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Manager Financial Planning jobs in England

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FINANCIAL PLANNING ADMINISTRATOR

This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handl...

CompanyIdex Consulting Ltd
AddressBrighton, Cornwall
CategoryAdministrative
Salary£20,000 - £28,000 Annual
Job typePermanent
Date Posted 4 weeks ago See detail

Financial Planning Administrator

Idex Consulting Ltd

Brighton, Cornwall

£20,000 - £28,000 Annual

This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handl...

4 weeks ago seen See more...

Financial Planning Administrator

Mbf.

Uckfield, East Sussex

30000.00 - 35000.00 Annual

Proficiency in Intelliflo and MS Office is essential. Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided). Answering telephones (low volume). Managing incoming and outgoing p...

4 weeks ago seen See more...

Relationship Manager, Financial Institutions

Barbara Houghton Associates

London

To prepare credit application and renewals of both FI clients limit and facilities for Head Office and local credit committee approval. To market potential clients and maintain the relationship of existing clients, and market the...

4 weeks ago seen See more...

Head of Asset Investment and Financial Planning

Tristone Nash

Hampshire, England

£90,000 - £95,000/annum

TristoneNash are supporting a large housing provider in their search for a Head ofAsset Investment and Financial Planning. Moving across in the longer more to the regen, rationalisation and treasury focused side of the team.Job r...

4 weeks ago seen See more...

Integrated Water Management Plan (IWMP) Internship

Reed Talent Solutions

Cheshire, England

£23,152 per annum

Analysis of spatial data through the appropriate mapping software and determining the best way to represent it visually to the Integrated Water Management (IWM) team and stakeholders;. Identify and obtain additional (or new) datas...

4 weeks ago seen See more...

Financial Planning Administrator - Hybrid Working

Brevere Group

Cambridgeshire, England

£25,000 - £29,000 per annum

To provide business support to Financial Advisers, working within the agreed business objectives. Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation. Arranging...

4 weeks ago seen See more...

Financial Planning Assistant

Cb3 Associates Ltd

West Yorkshire, England

£28,000 - £32,000 per annum

Office Location: Central Huddersfield. Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter. Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Dipl...

4 weeks ago seen See more...

Financial Accounting Manager

Sellick Partnership

Luton, Bedfordshire

Competitive

Also, focus on improving efficiency and minimising costLead the council's preparation of the capital programme, ensuring the forecasting of resources and expenditure requirements. Present the budget and capital programme to the le...

3 weeks ago seen See more...

Senior Planning & Risk Manager

Vivid

Hampshire, England

£64,452.00 + discretionary bonus

27 days holiday (plus bank holidays), with the opportunity to buy or sell annual leave. Private Medical Insurance. A generous contributory pension. Medi-cash policy to claim back some medical costs to ensure we look after you and...

3 weeks ago seen See more...

Senior Strategic Land and Planning Manager

Penguin Recruitment

Worcestershire, England

£60000 - £75000 per annum

Maintain awareness of Government planning policy and legislation including forthcoming changes to the NPPF and Development Plan process;. Become familiar with the issues around local authority 5-year housing land supplies;. Undert...

3 weeks ago seen See more...

Financial Accounting Manager

Sellick Partnership

South East

£68,000 - £71,000 per annum

Outline and document consistent accounting policies for Council in accordance with best practice and reporting and working with all Finance Managers across other finance departments. Lead, manage and develop a team of accountants,...

3 weeks ago seen See more...

Financial Services Manager

Goodman Masson

Buckinghamshire, England

Collaborate closely with Financial Reporting Manager on annual statutory accounts and regulatory returns. Ensure trial balances and balance sheet reconciliations are accurate for Group entities. Work with Treasury Management team...

3 weeks ago seen See more...

In-Business Financial Crime Risk Manager - SVP Hybrid at Citi

Efinancialcareers

South East

Competitive salary

Key Responsibilities o Responsible for managing CCB's global Financial Crime program; o Drive a consistent and holistic approach to Financial Crime risk management within CCB; o Provide advisory to the regional, country and cluste...

3 weeks ago seen See more...

Financial / Management Accountant

Goodman Masson

South East

2 days per week in the office in Southwest London. Really fun culture, great vibes. 375-400 per day outside IR35. Prepare the organisation for the FY23 annual audit. Create the FY23 audit file. Conduct a thorough review of FY22...

3 weeks ago seen See more...

Senior Financial Controller (Qualified) Treasury management

Cer Financial

London, Greater London

£70,000 - £80,000

Senior Financial Controller (Qualified) Treasury managementPermanentLondon70,000 - 80,000 PAOur client, a London-based broker and market maker, is urgently seeking a Senior Financial Controller to join their busy team on a perma...

3 weeks ago seen See more...

CAD & Process Planning Manager

Barrett Steel

South Yorkshire, England

Competitive salary

Barrett Steel is committed to providing innovative and exceptional service by continuously investing in the latest processing machinery and materials handling equipment. The individual must finely balance the customer needs and re...

3 weeks ago seen See more...

Financial Controller - PE / Real Estate Investment Management

Trident

London, England

£60,000 - £70,000 Annual

Managing VAT returns, reviewed by external accountant, both for UK management entity and Lux project entities. Preparing management information on quarterly basis. (Accounts, budgets and cashflow management). Managing annual accou...

3 weeks ago seen See more...

Senior Manager Strategic Planning

Fashionjobs

South East

Competitive salary

Luxury goods brand with a focus on watches, jewellery and fragrance. Synonymous for creativity, exceptional savoir-faire and beautifully designed products. Globally renowned brand with a strong brand identity and heritage. Lead an...

3 weeks ago seen See more...

Tax Advisory & Compliance Services, Senior Manager, Financial Services

Pwc

London, Greater London

Competitive

Working with our Partner and Director team to develop and build strong client relationships, identifying opportunities to solve our clients problems and build our business;. Managing a portfolio of clients, being the primary conta...

a month ago seen See more...

Financial Planning Administrator

Cv Elite Limited

Manchester, Greater Manchester

27000.00 - 35000.00 GBP Annual + hybrid working + exc. benefits

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

a month ago seen See more...

Financial Planning Administrator

Eventus Legal

Manchester, Greater Manchester

24000.00 - 27000.00 GBP Annual + Hybrid; 25 day hol; Bonus (15%)

Support the day-to-day operations for advisers. Liaise with clients to help with any questions and queries and booking in review meetings as appropriate. Liaise with third parties to provide information on clients plans & using ch...

a month ago seen See more...

Head of Operations - Financial Planning

Tempest Jones

North Yorkshire, England

£60,000 - £100,000 per annum

Develop, improve and implement operational strategies and process improvement plans to increase productivity ensuring quality and service levels are maintained. Collaborate with the Senior Operations Team to ensure acquisitions an...

a month ago seen See more...

Employee Benefits Administrator - Financial Planning

Brevere Group

Cambridgeshire, England

£26,000 - £30,000 per annum

Primary responsibilities will include supporting an Employee Benefits advisor day to day activities. Chasing submitted business applications and keeping clients informed. Arrange Group Risk Renewal annually. Process New Group Memb...

a month ago seen See more...

Financial Planning Administrator

Clever-Hr

Somerset, England

£24,000 - £27,000 per annum

Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and...

a month ago seen See more...

Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)

Clever-Hr

Wiltshire, England

£22,000 - £26,000 per annum

To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office. Obtain quotations from...

a month ago seen See more...

Project Manager - Planned Maintenance

Regen Solutions

London, England

£55,000 - £60,000/annum Vehicle

Accountability for all daily operational activity and the management of operatives and sub-contractors. Identifying, reviewing and implementing the client's critical success factors for the project. Ensuring that the quality and p...

a month ago seen See more...

Financial Planning Administrator

Recruit Wealth Ltd

Warwick, Warwickshire

£26,000 - £28,000/annum

Processing and chasing new business. Illustrations and projections. Valuations. Assist with the daily telephone answering within the team. Accurately update and maintain information on the back-office system. Liaising with provide...

a month ago seen See more...

Financial Planning Client Administrator

The Eventus Recruitment Group

Cheshire, England

£28,000 - £32,000 per annum

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

a month ago seen See more...

Client Account Manager/Financial Administrator

Antony George Recruitment

London, England

£30,000 - £35,000 per annum, negotiable

To build a strong working relationship with Finuras Advisers in order to provide exceptional administration support in the delivery of their business strategy. To build exceptional relationships with Finuras clients, ensuring co...

a month ago seen See more...

Financial Planning and Analysis Lead

Goodman Masson

South East

Annual budgeting and quarterly forecasting; monitoring both & providing commercial analysis. Ensuring the efficient production of monthly management accounts. Business partnering with various departments; reporting on income and s...

a month ago seen See more...

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