We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. They are currently looking for a Senior Administrator to join their team. This role will include Complex NB Administration, including DB, IHT, Pension Transfer.
Job Overview
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily manage and process all aspects of post-sale administration to ensure cases are chased through pipeline as quickly as possible.
Responsibilities and Duties
Qualifications
Essential:
Desired:
Financial Planning Assistant • Berkhamsted, GB
SRG are partnered with a global biopharmaceutical company with focus and capabilities to address some of the world’s greatest health challenges.Our client combines advanced science, expertise and p... Show more
Due to continued growth, we are recruiting for an experienced Estate Planning Practitioner to join our 5-star rated national Will writing, Estate Planning and Financial Services business, based in ... Show more
Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards... Show more
Find out if this opportunity is a good fit by reading all of the information that follows below.Are you analytical, commercially minded and interested in building a career in retail?.We are looking... Show more
Guildford (hybrid working available).An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients.This role involves technical researc... Show more
Head of Group Financial Planning & Analysis.Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Nomad Foods.We are seeking a highly motivated finance pr... Show more
JSS are delighted to be supporting our client; a fast paced dynamic fast growth company based near Egham in Surrey, on the recruitment of an excellent newly created FP&A Analyst role.This is an exc... Show more
A leading financial recruitment agency is seeking a motivated Financial Adviser to join a Financial Planning firm in Guildford.This role involves building new client relationships, managing existin... Show more
PE-Backed SaaS / Tech-Enabled Services Business.PE-backed SaaS and tech-enabled services business.The company operates a recurring-revenue model with a strong value-creation agenda and is entering ... Show more
Investigo is seeking an Interim FP&A Manager for Slough, Berkshire.The role focuses on leading budgeting, forecasting and planning processes while partnering with senior stakeholders to drive perfo... Show more
A well-established nationwide business is looking to appoint an FP&A Manager to join their expanding team.Over the past two years, the company has significantly increased its presence in the UK mar... Show more
Howett-Thorpe Recruitment Consultants Limited is seeking an experienced Financial Controller to lead a focused finance transformation project within a complex multi-entity environment.The role emph... Show more
Deputy Finance Business Partner (Children And Young People) (Financial).Market Street, Bracknell, RG12 1JD.Act as a finance business partner to the Children and Young People service, providing expe... Show more
A financial planning firm in High Wycombe is seeking Paraplanners at various experience levels to support their IFA team.Candidates should have report writing skills and a background in Paraplannin... Show more
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinge... Show more
The Workday Financials Consultant will lead the implementation and configuration of Workday Financial Management solutions, collaborating with stakeholders to streamline financial processes, enhanc... Show more
WSP's Transport & Mobility team brings together over 350 Transport Planning and Transportation Modelling experts together across the UK & Ireland.We have a diverse portfolio of multidisciplinary an... Show more
Would you like to be part of a business that makes a difference? This is a newly created role owing to continued growth.As Financial Planning and Analysis Manager you will play a key role in drivin... Show more
Technical Adviser Assistant/Paraplanner.Location Farnham, SurreySalary - up to £45,000.This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners an... Show more
Paraplanner Job Maidenhead Hybrid Working Independent Financial Planning Firm\n.This Paraplanner job in the Maidenhead area offers the opportunity to join a well structured and professional indepen... Show more
