Financial Planning Specialist

4 days ago


Wokingham, Wokingham, United Kingdom TPF Recruitment Full time

Job Title: Financial Planning Specialist

We are seeking an experienced Accounts Senior to join our team at TPF Recruitment in Wokingham. As a key member of our accounting practice, you will provide tax, bookkeeping and VAT services to our clients.

About the Role:

  • Deliver high-quality accounting services to our clients, including financial planning and management.
  • Work closely with our team to ensure excellent customer service and satisfaction.
  • Contribute to the growth and development of our accounting practice.

Requirements:

  • AAT or ACA qualified or equivalent.
  • Experience in general practice accounting, providing tax, bookkeeping and VAT services.
  • Strong communication and interpersonal skills.

Benefits:

  • An estimated salary of £35,000 - £50,000 per annum, depending on experience.
  • Opportunities for career progression and professional development.
  • A dynamic and supportive work environment.

How to Apply:



  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job DescriptionWe are seeking a skilled Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the financial services industry.About the RoleThe successful candidate will be responsible for providing research and analysis of...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the Role: We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the field of financial planning.\Key Responsibilities:Conduct research and analysis of investment funds and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial Planning CoordinatorWe are seeking a highly skilled Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Financial Planning Coordinator, you will...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description:The successful candidate will have experience of working in a financial services environment and a strong understanding of the financial planning process. They will be able to communicate effectively with clients and colleagues, and possess excellent administrative skills.The estimated salary for this role is £28,000-£38,000 per annum,...


  • Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full time

    Job Description:As a Financial Stability Specialist at Wokingham Borough Council, you will play a crucial role in supporting residents to achieve financial stability and prevent homelessness. The ideal candidate will possess excellent communication skills, be able to conduct detailed financial assessments, and have proficiency in data analysis to identify...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Technical Advisor in Financial PlanningCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £45,000 - £55,000 per annum, depending on experience.Job Description: We are seeking an...

  • Office Administrator

    4 weeks ago


    Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Finance Administrator PositionArtemis Recruitment Consultants Ltd is seeking a skilled Finance Administrator to join its team in Wokingham. As a key member of the administration department, you will play a vital role in supporting Financial Advisers in delivering exceptional financial advice services.Job OverviewThe role requires an individual who can...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a highly organized and communicative Financial Planning Assistant Manager to join our team in Wokingham.This role offers a unique opportunity to work closely with experienced Financial Advisers, delivering tailored financial advice to clients.The successful candidate will be responsible for maintaining accurate client records,...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...


  • Wokingham, Wokingham, United Kingdom Sonderwell Full time

    Sonderwell is seeking a highly skilled Financial Operations Specialist to join our team on a part-time, 6-month fixed-term contract. The ideal candidate will have full ownership of the month-end process for three entities, ensuring compliance with accounting standards and regulations while providing valuable insights to support strategic decision-making.The...


  • Wokingham, Wokingham, United Kingdom Skillsbay Limited Full time

    About the Role:This Cloud Financials Lead Specialist position requires a dynamic and experienced leader who can drive the design, build, and implementation of modern SaaS-enabled services. You will work closely with programme teams and external partners to ensure seamless coordination across workstreams.Responsibilities:Lead system requirements analysis and...


  • Wokingham, Wokingham, United Kingdom Instagroup Ltd Full time

    Job Title: Financial Operations SpecialistLocation: Finchamstead, ReadingSalary: £25,000 - £30,000 per annumThis role is ideal for an organized and detail-oriented individual who can maintain accurate financial records and support the finance team in handling day-to-day operations.The successful candidate will be responsible for assisting with customer...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    At our clients' firm in Wokingham, we are seeking a highly motivated and organized Senior Financial Services Coordinator to support Financial Advisers in delivering world-class financial advice services. If you have a strong background in administration, excellent communication skills, and a passion for financial services, we encourage you to apply for this...


  • Wokingham, Wokingham, United Kingdom AWD online Full time

    Job Overview:AWD online is seeking a highly skilled Financial Accountant Specialist to join our expanding small/SME business accounting team. As a dynamic and talented individual with sign-off capability, you will play a key role in preparing year-end financial statements for limited companies, charities, and partnerships.The ideal candidate will have proven...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are currently recruiting for an Administrative Coordinator - Wokingham position at Artemis Recruitment Consultants Ltd.About the RoleThis role involves providing administrative support to our financial planners, including pipeline management, data entry, and coordination of internal projects. The ideal candidate will have excellent communication and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking an experienced Administrative Support Specialist to join our client's firm in Wokingham. The ideal candidate will have excellent communication skills, with the ability to work independently and as part of a team.Job DescriptionThe role involves assisting Financial Advisers in preparing recommendations and producing suitability reports in line...


  • Wokingham, Wokingham, United Kingdom Henderson Scott UK Full time

    Senior Role in Private Client:We are seeking a Will and Estate Planning Specialist to join our Wills and Inheritance Team in Wokingham.About the Team:Our Wills and Inheritance Team is recognised for delivering tailored, practical advice with a focus on excellent client care and building lasting relationships.Responsibilities:Drafting complex Wills and...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Overview:**This is a comprehensive role requiring an experienced paraplanner to support financial advisers in preparing recommendations and producing suitability reports.The ideal candidate will have a strong technical knowledge of financial services, excellent writing skills, and the ability to meet productivity targets.We are seeking a skilled...


  • Wokingham, Wokingham, United Kingdom Mulberry Recruitment Full time

    We are seeking an experienced Senior Financial Operations Specialist to join our team at Mulberry Recruitment. As a key member of our operations team, you will play a critical role in ensuring the smooth operation of our financial services. Your primary responsibility will be to provide administrative support to our financial advisors, focusing on pensions,...


  • Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Paraplanner Support SpecialistWe are seeking a highly skilled Paraplanner Support Specialist to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Paraplanner Support Specialist, you will...