Financial Planning Coordinator

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’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...

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...

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...

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...

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...

About Us: At Atomos Investments Limited, we're a dynamic wealth management firm committed to delivering exceptional client service. Our team is passionate about supporting the growth and development of our employees, and we're looking for a motivated individual to join our Hub team in Marlow.The Role: As a Client Planning Advisor, you'll play a crucial part...

**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,...

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...

Company OverviewCantello Tayler Recruitment is a leading recruitment agency specializing in placing top talent in the events industry.Job Description:We are seeking an experienced Senior Event Coordinator to join our team. The ideal candidate will have 3-5 years of experience in event management, with a proven track record of delivering successful events. As...

Job OverviewWe are recruiting for a Senior IFA Administrator to join our team in Marlow. This role involves supporting the Central Administration Team in ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). The successful candidate will have a strong understanding of IO and be able to support the team in project work...

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...

**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...

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...

About Our Company: At Atomos Investments Limited, we pride ourselves on building strong relationships with our clients and providing tailored solutions to meet their financial needs. Our team is dedicated to delivering exceptional client service, and we're committed to helping our employees grow and develop in their careers.The Job: We're seeking an...

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...

Youth Mental Health Project Coordinator We are looking for a dedicated and passionate Project Co-ordinator to lead a Young Mental Health Champions (YMHC) programme.Position: Young Mental Health Champions Project Co-ordinator (internal title) Salary: £14,996 per annum (£30,000 FTE) Location: Marlow and surrounding areas Hours: Part-Time, 20 hours per week...

Youth Mental Health Project Coordinator Brighter Futures Together is looking for a dedicated and passionate Project Co-ordinator to lead our Bucks Young Mental Health Champions (YMHC) programme.    Position: Young Mental Health Champions Project Co-ordinator (internal title) Salary: £14,996 per annum (£30,000 FTE) Location: Marlow and surrounding areas...