Financial Planning Administrator

An opportunity has become available for a Financial Planning Administrator in East Anglia to join a growing financial planning firm. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner - Record annual review dates on the back office system...

Are you an experienced paraplanner who would like to achieve your potential with a financial planning firm that cares about its clients, staff and local community? We are a boutique financial planner based in Colchester, offering award-winning financial planning and wealth management services and endeavouring to make the client experience a positive one. We...

As the Operations Coordinator, you will play a pivotal role in ensuring the smooth and efficient functioning of the administrative operations of our Independent Financial Advisor (IFA) business. You will be responsible for the performance and coordination of the back-office team, ensure compliance with industry regulations and processes, and be instrumental...

**Job Title: Mortgage Administrator** **Reporting to**:Operations Director **Job Responsibilities: General** Portray a professional image in such a manner as to enhance the reputation of the company with both clients and introducers alike. - Communicate in a professional manner, ensuring the clients and all other relevant parties are kept fully...

**Job Summary** As a Financial Administrator Assistant, you will play a crucial role in supporting the financial operations of the company. You will be working closely with the financial team and providing administrative support such as, but not limited to: **Duties**: - Checking invoices and uploading them to our system, Blocks Online. - Reconciliation. -...

**Job Title: Mortgage Administrator** **Reporting to**:Operations Director **Job Responsibilities: General** Portray a professional image in such a manner as to enhance the reputation of the company with both clients and introducers alike. - Communicate in a professional manner, ensuring the clients and all other relevant parties are kept fully...

MacKenzie Kingare excited to be recruiting anFP&A Analyston a 12-month contract, for a well-established business in Colchester. As anFP&A Analystyou will deliver financial analysis and insight across the business. This role will support strategic decision-making through analysis, forecasting, and reporting, enabling a deep understanding of financial...

& Excellent BenefitsAbout the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of...

About the Role - Assistant Financial PlannerOur client is looking to take on an Assistant Financial Planner due to growth. In this role you will:Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers.Provide comprehensive training and practical experience, supported by one of Essex's leading Law...

A continued high demand for support services in the financial industry has resulted in the sustained growth and expansion of Virtual PA Services, a well-established and highly regarded Colchester based Personal Assistant organisation, who are currently recruiting a full-time Financial Services Administrator/PA to be part of their friendly and enthusiastic...