Financial Planning Assistant

My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingBirminghamJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

One of the top 10 Wealth Managers in the UK are seeking a Wealth Management Assistant to join their HNW team in the Worcestershire area.Supporting the Wealth Planners with Administrative work your daily responsibilities will include;Process new business for clients Being a point of contact for client queries and handle client correspondence and post.Manage...

My jobPurpose To own and improve the periodic reporting of business performance reviews as well as the financial planning and CAPEX investment review process. Consolidate the European business reporting into single currency and ensure reporting is standardised across the business. It is expected that the team will identify opportunities for EBIT enhancement...

Buckden Partners is working with a leading SME Lender. They provide loans from £1m to £20m using pioneering data, personal relationships, and a pragmatic and flexible lending process. You will report into the CFO and will provide timely and accurate financial analysis, reporting and cash flow management for investors and shareholders.The post holder will...

Finance Director I Fast Global Growth I Health TechCamino Search is excited to partner with a rapidly expanding global healthcare company, on a trajectory for significant growth and planning for a strategic exit within the next 24 months.As the Finance Director, reporting directly to the CEO, you will play a pivotal role in shaping the financial strategy and...

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...

Finance Director I High-Growth I Health Care Camino Search is excited to partner with a rapidly expanding healthcare business, that is growing globally. Reporting directly to the CEO, you will lead the finance function and drive performance during a period of transformative expansion. This is a fantastic opportunity to join a dynamic business that is...

CFO I Exit within 24 months I Health TechCamino Search is thrilled to partner with a rapidly expanding global healthcare company, poised for significant growth and planning a strategic exit within the next 24 months.As CFO, you will report directly to the CEO and play a crucial role in shaping the financial strategy while driving performance during a period...

Greenwellgleeson are recruiting for a UK Controller to oversee the UK finance function of a global manufacturing business based in Birmingham.Duties of the role will include:Directs and oversees accounting operations for all UK sites, leading and managing the Local UK Finance Team.Coordinates monthly, quarterly, and annual accounting close processes.Conducts...

Oracle Enterprise Resources Planning ConsultantLocation: Birmingham / HybridSalary: £70,000 + up to 10% BonusA fantastic opportunity has come up to join a fantastic organisation that has invested millions in all areas of the business, and a newly created Financial Systems team is required for their next phase of growth.The Finance Systems Manager for this...

Marks Sattin is searching for a Senior Financial Analyst to join our manufacturing client based in the Birmingham Area. You will be an influential force, and will support senior management with their decisions. Your insights will incorporate sales, margin, pricing, cost analysis, and product analysis, while also supporting budgeting and forecasting.My client...

ERP Financial Systems ManagerLocation: Birmingham / HybridSalary: £70,000 + up to 10% BonusA fantastic opportunity has come up to join a fantastic organisation that has invested millions in all areas of the business, and a newly created Financial Systems team is required for their next phase of growth.The Finance Systems Manager for this requirement will be...

Executive AssistantHybrid- 50% WFH/ 50% Office BasedBirmingham City CentreEmploymentAre you an experienced Executive Assistant looking for a new challenge? Our client, a prestigious top 50 UK law firm, is seeking a dedicated and proactive Executive Assistant to provide crucial support to their senior team.The Role:As an Executive Assistant, you will play a...

We are recruiting a Financial Accountant to join a family business who are located in Kingswinford. We have a 75m turnover and we operate nationally within the UK.This is an outstanding opportunity for someone to establish themselves in. Due to our strategic growth and service diversification, the company is now looking to hire a Financial Controller to take...

Compliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...

Due to recent growth and acquisitions, a Boutique firm of Financial Planners are seeking an experienced Independent Financial Adviser to join the team.Key Responsibilities will include:Conduct comprehensive financial analysis for clientsDevelop personalized financial plans that align with clients' objectivesProvide recommendations on investment...

One of our highly successful and leading businesses, Lifetime Mortgages are currently seeking Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with an honest and...

LEGAL ACCOUNTS ASSISTANTPermanent Full-Time Positionlocation Birmingham Office BasedSalary 25k - 35k dependent on experience My client a law firm in Birmingham are now seeking to develop their team further by the addition of an Accounts Assistant to support the Finance Manager in the provision of Financial Services to the practice by providing competent and...

OVERVIEWAtkinsClarke is pleased to present an exciting opportunity for a Finance Director vacancy - to join a growing Manufacturing business based in Worcestershire. This role has become available due to an internal promotion and offers a thorough handover from the incumbent, ensuring a smooth transition. It’s an excellent opportunity for a first-time...