Financial Planning Assistant

Company Overview:Atomos is a small, dynamic IFA firm based in Marlow. We pride ourselves on providing comprehensive financial planning and advice to our clients, who include professionals, entrepreneurs, and retirees.About the Role:We are seeking an experienced Financial Planning Assistant to join our team. The successful candidate will work closely with our...

About This Opportunity: We're excited to offer a new challenge for a motivated and experienced Client Planning Advisor to join our Hub team in Marlow. In this role, you'll be responsible for providing exceptional administrative support to our Financial Planners and their clients. Your key responsibilities will include liaising with third-party providers,...

Job Description:We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Progeny. As a key member of our team, you will play a vital role in supporting our financial planners and paraplanners to deliver exceptional client outcomes.About the Role:You will work collaboratively with our financial planning teams to...

Job Description We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Marlow, offering a base salary of up to £30,000 (potentially higher for exceptional candidates). The Role As a Financial Planning Support team member, you will play a critical role in providing...

DescriptionAs a Financial Planning Administrator, internally known as Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always...

Company OverviewThe Progeny Group is a dynamic and growing financial services provider seeking an experienced individual to join our team as a Financial Planning Support Specialist.We offer a competitive salary of £25,000 - £30,000 per annum.Job DescriptionAs a key member of our team, you will be responsible for supporting our financial planners and...

WE PUSH THE BOUNDARIES OF MEDICINE. LEAPING FORWARD TO MAKE PEOPLE SMILE At Kyowa Kirin International (KKI), our purpose is to make people smile. This means more than drug discovery and development; it is about embedding care into everything we do to make a difference every day for those that need it most. Were an inclusive pharmaceutical company that takes...

Job SummaryWe are seeking an experienced Progeny Financial Services Assistant to join our team, providing essential support to our financial planners and paraplanners.With a competitive salary of £26,000 - £32,000 per annum, this role offers a unique chance to develop your skills and expertise in a rapidly growing industry.About the RoleAs a key member of...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

About UsAtomos Investments Limited is a growing wealth management firm that prioritizes exceptional client service. We're committed to supporting the growth and development of our team members, who are self-motivated and passionate about delivering outstanding results.We're looking for an experienced professional to join our Hub team in Marlow, where no two...

**Self Employed Financial Advisers wanted!** **Marlow and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Marlow branch. We have a client bank ready for the right person but want this person to build their own bank over time. If you are...

**Self Employed Financial Advisers wanted!** **Marlow and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Marlow branch. We have a client bank ready for the right person but want this person to build their own bank over time. If you are...

Be-IT Ltd is a dynamic and fast-growing company that is committed to delivering exceptional results. We are seeking a talented Commercial Financial Specialist to join our finance team based in Marlow, Buckinghamshire.In this role, you will be responsible for developing and maintaining financial models, analysing sales data, and providing insights to inform...

Client Care Associate RoleWe are looking for a highly skilled and motivated individual to join our team as a Client Care Associate - Financial Services, supporting our financial planners and paraplanners in delivering exceptional client outcomes.With a competitive salary of £27,000 - £35,000 per annum, this role offers a unique chance to develop your...

About the RoleBlakemore Recruitment is currently seeking a skilled Senior IFA Administrator to join their team in Marlow. As a key member of the Central Administration Team, this individual will be responsible for ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). The ideal candidate should have a strong...

**Fantastic opportunity for both Employed and Self Employed Advisers** Want to join a company who is taking positive action to embrace Consumer Duty and passionate about putting the client at the heart of everything we do? Then join Eight Wealth Management, a Principal Partner Practice of SJP. We currently have a fantastic opportunity for both employed...

We are recruiting for a Wealth Management Assistant Manager to join our client, a successful wealth management firm based in the Marlow area. This is an exciting opportunity for someone who has a passion for financial services and wants to take their career to the next level.The successful candidate will provide administrative support to the Financial...

**Join our team as a Marketing Assistant - Sales Engagement.** Are you a dynamic and results-oriented professional who is passionate about driving sales engagement and fostering business growth? We're looking for a Marketing Assistant who will play a pivotal role in our internal communications team by providing essential tools and communications to our...

Job Summary: **Duties**: - Answering phones and directing calls to the appropriate department Process accounts payable invoices and ensure timely payments - Inputting Invoices on Sage Accounts - Reconciling supplier statements and producing reports for payment processing - Reconciling Bank / Credit card statements - Data input on Excel - Other ad hoc...

Company Profile:At Atomos, we believe that effective financial planning is about more than just numbers. It's about helping our clients achieve their goals and securing their financial future. Our team of experienced Financial Planners provides bespoke advice and support to individuals, businesses and families, helping them navigate the complexities of...