Financial Planning Support Specialist

6 days ago


Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time
About the Role

A Financial Services Administrator is required to work for our client's offices based in Shrewsbury, a town in the West Midlands region of England. This role will form part of one of the largest firms of Wealth Managers in the UK, offering first-class training, support, and ongoing career development.

  1. Preparing pre-meeting documentation for financial planners
  2. Processing new business applications
  3. Creating client valuations and illustrations
  4. Chasing letters of authority
  5. Liaising with product providers and third parties

Candidates must have previous experience working for a firm of financial planners or a pensions consultancy. They should understand how the industry works and be keen to develop their skills and progress within financial planning.



  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    We are seeking a Financial Planning Support Specialist to join our team at NJR Recruitment. The successful candidate will work directly for a Financial Planner, providing administration support and working with HNW individuals.Key duties will include:Preparing pre-meeting documentation Processing new business applicationsCreating Client Valuations &...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full time

    As a Financial Planning Specialist with Prince Personnel Limited in Shrewsbury, you will be responsible for producing high-quality financial statements and tax computations. Your key responsibilities include drafting first-draft financial statements, identifying and resolving client queries, and submitting approved financial statements and statutory tax...


  • Shrewsbury, Shropshire, United Kingdom Addington Ball Recruitment Ltd Full time

    As a leading recruitment agency, Addington Ball Recruitment Ltd is seeking a highly skilled Senior Financial Planning Specialist to join their team.The successful candidate will have the opportunity to work with a diverse portfolio of clients across various sectors and industries, providing expert financial planning services. With a strong focus on customer...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    About UsA Financial Services Support Specialist is required to work for our Clients offices based in Shrewsbury, forming part of one of the largest firms of Wealth Managers in the UK. Our Client offers first-class training, support, and ongoing career development.This role will work directly for a Financial Planner who advises Clients on all aspects of...


  • Shrewsbury, Shropshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow to...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    About UsA leading firm of Wealth Managers in the UK is seeking a skilled Financial Planning Administrator to join their team. As part of their office in Shrewsbury, the successful candidate will form a crucial part of the financial services team, providing direct administration support to a Financial Planner.The role will involve preparing pre-meeting...


  • Shrewsbury, Shropshire, United Kingdom Firefly Childcare New Dorset LLC Full time

    Financial Recovery SpecialistWe are seeking a dedicated and experienced part-time Financial Recovery Specialist to support our team. This position is 20 hours a week. The ideal candidate will have a strong background in financial recovery, excellent communication skills, and a proven ability to resolve payment issues effectively.Key...


  • Shrewsbury, Shropshire, United Kingdom CITRUS CONNECT LTD Full time

    CITRUS CONNECT LTD offers a unique opportunity for Estate Planning Specialists. Located in Shrewsbury, Shropshire, this role allows you to make a real difference in people's lives while enjoying freedom over your schedule and high earning potential.The field of will writing and estate planning is more critical than ever, with the leading UK team CITRUS...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full time

    Financial Accounting SpecialistEstimated Salary: £40,000 - £50,000 per yearJob OverviewThis is an exciting opportunity to join a well-established accountancy practice in Shrewsbury as a Financial Accounting Specialist. The role involves producing client management accounts and commentary, meeting client needs and deadlines. You will also review working...

  • Financial Analyst

    4 weeks ago


    Shrewsbury, Shropshire, United Kingdom Charity Link Full time

    As a Senior Financial Analyst, you will play a key role in helping {company} achieve its financial goals by developing and managing the company's budget. You will analyze financial data, identify trends, and make recommendations to optimize budget planning and management.Responsibilities:Develop and manage the company's budgetAnalyze financial data to...


  • Shrewsbury, Shropshire, United Kingdom Hays Accountancy and Finance Full time

    Your new companyHays senior finance are working with this well-known company based in Shrewsbury who were established over 20 years ago to recruit an Accountant for them on a permanent basis.Your new roleThe job of Financial Reporting Specialist will involve:Calculating depreciation on the fixed asset registerFinance analysisFinancial reportingBalance sheet...

  • Support Specialist

    3 days ago


    Shrewsbury, Shropshire, United Kingdom Achieve together Full time

    We are seeking a Support Specialist to join our team at Achieve Together in Shrewsbury. As a Support Specialist, you will provide support to individuals in their homes and local communities, working closely with colleagues to ensure excellent care and support.Estimated Salary: £11.50 per hourAbout the Role:Support individuals in their daily lives, promoting...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Full time

    Job DescriptionWe are seeking a Financial Reporting Specialist to join our team at Prince Personnel.Key ResponsibilitiesPrepare and review management accounts, ensuring accuracy and completeness of financial data.Assist with balance sheet reconciliations to identify any discrepancies or anomalies.RequirementsThe ideal candidate will have experience in...


  • Shrewsbury, Shropshire, United Kingdom Learning Community Trust - Severndale Specialist School Full time

    About UsLearning Community Trust - Severndale Specialist School is a unique educational institution dedicated to enabling communication, independence, and enjoyment for life. Our vision is built on the foundation of four core values: Communication, Independence, Wellbeing, and Inclusivity.We operate across three sites, each serving a specific purpose in...


  • Shrewsbury, Shropshire, United Kingdom Penguin Recruitment Full time

    Penguin Recruitment seeks a visionary Urban Planning Specialist for a challenging opportunity in Shrewsbury. Collaborate with multidisciplinary teams, conduct research, engage stakeholders, and contribute to sustainable development.Key Responsibilities:Develop comprehensive urban planning solutions by working closely with teams.Conduct research and analysis...


  • Shrewsbury, Shropshire, United Kingdom Eric Neville Catering Ltd Full time

    Established in 1975, Eric Neville Catering Equipment & Services Ltd remains a family-owned business, providing comprehensive services to the Catering & Hospitality Sector from its modern premises in Shrewsbury.About the RoleWe are seeking an experienced Financial Operations Specialist to join our team. This is a full-time or part-time opportunity, and you...


  • Shrewsbury, Shropshire, United Kingdom Prince Personnel Limited Full time

    About the RolePrince Personnel Limited, a well-established recruitment agency specialising in commercial, accounts and finance roles, is seeking an experienced Financial Reporting Specialist to join their team. The ideal candidate will be based in Shrewsbury and will work on a permanent basis.Key ResponsibilitiesProduce first draft financial statements for...


  • Shrewsbury, Shropshire, United Kingdom CV-Library Full time

    Job SummaryWe are looking for a highly analytical individual with experience in PowerBI to join our team as a Financial Data Insights Specialist. The successful candidate will take ownership of analytics capabilities and deliverables, creating visually appealing data visualisations that demonstrate trends, impacts, outcomes, and return on investment.

  • Support Specialist

    4 days ago


    Shrewsbury, Shropshire, United Kingdom Protocol Education Full time

    Job Title: Support SpecialistAbout the Role:We are seeking a highly skilled and compassionate Support Specialist to join our team. As a Support Specialist, you will play a vital role in supporting students with SEN and SEMH needs to navigate their educational journey and promote their mental and emotional well-being.You will work closely with students,...


  • Shrewsbury, Shropshire, United Kingdom Stantec Consulting International Ltd. Full time

    Water Resources Planning at Stantec Consulting International Ltd.We are seeking a highly skilled Water Resources Planning Specialist to join our team. As a key member of our water resources planning team, you will be responsible for planning and implementing water resource projects, ensuring they adhere to scope, budget, timescale, quality, and regulatory...