A leading UK-based Financial Planning and Investment Management organisation is currently seeking a dedicated Financial Planning Administrator to join their progressive team in Bracknell.
Are you a Financial Services Administrator looking to elevate your career within a prestigious and award-winning wealth management firm?
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Our client is growing financial services business who seek to hire an FP&A Manager.
The role will provide effective support, problem solving and supporting the company's profitability by addressing both current and future needs of the business.
The role will own & drive production of all board requirement whilst working closely with financial control & other key areas to ensure a smooth month end close enabling clear and accurate reporting for the business.
Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
Our client is growing services business who seek to hire an FP&A Manager.
The role will provide effective support, problem solving and supporting the company's profitability by addressing both current and future needs of the business.
The role will own & drive production of all board requirement whilst working closely with financial control & other key areas to ensure a smooth month end close enabling clear and accurate reporting for the business.
Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Resource Matters Ltd • £35K/yr to £50K/yr
Our client is growing the number of financial advisers, so they are seeking additional paraplanners.
This is a opportunity for an paraplanner wishing to move firms but also for a paraplanner who wishes to move in to a financial adviser role in the future because our clients supports this level of career development
The role is office based with hybrid working flexibility
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team.