Financial Planning Operations 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...

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...

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...

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...

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 comprehensive support to...

Page Personnel Sales is seeking a highly motivated Financial Operations Clerk Lead to join their team. With an estimated salary of $70,000 - $90,000 per annum, this role offers a unique opportunity to develop your skills and expertise in financial operations within the industrial/manufacturing sector.About the TeamYou will be part of a dynamic team...

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 Page Personnel SalesWe are a leading recruitment agency in the Technology & Telecoms sector, seeking an experienced Chief Financial Operations Manager to join our team in Marlow.The successful candidate will have a degree in accounting or finance and leadership skills with a focus on team motivation and development. They will be responsible for...

About the RoleWe are seeking a highly skilled Lead Financial Strategist to join our team in Marlow, UK. This is an exciting opportunity to develop and manage all aspects of regular financial and performance reporting, working closely with key stakeholders to drive business growth.Key ResponsibilitiesDevelop and implement comprehensive financial models to...

**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...

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...

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 Us: Fourteen Group is a dynamic and innovative start-up private equity and support company headquartered on the outskirts of the vibrant town of Marlow. We specialise in investing in, and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to...

About Us:Fourteen Group is a dynamic and innovative start-up private equity and support company headquartered on the outskirts of the vibrant town of Marlow. We specialise in investing in, and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to...

About Us:Fourteen Group is a dynamic and innovative start-up private equity and support company headquartered on the outskirts of the vibrant town of Marlow. We specialise in investing in, and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to...

About Us:Fourteen Group is a dynamic and innovative start-up private equity and support company headquartered on the outskirts of the vibrant town of Marlow. We specialise in investing in, and subsequently providing comprehensive support services to a diverse portfolio of start-up companies and smaller businesses within the recruitment sector looking to...