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Financial Planning Specialist
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Financial Planning Specialist
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Oakham, Rutland, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Paraplanner, you will play a crucial role in supporting our advisors in providing high-quality financial planning solutions to our clients.Key Responsibilities:Transact client investments and assist with the preparation of...
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Financial Planning Specialist
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Financial Management Assistant
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Financial Management Assistant
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Oakham, Rutland, United Kingdom Reflect Recruitment Group Full timeFinancial Management Assistant **Job Summary** We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients. **Key Responsibilities** • Track and reconcile financial transactions for...
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Financial Management Assistant
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Oakham, Rutland, United Kingdom Reflect Recruitment Group Full timeFinancial Management Assistant **Job Summary** We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients. **Key Responsibilities** • Track and reconcile financial transactions for...
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Financial Management Assistant
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Oakham, Rutland, United Kingdom Reflect Recruitment Group Full timeFinancial Management Assistant **Job Summary** We are seeking a highly skilled Financial Management Assistant to join our team at Reflect Recruitment Group. As a key member of our team, you will be responsible for providing exceptional financial management support to our clients. **Key Responsibilities** • Track and reconcile financial transactions for...
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Financial Planning Assistant
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Oakham, Rutland, United Kingdom Synergy Personnel Services Full time £40,000 - £45,000Financial Planning AssistantAre you a detail-oriented professional looking for an exciting opportunity to work with a well-established Independent Financial Advisor (IFA) firm in a supportive environment? This role offers a fantastic chance to thrive in a career where development is strongly encouraged.As a Financial Planning Assistant, you will play a...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. Our client, a successful SJP Partner Practice in Oakham, is looking for a skilled professional to support their financial advisors in providing exceptional service to clients.Key Responsibilities:Assist financial advisors in preparing and...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner OpportunityWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. Our client, a successful SJP Partner Practice in Oakham, is looking for a skilled professional to support their financial advisors in providing exceptional service to clients.Key Responsibilities:Assist financial advisors in preparing and...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our team in Oakham, a vibrant and bustling town in the heart of England.The successful candidate will be responsible for providing high-quality support to our financial planning team, ensuring that our clients receive exceptional service and advice.Key Responsibilities:Assist...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our growing team in Oakham, working in a superb new office in the heart of the town.About the Role:Support a highly successful SJP Partner Practice in delivering exceptional client service.Contribute to the growth and development of the team, working collaboratively to achieve...
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Financial Planning Assistant
3 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamWe are seeking an experienced Paraplanner to join our growing team in Oakham, working in a superb new office in the heart of the town.About the Role:Support a highly successful SJP Partner Practice in delivering exceptional client service.Contribute to the growth and development of the team, working collaboratively to achieve...
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Financial Planning Assistant
1 month ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamLocation: Oakham (LE15)Salary: £40,000 - £45,000Burgh Recruitment Limited is pleased to announce a Paraplanner position at a highly successful SJP Partner Practice in Oakham. The Practice is renowned for providing a first-class service to its clients, offering a range of investment and financial solutions.Key...
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Financial Planning Assistant
1 month ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner Opportunity in OakhamLocation: Oakham (LE15)Salary: £40,000 - £45,000Burgh Recruitment Limited is pleased to announce a Paraplanner position at a highly successful SJP Partner Practice in Oakham. The Practice is renowned for providing a first-class service to its clients, offering a range of investment and financial solutions.Key...
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Financial Support Specialist
7 days ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeJob DescriptionFinancial Support SpecialistWe are seeking an experienced Financial Support Specialist to join our team in Oakham. The successful candidate will be responsible for providing high-quality support to our clients, ensuring their financial needs are met.Key Responsibilities:Provide financial support to clients, including data entry and...
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Financial Support Specialist
2 weeks ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeJob OverviewWe are seeking a skilled Paraplanning Professional to join our team at Burgh Recruitment Limited.The ideal candidate will have experience in financial planning and administration, with a strong focus on providing exceptional support to our clients.Key Responsibilities:Assist in the preparation of financial plans and reportsProvide administrative...
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Financial Support Specialist
5 days ago
Oakham, Rutland, United Kingdom Burgh Recruitment Limited Full timeParaplanner RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Limited. The successful candidate will be responsible for providing high-quality support to our clients.Key Responsibilities:Assist in the preparation of financial plans and reports.Provide administrative support to the financial planning team.Develop and maintain...
Financial Assistant
4 weeks ago
We are seeking an experienced Accounts Assistant to join our team in Oakham. As an Accounts Assistant, you will be responsible for providing financial support to our clients, including tracking financial transactions, reconciling bank and credit card statements, and making supplier and payroll payments.
Main Responsibilities:- Track financial transactions for multiple clients, ensuring accuracy and transparency.
- Reconcile bank and credit card statements to ensure accuracy and completeness.
- Make supplier and payroll payments using Telleroo.
- Assist in preparing VAT returns and other financial reports.
- Develop strong working relationships with clients and colleagues.
- Communicate effectively with clients and stakeholders through excellent written and oral communication skills.
We offer a competitive salary and a supportive work environment. If you are a motivated and organized individual with a passion for finance, we encourage you to apply for this exciting opportunity.