Senior Financial Planning Administrators

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

Senior Share Plans Administrator Financial ServicesFTC - 6 monthsLondon/South East England (Hybrid)OverviewCatalyst Partners is supporting an innovative financial services organisation on an interim need for Senior Share Plans Administrator. You will be responsible for overseeing and administrating their long-term incentive schemes.Experience...

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

Harris Begley Financial Planning are one of Quilter Financial Planning’s leading Mortgage, Protection and Wealth advice businesses based in the South West.They have been in business for over 20 years and have offices in Truro and Penzance with multiple Financial Planners, Mortgage & Protection Advisers and Administration support.They are offering an...

About usMather and Murray Financial is committed to providing comprehensive and personalised financial advice to our clients, helping them achieve their financial goals and secure their financial future. With a focus on integrity, transparency, and client satisfaction, we have built a strong reputation with our clients.Location: SwindonSalary: Competitive,...

SALARY: 40-55KThe ClientA prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.The RoleThe Senior Financial Planning Administrator / Practice Manager will play an integral role within thIS prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support...

The RoleThe FP&A and Performance Reporting Analyst will report directly to the BU Head of Finance and support the delivery of weekly/monthly performance reporting, quarterly forecasting, annual planning & ad-hoc business analysis. This role offers lots of variety, breadth of exposure and significant scope for personal and professional development.The...

Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role? We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months. This exciting opportunity is perfect for someone looking to advance their career, take on...

Synapri are recruiting for the world’s leading sports betting hedge fund, who are recruiting for a Financial Planning Analyst to join the finance team. ResponsibilitiesEstablishing key metrics, to track and report them. Embedding ownership and accountability for costs across budget holders and throughout the business, with a focus on value for money and...

Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director. The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.Working in the office initially, the successful...

A new vacancy has arisen with one of Handle Recruitment's Music clients for a Financial Planning Analyst. Working for this globally recognised Music giant, the position is ideal for a newly qualified accountant (ACA/ACCA/CIMA) Based the heart of London, this progressive analyst position will report into senior figures within the finance department and...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

THE SEARCH:​Altus Partners have been retained by one of the UK’s fastest growing financial services and technology firms. Due to significant growth and private equity investment, they are seeking an experienced and dynamic FP&A professional to join the finance team and lead the FP&A function through a period of transformation and scale. As Head of FP&A,...

Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

This just in - An incredibly exciting opportunity to be part of the studio team at Lisa Eldridge! We are looking for an outstanding Financial Planning & Analysis Manager (FP&A) based in London, to join our team.This newly created role will be working with the cross-functional teams and senior management to create the financial analysis and planning...

Job Title: Senior Commercial Insolvency AdministratorLocation: LeedsSalary: Competitive, dependent on experienceContract Type: Full-time, PermanentCompany OverviewWe are a highly reputable and growing insolvency practice based in Leeds, seeking a Senior Commercial Insolvency Administrator to join our dynamic team. The firm specialises in providing corporate...

An exciting opportunity has arisen for a Senior Planner to join a leading name in Tier 1 Main Contracting to work on various Major Projects in and around Central London.Our client has an exceptional name across the industry and are a great company to work for due to their excellent financial position and their strong pipeline of work ahead.They operate...

Our client is a private equity backed international SaaS business. The CFO is looking to strengthen the analytical part of the finance team by engaging an FP&A lead. This is an important hire managing a small commercial and analytical team and interfacing directly with operational leadership providing timely, accurate and relevant financial and operational...