Financial Planning Assistant

5 days ago


Mansfield, United Kingdom Search Consultancy Full time

Financial Planning Assistant
Mansfield
£20,000 - £28,000 + excellent benefits package, free parking, exam support
Highly respected Independent Financial Adviser organisation in Mansfield are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential as you will be required to hit the ground running. In return you can receive an excellent salary and benefits package.
- Have at least 12 months experience carrying out an administration/sales support role within a Financial Services Advice environment.
- Detailed and working knowledge of regulatory requirements.
- Experience and knowledge of investments, pension plans and other financial products.
- Strong IT skills; basic MS Office package.
- Excellent organisational and communication skills.
- Strong numeracy skills.
The main duties of this role include:

- Liaising with clients, fund managers, solicitors and accountants daily.
- Processing and monitoring complex business.
- Completing FCA compliant transactions.
- Obtaining information from fund managers.
- Sending letters of authority.
- Working closely with advisers.



  • Mansfield, United Kingdom Cowens Financial Planning Full time

    **Company description** Cowens Financial Planning & Employee Benefits are a friendly and close-knit team based in Mansfield, North Nottinghamshire. We have been looking after families and businesses for over 35 years and we pride ourselves on always putting the clients at the heart of everything we do. We are proud and commitment to being a modern and...


  • Mansfield, United Kingdom Cowens Financial Planning Full time

    **Company description** Cowens Financial Planning & Employee Benefits are a friendly and close-knit team based in Mansfield, North Nottinghamshire. We have been looking after families and businesses for over 35 years and we pride ourselves on always putting the clients at the heart of everything we do. We are proud to have been recognised in the New Model...


  • Mansfield Woodhouse, United Kingdom Park Hall Financial Services Ltd Full time

    **Full Job Description** Park Hall Financial Services Ltd have had a presence in the Mansfield area for over 40 years. It is a family owned business with a loyal and established client base. This is an excellent opportunity for an adviser that values great customer service and wants to be part of a friendly successful team. **Requirements**: Level 4...

  • Financial Accountant

    2 weeks ago


    Mansfield, United Kingdom Cherry Professional Limited Full time

    **Financial Accountant** | **Mansfield** | **£40,000 - £43,000 + Benefits** | **Hybrid Working | Financial Services** Cherry Professional are partnering with one of the East Midland’s top Financial Services businesses who are looking for a**Financial Accountant** on a **permanent** basis. Are you an **ACA, ACCA** or **CIMA qualified accountant** with a...

  • Funeral Plan Arranger

    2 weeks ago


    Mansfield, Nottinghamshire, United Kingdom Co-op Insurance Full time £23,369 - £60,000 per year

    DescriptionFuneral Plan Arranger£23,369 per annum (£13.01 per hour) plus benefitsFull time 37.5 hours per week, Monday to Friday 9am-5pmCovering the Nottinghamshire region (including Nottingham, Mansfield, Loughborough and surrounding towns)You'll need a full UK driver's licence and access to a vehicle for this job.Please note all positions within...

  • Funeral Plan Arranger

    2 weeks ago


    Mansfield, United Kingdom Co-op Group Full time

    Funeral Plan Arranger £23,369 per annum (£13.01 per hour) plus benefits. Full time 37.5 hours per week, Monday to Friday 9am-5pm. Covering the Nottinghamshire region (including Nottingham, Mansfield, Loughborough and surrounding towns). You\'ll need a full UK driver\'s licence and access to a vehicle for this job. Please note all positions within...


  • Mansfield, United Kingdom Nottinghamshire Healthcare NHS Foundation Trust Full time

    Active role in the month/year financial end close down of the general ledger for the relevant area in accordance with agreed timescales/deadlines. Assist with the costing of the financial plan and provide standard staffing costs to managers as required. Preparation and distribution of reports to service managers in accordance with required timetables Analyse...


  • Mansfield, United Kingdom Nottinghamshire Healthcare NHS Foundation Trust Full time

    An opportunity has arisen for a Management Accounts Assistant to work in the Trusts Management Accounts Team. We are looking for a hardworking and enthusiastic individual to join our Management Accounts team based at 200 Lichfield Lane, Mansfield, Notts. The role will entail supporting the Management Accounts Function in providing accurate financial...


  • Mansfield, United Kingdom Blusource Full time

    Are you an experienced Accountant or **Financial Controller** based within a commutable distance to **Mansfield**, with a desire to drive a business forwards? Blusource are working exclusively with a professional services business who are looking for a**true business partner** who can analyse business performance and work with stakeholders across the...

  • Assistant Accountant

    2 weeks ago


    Mansfield, United Kingdom Michael Page Full time

    An exciting opportunity has arisen for an Assistant Accountant to join an organisation in the industrial/manufacturing sector based in Mansfield. This role is ideal for someone looking to further their career in accounting and finance with study support provided. This is a fully office based role in Mansfield. Client Details The company is a well-established...