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SENIOR FINANCIAL PLANNING ADMINISTRATOR

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

CompanyMbf.
AddressMansfield, Nottinghamshire
CategoryAdministrative
Salary£28,000 - £35,000 Annual
Job typePermanent
Date Posted 4 days ago See detail

Senior Financial Planning Administrator

Mbf.

Mansfield, Nottinghamshire

£28,000 - £35,000 Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

4 days ago seen See more...

Financial Planning / Advice - Senior Administrator / PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 Annual

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

2 days ago seen See more...

Financial Planning Client Administrator New

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

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....

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Financial Planning/Advice - Senior Administrator/PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 per annum

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

4 days ago seen See more...

Regional Senior Financial Planning

Hays Senior Finance

Manchester, Greater Manchester

£50,000 - £60,000, £60,000 - £70,000

Your new company This client is a nationwide facilities and property management company which is well-established with large portfolios across England with a passion for charitable work and sustainability.Your new role As their ne...

2 months ago seen See more...

Regional Senior Financial Planning

Hays Specialist Recruitment Limited

Lancashire, England

£55,000 - £60,000 per annum, inc benefits

Your new companyThis client is a nationwide facilities and property management company which is well-established with large portfolios across England with a passion for charitable work and sustainability. Your new roleAs their new...

2 months ago seen See more...

Senior Financial Planning and Analysis Analyst (12 month Fixed Term Contract)

Admiral Group

Cardiff, Wales

Developing a good understanding of the activities of the Group and develop a strong working relationship with managers across the various UK Insurance businesses, to provide financial and numerical analysis on a variety of subject...

2 months ago seen See more...

Senior Director - Financial Planning and Analysis (FP&A)

Topyorkshire

Maidstone, Kent

Lead aspects of Financial Planning, budgeting, and forecasting processes for the New & Growth Markets across EMEA, APAC and LATAM region, ensuring accuracy, timeliness, and alignment with strategic goals. Oversee variance analysis...

a week ago seen See more...

Financial Planning and Analysis Manager New

Avk-Seg

Furze Platt, Berkshire

Private Health Insurance. Performance Bonus. 25 days annual leave + bank hols. Birthday Off. Pension Plan. Hybrid working / Flexible working....

50 minutes ago seen See more...

Senior Financial Controller New

Sfm

Coventry, West Midlands

Senior Financial ControllerLocation: Coventry, CV3 2RQSalary: Competitive, DOEContract: Permanent, full timeBenefits: Competitive salary Contributory pension scheme Life cover Incapacity benefits Cash Back Medical SchemeAbout...

2 hours ago seen See more...

Financial Planning Administrator New

Recruit Wealth Ltd

Marlborough, Wiltshire

£24,000 - £28,000/annum

Preparation of correspondence including letters and emails. Ensuring appropriate documentation is scanned and attached to the relevant client records. Maintaining all administration systems, ensuring all client data is accurate an...

15 hours ago seen See more...

Financial Planning and Analysis Manager New

Avk-Seg Uk Limited

Berkshire, England

Private Health Insurance. Performance Bonus. 25 days annual leave + bank hols. Birthday Off. Pension Plan. Hybrid working / Flexible working....

19 hours ago seen See more...

Senior Financial Reporting Manager New

Marks Sattin

South East

Preparation of statutory accounts in compliance with regulatory standards. Monthly and quarterly reporting to provide insights into financial performance. Consolidation of financial statements for the group. Utilization of strong...

19 hours ago seen See more...

Head of Financial Planning and Analysis New

Marks Sattin

West Yorkshire, England

Build-out and improve the group's strategic Financial Planning and budgeting, forecasting, analytics, and reporting processes. Take the lead on analysis and reporting on financial and non-financial metrics and KPIs across the busi...

19 hours ago seen See more...

Financial Planning Administrator New

Recruit Uk

Hampshire, England

£28,000 - £32,000 per annum

Salary up to 32,000 (negotiable depending on experience). 28 days holiday, plus ability to buy more. Full exam support. 5% employer contribution to pension. Group Death in Service of 4 x basic annual salary. Group Income Protecti...

21 hours ago seen See more...

Interim Head of Treasury & Financial Planning New

Robertson Bell

South East

£500.00 - £600.00 per day

Take ownership of the strategic elements of the Housing Associations Treasury function, including supporting on the securing of new funding. Maintain strong relationships with lenders. Support on raising new debt to support poten...

24 hours ago seen See more...

Financial Planning & Analysis FP&A Analyst

Lord Accounting & Finance

West Midlands, England

£50,000 - £60,000 per annum, negotiable

TechnologyTo 60,000 + Bonus + BenefitsBirmingham (hybrid, flexible working)The CompanyOur client is a PE backed market leading specialist providing business critical services that support the infrastructure of some of the UK's la...

24 hours ago seen See more...

Finance Manager, Financial Planning & Analysis

University Of Sheffield

Sheffield, South Yorkshire

£46,974 to £56,021 per year

In addition you will support the provision of financial management information and regulatory returns.You do not need to have any prior experience of TRAC, as full guidance & training will be provided, but you do need to have an a...

yesterday seen See more...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified

Efinancialcareers

Avon, England

Competitive salary

The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to mak...

2 days ago seen See more...

Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified

Efinancialcareers

Lancashire, England

Competitive salary

The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchesteroffice. The Training & Competence Advisor will undertake file reviews to m...

2 days ago seen See more...

Senior Financial Services Advisor

N Brown Group

Manchester, Greater Manchester

Competitive & excellent benefits

Respond promptly to customer and third party enquiries via multiple channels, including phone, email and live chat to provide accurate information about their account and our new brand, and assist customers in resolving issues and...

2 days ago seen See more...

Senior Finance Director, Financial Planning & Analysis

Mundipharma

Cambridgeshire, England

Salary negotiable

Deliver the financial plan for Technical Operations: Inventory, Cost of Goods Sold, Margin %, COGS Savings Plan, Operating Costs, FTE, Restructuring and Balance sheet. . Ownership of all financial numbers (including historical dat...

3 weeks ago seen See more...

Crypto Financial Crime/ Regulatory Senior Manager New

Lhh Recruitment Solutions

South East

£75,000 - £95,000 per annum

This is an exciting opportunity to make a significant impact in helping crypto firms with regulatory and financial crime issues while working alongside a talented and passionate team.What you will do:Develop and implement the comp...

20 hours ago seen See more...

Senior Account Handler - Professional & Financial Risks New

Bruin Financial & Professional Services

London, England

£50,000 - £60,000 per annum

Creation of MRC Slips and Endorsements. Work with Clients and Brokers. Oversee the service delivery provided by their Technical Team. Be the point of referral for enquiries. London Insurance Market exposure. Current/previous knowl...

22 hours ago seen See more...

Planning/Senior Planning Officer

Charnwood Borough Council

Loughborough, Leicestershire

£29,269 to £40,221 per year

The role will provide you with experience of working with a variety of teams across Council departments and with elected representatives as well as external partners and stakeholders.This is an opportunity to use your skills and t...

2 days ago seen See more...

Senior Social Worker - Supported Care Planning Team

Hays Specialist Recruitment Limited

West Glamorgan

£38.00 - £40.00 per hour

Your new companyWe are currently working with Swansea Council to recruit Senior Social Workers to join them in their Supported Care Planning Team. - Weekly pay - Referral bonuses - A friendly, supportive office team who are availa...

2 days ago seen See more...

Senior Director: IDM Global Financial Operations

Pfizer

Dublin, Highland

Negotiable

Lead an integrated GBS culture across the IDM Global Financial Operations teams Dublin site to ensure a respect for diversity and inclusion across the functions, and drive colleague engagement (Changing Lives Together).. Partner w...

2 days ago seen See more...

Senior IFA Administrator - Financial Planning (Hybrid)

Brevere Group

Cambridgeshire, England

£28,000 - £33,000 per annum

Administering clients portfolios using provider platforms. Processing platform / off-platform new business by liaising with providers, clients and team. Preparing clients portfolio review packs. Preparing Income Drawdown Reviews...

2 months ago seen See more...

Senior Planning Engineer

Turner Lovell

Birmingham, West Midlands

£65,000 - £75,000/annum Additional benefits

Location: Hybrid, with 2-3 days in Birmingham. Competitive packages and excellent benefits are available. Demonstrable experience in planning major turnkey infrastructure projects. Expert Primavera P6 user. Knowledge of risk manag...

2 days ago seen See more...

Functional Process Owner - Financial Planning & Analysis - SAP FP&A

Mackenzie Jones It

Hampshire, England

£70,000/annum 15% Bonus + Benefits Package

Financial Planning & Analytics - Commercial Financial Planning, Forecasting & budgeting experience. Financial Planning & Analytics - Business Partnering - supporting a FP&A implementation & delivery - ideally have project manageme...

3 days ago seen See more...

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