Senior Financial Planning Administrator

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...

At IDEX Consulting Ltd, we are seeking a highly skilled Senior Financial Planner to join our growing team in Nottingham.This opportunity will allow you to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients who require exceptional financial planning services.You will be supported by a team of experienced technicians and administrators in...

Job Summary:We are seeking a highly skilled Senior Financial Planning Analyst to join our team at Boots Opticians. As a key member of our Finance team, you will be responsible for developing and maintaining financial plans and forecasts, as well as providing analytical support to the Finance Manager and Senior Finance Managers.Key Responsibilities:Develop...

Job Title: Senior Financial PlannerAbout the Role:We are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a Senior Financial Planner, you will be responsible for providing exceptional client service, ensuring compliance with regulatory requirements, and providing leadership and guidance to the Technical and Administration...

Job OverviewWe are seeking a highly skilled Financial Planning Administrator to join our team at Progeny, a leading financial services company. This is an exciting opportunity to work with a talented team of experts who share your passion for delivering exceptional client service.About the RoleThis role is ideal for a motivated and organized individual who...

Senior Financial PlannerWe are seeking a highly skilled Senior Financial Planner to join our Wealth department in Nottingham. As a trusted adviser, you will work closely with high net worth clients to provide exceptional service and expert financial planning advice.You will be responsible for providing leadership, guidance, and development to the Technical...

We are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in Nottingham, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...

About the RoleWe are seeking an experienced Paraplanner to join our busy team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in the East Midlands. The successful candidate will have a strong background in financial planning, with a focus on delivering high-quality advice to our clients.Key ResponsibilitiesAs a Paraplanner, you will...

Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...

Blusource Professional Services Ltd is seeking an experienced Financial Administrator to join their team in Nottingham city centre. This role offers a competitive salary and the chance to work in a modern, stylish office that reflects the company's innovative and forward-thinking approach.The successful candidate will have a strong background in financial...

Senior Financial Planner OpportunityWe are seeking a highly skilled and experienced Senior Financial Planner to join our team in Nottingham. As a trusted adviser for high net worth clients, you will provide exceptional service through regular review meetings and proactive contact.Key ResponsibilitiesDeliver outstanding client service while ensuring...

Job OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis Professional to join our team at Boots Opticians.This is a permanent position, with an estimated salary range of £45,000 - £60,000 per annum, depending on experience.

Role OverviewIDEX Consulting is seeking a Senior Financial Planner to join their growing team in Nottingham.This role offers exposure to HNW/UHNW clients with complex financial needs requiring an exceptional level of service.Key Responsibilities:Regular review meetings and proactive contact with clients, their families, and other professionals advising...

About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team in Nottingham. As a trusted adviser for a group of high net worth clients, you will provide exceptional service through regular review meetings and proactive contact.Key ResponsibilitiesProvide excellent client service while ensuring compliance, record keeping, and...

Financial Administrator - NottinghamWe are seeking a skilled Financial Administrator to provide administrative support to a team of Financial Planners in our Nottingham office. The ideal candidate will have experience in financial administration, including processing authority letters and gathering financial data.Key Responsibilities:Process authority...

About the RoleAt Boots Opticians, we're seeking a highly skilled Senior Finance Analyst to join our team as part of our Financial Planning and Analysis function. The successful candidate will play a key role in developing a wide understanding of the Boots Opticians organisation and be at the heart of interpreting performance.Key ResponsibilitiesThe ideal...

Head of Financial Planning and Analysis JobbeBee Professionals is seeking a highly skilled Head of Financial Planning and Analysis to join our finance team in Nottingham, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare...

Senior Financial Planner OpportunityIDEX Consulting is seeking a Senior Financial Planner to join their growing team in Nottingham.This role will offer exposure to high net worth and ultra high net worth clients with complex financial needs that require an exceptional level of service.The successful candidate will play a significant role in steadily growing...

Job Title: Financial AdministratorWe are seeking a skilled Financial Administrator to join our team at Microlise. As a key member of our Credit Control team, you will be responsible for ensuring timely payments from our customers, maintaining accurate records, and providing exceptional customer service.Key Responsibilities:Ownership of a portfolio of...

At Bennett and Game Recruitment, we are seeking a skilled Financial Adviser to join our client's team on a self-employed basis. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.The Financial Adviser will play a critical role in helping clients manage their finances, plan...