Financial Planning Support Specialist
2 weeks ago
We are seeking a skilled Financial Planning Administrator to provide high-quality technical administration and analytical support to our successful Financial Planners. The ideal candidate will have a strong understanding of investments and pensions, as well as any Financial Services qualifications.
Key Responsibilities:
- Provide technical administration and analytical support to Financial Planners
- Assist with the preparation of client reports and presentations
- Support the development of new business opportunities
- Contribute to the maintenance of accurate and up-to-date client records
What We Offer:
- Competitive salary and benefits package
- Opportunities for professional development and training
- Collaborative and dynamic work environment
- Discretionary bonuses and pension contributions
Requirements:
- Previous experience in a Financial Planning role
- Strong understanding of investments and pensions
- Any Financial Services qualifications desired
How to Apply:
Please submit your application, including your CV and a cover letter, to Heat Recruitment Ltd.
-
Financial Planning Support Specialist
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full timeWe are seeking a highly skilled Financial Planning Support Specialist to join our team at Heat Recruitment Ltd. The successful candidate will provide technical administration and analytical support to our Financial Planners, ensuring the delivery of high-quality services to our clients.Key Responsibilities:Provide administrative support to Financial...
-
Financial Support Specialist
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Faith Recruitment Full timeFinancial Support SpecialistWe are seeking an experienced accounts assistant to support the finance team at our client based in Weybridge. The role will primarily be to support the Purchase Ledger function, including coding and posting of invoices, processing expenses and credit card expenditure. Key responsibilities include: Entering invoices and expenses...
-
IFA Administrator
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. 25day plus bank holidays * Pay for study towards Financial...
-
Financial Planning Coordinator
2 weeks ago
Worcestershire, United Kingdom Bruin Full timeRole Overview:We are seeking a highly skilled Wealth Management Support Specialist to join our HNW team in Worcestershire. The ideal candidate will have previous experience of working within a firm of Financial Planners/Wealth Managers and will have a full understanding of the end-to-end Financial Planning process.Responsibilities:Administrative Support:...
-
Employee Benefits Specialist
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full timeAre you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity? A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical support to the corporate consultants. This...
-
Ifa Administrator
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. Benefits: 25day plus bank holidaysPay for study towards...
-
Senior Estates Planning Manager
2 months ago
Elmbridge, Worcestershire, United Kingdom Eden Brown Full time €50,000 - €65,000Senior Estates Planning Manager - Salary £50k - £65k Surrey Site - 3 days p/w Permanent, Flexible Hybrid Working Our client is a leading specialist consultancy, transforming environments for clients in health and life sciences. They help organisations become more efficient and effective, whether improving patient pathways for the NHS, developing...
-
Benefits Administrator
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Heat Recruitment Ltd Full timeA long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical support to the corporate consultants. This company is in a growth period and prides itself on a strong values-focused and innovative work culture. They are...
-
Corporate Benefits Specialist
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Optima Recruitment Full time €38,000Corporate Benefits Specialist Our client is seeking an engaged and motivated Corporate Benefits Specialist who is keen to develop their skills as part of a friendly organisation. If you thrive in a fast-paced environment and enjoy dealing with corporate clients this roll could be for you! Short Benefits: Based in Surrey£38,000Hybrid workingFull time Job...
-
Independent Financial Adviser
2 weeks ago
Worcester, Worcestershire, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Worcestershire At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
-
Strategic Estates Planning Manager
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Eden Brown Full time £50,000 - £65,000Job Title: Senior Estates Planning ManagerAbout the Role:We are seeking an experienced Senior Estates Planning Manager to join our team at Eden Brown. As a key member of our Master-planning department, you will be responsible for supporting the strategic development and management of our client's estate.Key Responsibilities:* Work closely with our client's...
-
Financial Accounting Assistant
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Novus Resourcing Ltd Full timeAccounts Assistant OpportunityWe are seeking an ambitious and talented Accounts Assistant to join our dynamic accounts team. As an Accounts Assistant, you will work directly with the Finance Manager, responsible for business accounting activities including invoice processing, bank reconciliations, credit control, and assisting preparation of Management...
-
Senior Adolescent Social Care Specialist
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Social Personnel Full time £51,399 - £54,588Job Summary: We are seeking a highly skilled and experienced Social Worker to join our innovative Adolescent Service in Surrey. As a Senior Adolescent Social Care Specialist, you will play a key role in creating effective safeguarding plans for young people at risk of exploitation or gang involvement.About the Role: This is a challenging and rewarding...
-
Senior Adolescent Social Care Specialist
2 weeks ago
Elmbridge, Worcestershire, United Kingdom Social Personnel Full time £51,399 - £54,588Job Summary: We are seeking a highly skilled and experienced Social Worker to join our team at Social Personnel. As a Senior Adolescent Social Care Specialist, you will play a key role in our newly created Adolescent Service, working with young people at risk of exploitation, gang involvement, or other contextual safeguarding issues.About the Role: This is a...
-
Housing & Support Officer
2 months ago
Elmbridge, United Kingdom Transform Housing & Support Full timeElmbridge Support Permanent Full time “I genuinely look forward to going to work on a Monday – how many people can say that!” – Alex, Housing & Support Officer Why not be like Alex and join us as our next Housing and Support Officer and make a difference! Do you thrive on empowering others and have the desire to support vulnerable individuals...
-
Accountant - Accountancy Practice (Permanent)
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Bennett and Game Recruitment LTD Full time €55,000Our client is a medium sized multi sited Accountancy practice firm who is seeking an experienced and confident Client Accountant to take control of the day-to-day client portfolio work based in the Weybridge office. The role is offering up to £55,000 plus hybrid working. The successful Senior Accountant will be responsible for a number of clients, which...
-
Project Manager
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Willmott Dixon Group Full timeWillmott Dixon are looking for a dynamic Senior Project Manager (Senior Bid Manager) to join our Southern regional team based in Weybridge, Surrey. We support hybrid working and you would be office based 3 days per week with 2 days per week at home. Reporting to a Preconstruction Manager, the successful person will essentially manage the preconstruction bid...
-
Strategic Finance Business
5 months ago
Elmbridge, United Kingdom Cleantech People Full time**What's involved with this role**: **Sutton RQ1257353** The post holder will provide strategic financial business partnering support to the corporate core and front-line service areas of the Councils. The post holder will be required to act as a critical friend to the Council, delivering useful analysis and insight that informs strategic decision making...
-
Finance Manager
3 weeks ago
Worcester, Worcestershire, United Kingdom CY Executive Resourcing Full timeCY Executive Exclusive - Director of Finance As Director of Finance you will lead with all aspects of financial and operational strategy whilst reviewing systems and processes, implementing changes to improve efficiency. Provide leadership, advice and support to senior leaders and budget holders regarding all finance matters, processes and reporting. *...
-
Senior IT Business Development Manager
3 weeks ago
Elmbridge, Worcestershire, United Kingdom Barclay Meade Full timeOur client, a leading consultancy in the IT sector, is seeking a Senior IT Business Development Manager to join their team in Weybridge. This permanent role is pivotal within the Management MSP team, working closely with project partners, internal support teams, and relevant third parties to sell and deliver cutting-edge IT projects. Key...