We are currently recruiting for a boutique financial planning practice based in Leighton Buzzard who are looking for a Senior Financial Planning Assistant to join their team.
The Senior Financial Planning Assistant works alongside the Financial Planners / Paraplanners in order to provide administrative support to productive Wealth Managers and their clients.
Job Duties
The above key responsibilities/accountabilities describe the general duties of the role and does not preclude other duties which are necessary for the efficient service delivery of the business in meeting its objectives.
Essential Skills
Desirable Skills and Qualifications
Senior Financial Planning Assistant • Leighton Buzzard, GB
A financial advisory firm in the United Kingdom is seeking a Financial Advisor to join their expanding Financial Planning team.The role involves servicing a client bank, generating new leads, and d... Show more
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
A leading staffing agency in Kettering is seeking a proactive Accounts Assistant to join its finance team.This role entails managing purchase and sales ledgers, reconciling bank statements, and ent... Show more
Trainee/Newly Qualified Financial Planner.Up to £40,000 + Bonus and Benefits.Our client is a well‑established, family‑focused Independent Financial Advisory firm with a growing client base and ambi... Show more
A leading financial services company based in Milton Keynes is seeking an Interim Group Financial Reporting Manager.In this role, you will be responsible for preparing consolidated financial statem... Show more
Martens is seeking a Global Financial Assistant Accountant to support global accounting operations.In this role, you will assist with month-end processes, balance sheet reconciliations, and audit p... Show more
Financial Consultant - Financial Modelling and Forecasting focus - Fractional Initially.A housing specialist that focusses on delivering housing services designed to accommodate the specific requir... Show more
Amber River Premier, the Marlow-based hub of the Amber River Group is a collective of like-minded, values driven people with a passion for financial planning.We provide bespoke wealth management ad... Show more
Would you like to kick start your career in a supportive, collaborative and innovative company?.Do you enjoy working as part of an enthusiastic, passionate, and collaborative team?.Join our Financi... Show more
Stanton House is looking for a Senior Financial Reporting Accountant in High Wycombe, offering a salary between £60k–75k.The role involves ensuring accuracy in financial reporting and leading vario... Show more
We are looking for a Senior Financial Accountant to cover Maternity for a 12-month period at our Willerby site.As the Senior Financial Accountant you will oversee complex financial operations, ensu... Show more
A financial planning firm in Milton Keynes is looking for a Trainee Financial Planner to join its team.The role involves providing holistic financial advice and building client relationships.Candid... Show more
We are looking for an Assistant Manager to join our Finance Function Support team in Milton Keynes.This role involves assisting managers with delivering Accounting and Financial Reporting work acro... Show more
Robert Walters - Senior Financial Accountant - Permanent - Hybrid - Northampton - £60,000 per annum~~</b></p><p>Our client is seeking a <b>Senior Financial Accountant</b&... Show more
A highly successful and market-leading organisation is seeking an experienced FP&A Manager to join its finance team in Slough.This is a key role within the business, responsible for leading budgeti... Show more
ICAEW in Milton Keynes is seeking a Finance Assistant FTC to support payment and reconciliation processes in accounts payable and banking.The role requires experience in accounts payable and strong... Show more
Home Based sop location is flexible.Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you t... Show more
A growing financial advisory firm in High Wycombe is seeking a motivated Financial Adviser (IFA) to manage clients and drive business growth.Ideal candidates will hold a Level 4 qualification and p... Show more
As one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle‑market businesses thrive.We are a fast–growing firm with big amb... Show more
RGH-Global Limited is looking for a Paraplanner to support Financial Advisers while working in a hybrid role based near Kettering.This pivotal position requires preparing suitability reports and ma... Show more
