-quality services to our clients.

Job SummaryMarks Sattin (UK) Ltd is seeking a highly skilled Senior Financial Planning Analyst to join their team. This role will involve supporting the data sets related to income generation, working closely with stakeholders across the business and supporting existing reporting. As an experienced professional in this field, you will have strong analytical...

About the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key...

Job TitleFinancial Governance SpecialistAbout the RoleCoyne & Associates is seeking a highly experienced Financial Governance Specialist to lead our group finance team in ensuring strong financial governance across the international Group. As a subject matter expert in technical accounting and reporting, you will have demonstrable IFRS and UK GAAP...

We are seeking a highly skilled Paraplanning Professional to join our team at Cavendish Maine. The ideal candidate will have strong technical knowledge across all aspects of Financial Planning and be a Diploma Qualified Paraplanner with a desire to obtain Chartered Status.Key Responsibilities:Receiving and actioning instructions from Advisers following...

Job DescriptionWe are seeking a highly skilled Data Protection Specialist to join our team at Novia Financial plc. The successful candidate will be responsible for providing expert support in all aspects of data protection, including overseeing the cultural, physical, and technical elements of our data protection framework.Main Responsibilities:Provide...

About the Role:We are seeking a highly motivated and organized Customer Support Specialist to join our team at Novia Financial plc. As a key member of our customer support team, you will play a critical role in delivering exceptional customer service and ensuring the seamless resolution of client inquiries.Your primary responsibilities will...

About UsWe are Rotork, a market-leading global flow control and instrumentation company, helping our customers manage the flow of liquids, gases, and powders across many industries worldwide.Job OverviewThis is an exciting opportunity to join our finance team as a Financial Control Specialist, playing a key role in implementing and maintaining our business...

Job DescriptionMbf seeks an experienced Paraplanner to provide technical assistance to their Chartered Financial Planners and Financial Planners. This role focuses on supporting advisors, enabling them to concentrate on client-facing activities.About the JobThis position requires a minimum Diploma in Regulated Financial Planning (CII Level 4).Progress...

About the OpportunityAn exciting opportunity has opened for a skilled IFA administrator to join a highly regarded IFA firm specializing in savings, investments, and retirement planning. This is an established company with leadership support to help you advance your knowledge and career.Key ResponsibilitiesTo assist in implementing new businessTo provide...