Financial Planning Assistant
3 weeks ago
GCB Recruitment is seeking a skilled Paraplanner to join our client's award-winning firm in the Birmingham area. As a Paraplanner, you will play a crucial role in supporting financial advisers in creating tailored financial plans.
Key Responsibilities:- Conduct analytical tasks and finance-related activities
- Prepare paperwork for advisers and report writing
- Support the financial advisers in creating financial plans
- Competitive salary of £32,000-£38,000 based on experience
- Hybrid working arrangement after probation period
- 20 days holiday per annum plus statutory holidays
- Exams Funded
- Pension Contribution
- 4 x DIS
- Career Progression opportunities to become an advisor
- Minimum of 3+ years as an IFA administrator
- Financial Planning and Investment skills
- Analytical Skills and Finance knowledge
- Report Writing proficiency
- Strong attention to detail and ability to work with financial data
- Excellent communication and interpersonal skills
- Experience in the financial services industry
This is an excellent opportunity for a motivated and skilled Paraplanner to join a reputable firm and progress their career. If you have the necessary skills and experience, please apply.
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Financial Accountant
2 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at Arrow Financial Business. As a key member of our Finance team, you will play a crucial role in supporting the finance and payroll processes, ensuring internal and external compliance, and working closely with the business unit management team.Key responsibilities include...
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Financial Planning Administrator
2 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob SummaryWe are seeking a skilled Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management division, you will provide administrative support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key ResponsibilitiesAssist with the preparation of client annual...
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Financial Accountant
2 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our team at Arrow Financial Business. As a key member of our Finance team, you will play a crucial role in supporting the financial and payroll processes, ensuring compliance with internal and external requirements.The successful candidate will have previous experience in a similar...
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Financial Accountant
3 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our Finance team at Arrow Financial Business. As a key member of the team, you will play a crucial role in supporting the finance and payroll processes, ensuring internal and external compliance, and providing financial expertise to the business.The successful candidate will have...
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Financial Accountant
3 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our Finance team at Arrow Financial Business. As a key member of the team, you will play a crucial role in supporting the finance and payroll processes, ensuring internal and external compliance, and providing financial expertise to the business.The successful candidate will have...
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Financial Accountant
2 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our Finance team at Arrow Financial Business. As a key member of the team, you will play a crucial role in supporting the finance and payroll processes, ensuring internal and external compliance, and providing financial expertise to the business.The successful candidate will have...
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Financial Accountant
2 weeks ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full timeAbout the RoleWe are seeking a highly skilled Financial Accountant to join our Finance team at Arrow Financial Business. As a key member of the team, you will play a crucial role in supporting the finance and payroll processes, ensuring internal and external compliance, and providing financial expertise to the business.The successful candidate will have...
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Financial Accountant
1 month ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full time{"h1": "Accountant Role at Arrow Financial Business", "p": "We are seeking an experienced Accountant to join our Finance team at Gloucester. As a key member of the team, you will support the finance and payroll processes, internal and external compliance, and tax requirements of the overall business. You will work closely with the business unit management...
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Financial Accountant
1 month ago
Gloucester, Gloucestershire, United Kingdom Arrow Financial Business Full time{"h1": "Accountant Role at Arrow Financial Business", "p": "We are seeking an experienced Accountant to join our Finance team at Gloucester. As a key member of the team, you will support the finance and payroll processes, internal and external compliance, and tax requirements of the overall business. You will work closely with the business unit management...
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Financial Planning Specialist
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Fram Executive Search Limited Full timeFinancial Planning OpportunityFram Executive Search Limited is working with an independent financial planning firm based in Gloucestershire. Due to the firm's success and client flow, they are seeking a financial planner to take over a client bank. The role is employed, and the successful candidate will not be required to bring any clients with them....
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Financial Planning Specialist
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Fram Executive Search Limited Full timeFinancial Planning OpportunityFram Executive Search Limited is working with an independent financial planning firm based in Gloucestershire. Due to the firm's success and client flow, they are seeking a financial planner to take over a client bank. The role is employed, and the successful candidate will not be required to bring any clients with them....
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Financial Planning Specialist
2 weeks ago
Gloucester, Gloucestershire, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Gloucester, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing...
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Financial Planning Specialist
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Fram Executive Search Limited Full timeFinancial Planning OpportunityFram Executive Search Limited is working with an independent financial planning firm based in Gloucestershire. Due to the firm's success and client flow, they are seeking a financial planner to take over a client bank. The role is employed, and the successful candidate will not be required to bring any clients with them....
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Financial Planning Specialist
4 weeks ago
Gloucester, Gloucestershire, United Kingdom Fram Executive Search Limited Full timeFinancial Planning OpportunityFram Executive Search Limited is working with an independent financial planning firm based in Gloucestershire. Due to the firm's success and client flow, they are seeking a financial planner to take over a client bank. The role is employed, and the successful candidate will not be required to bring any clients with them....
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Senior Financial Planning Administrator
2 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...
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Senior Financial Planning Administrator
2 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...
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Senior Financial Planning Administrator
3 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...
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Senior Financial Planning Administrator
3 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...
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Senior Financial Planning Administrator
4 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...
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Senior Financial Planning Administrator
4 weeks ago
Gloucester, Gloucestershire, United Kingdom CleverHR Full timeJob Title: Senior Financial Planning AdministratorWe are seeking an experienced Senior Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administration support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key...