My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team.
Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual budgets, in year budget monitoring and the reporting of the year-end outturn position and supporting the production of the Statement of Accounts, all within accordance of statutory reporting requirements.
You will also take the lead in developing the skills of the Financial Planning team to facilitate a programme of continuous improvement and to ensure the ongoing resilience of the team.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation.
This role will essentially be deputy to the Head of Finance & Treasury.
A not-for-profit housing association based in Oxfordshire that provides affordable housing and related services to individuals and families in need.
One of the best Asset Managers in the UK is hiring a Financial Planner.
We are looking for a dedicated Financial Planner to join our team, providing technical support and report writing services for client work in financial planning and advisory.
Day-to-day of the role
Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services.
Our client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.
To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.
Responsible for supervising team motivation, work allocation, performance and recruitment, providing on-going training and personal development.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
This is a full time vacancy, and my client would preferably like someone who is happy to be office based, flexible working hours are available.
This is a fantastic opportunity to join one of the county's most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service.
We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team.
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.