Financial Planning Administrator

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Job TitleExperienced Financial AdministratorAbout the RoleWe are seeking a highly skilled and motivated Financial Administrator to join our Milton Keynes office. As a key member of our administration team, you will provide exceptional support to our clients and colleagues.This is an exciting opportunity for a career-driven individual who is passionate about...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Milton Keynes offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and...

Role OverviewWe are looking for an experienced Financial Administrator to join our busy office in Milton Keynes. The successful candidate will have excellent administrative skills and a strong understanding of financial planning concepts.The role involves providing high-quality support to our clients, managing client queries, and maintaining accurate...

About the JobPerspective Financial Group Ltd is seeking a seasoned Financial Administrator to join our administration team in Milton Keynes. This is an ideal opportunity for someone who is passionate about delivering exceptional service and supporting our clients' financial goals.As a Financial Administrator, you will be responsible for handling client...

Overview: **Duties**: - Logging of invoices - Logging of purchase orders - Raising invoices through Xero - Creating purchase orders - Adding new clients to Xero - Payroll - Setting up payments and direct debits - HMRC P30 payments - Setting up new starters - Financial reporting (P&L, Balance Sheets etc) - Keeping track of monthly payments and money owed -...

We are seeking an ambitious and experienced Financial Planner to join our team at a leading financial planning firm based near Milton Keynes.This is an excellent opportunity for a talented individual who wants to be involved in the business growth and direction of a dynamic company, providing a clear route into the senior management team.The company values a...

We are currently recruiting for a reputable financial planning firm near Milton Keynes who are looking to recruit an experienced Senior Financial Planning Professional.This is an excellent opportunity for an ambitious and driven individual that is looking for a challenging role. You will be involved in the business growth and direction of an already...

At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis. The ideal candidate will have a strong understanding of financial management, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets.Monitor and manage cash flow,...

Are you looking for a truly solid long term professional career? Ever thought about the world of pensions and investments? Do you live in or near Milton Keynes and are educated to at last A level standard with a proven passion for great customer services and what is going on in the world of economics? Do you have great people, personal presentation and...

Company OverviewAt Exchange Street Claims ltd, we are seeking an experienced Financial Planning Expert to join our team. This role is ideal for a motivated individual who wants to hone their skills in cashflow modelling.Job Description:We are looking for someone with expertise in paraplanning and the ability to work independently on complex financial...

Job Title: Accounts Assistant (Sales Ledger)Location: Milton KeynesJob Type: Full-time, PermanentSalary: Up to £28,000 (dependent on experience)About the RoleWe are seeking an experienced Sales Ledger professional to join our team at our modern Head Office in Milton Keynes.The ideal candidate will have previous experience working in a cashiering/sales...

**Job Title: IFA Administrator** **Salary: £23,000 - £30,000** **Location: Milton Keynes** A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments,...

We are seeking a talented Financial Planning and Analysis professional to join our award-winning EIMEA finance team. This role will support the Financial Planning and Analysis Manager in delivering key financial insights and reporting to executive stakeholders throughout Europe.The ideal candidate will drive business value through combining financial...

R1032446 More than you expected Grant Thornton UK LLP is part of a global network of independent audit, tax and advisory firms, made up of some 58,000 people in over 135 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience....

We are seeking an exceptional candidate to fill the role of Financial Planning and Analysis Apprentice at Network Rail.As a key member of the finance team, you will be responsible for developing skills in Financial Accounting and Reporting, as well as gaining experience in Financial Planning and Analysis.The salary for this role is approximately £38,000 -...

Job SummaryThe Robert Half Careers is currently recruiting for a Financial Planning and Analysis Manager on behalf of a large services business in Milton Keynes. This is an exciting opportunity to join our team as a key player in providing financial expertise to the company's growth.About the RoleThe Financial Planning and Analysis Manager will support the...

Financial Planning & Analysis Manager - Milton Keynes Financial Planning & Analysis Manager Full-time permanent opportunity Closing Date: 6th January 2025 Salary Range: Starting salary from £46,237 depending on skills and experience Benefits: Company car, fuel card, annual discretionary bonus, generous pension scheme, private healthcare, private...

**Benefits**: Annual Leave + Charitable Giving Dental Insurance Wellbeing Benefits Virtual GP Cycle to Work Gym Discounts Life Assurance Pension Flexible Benefits + **Meet the recruiter**: Chris Thomson