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Senior Financial Planning jobs in Lancashire, England

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FINANCIAL PLANNING ADMINISTRATOR - HYBRID WORKING

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

CompanyBrevere Group
AddressLancashire, England
CategoryAccounting & Finance
Salary£25,000 - £29,000 per annum
Job typePermanent, full-time
Date Posted just now See detail

Financial Planning Administrator - Hybrid Working New

Brevere Group

Lancashire, England

£25,000 - £29,000 per annum

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

just now seen See more...

Senior Financial Accounting Manager New

Axon Moore Group Ltd

Lancashire, England

£80,000 - £85,000 per annum

The BusinessAxon Moore are currently partnered with a leading international Hospitality business with a head office in Central Manchester, in sourcing a high calibre, ambitious Senior Financial Accounting Manager. With a particula...

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Senior Financial Accountant

Marc Daniels

Lancashire, England

£40,000 - £55,000 per annum

Manage the entire Record to Report process, including but not limited to journal entries, general ledger maintenance, reconciliations, and month-end close activities. Prepare and analyse financial statements, including balance she...

3 days ago seen See more...

Financial Planning Administrator

Njr Recruitment Ltd

Preston, Lancashire

£25,000 - £30,000/annum

Work closely with the Adviser on all aspects of their day-to-day work with clients. Be involved in the processing of client business and interacting with the various pension and investment product providers. Prepare for client mee...

2 weeks ago seen See more...

Senior Planning Officer / Planning Officer

Ribble Valley Borough Council

Clitheroe, Lancashire

£30,825 to £33,024 or £34,834 to £40,221

During your induction period you will work from the Council Offices at Clitheroe to help you intergrate within the team and your role. Following this period, the Council currently allow hybrid homeworking of two days per week for...

a month ago seen See more...

Financial Planning Administrator

Medlock Partners Limited

Lancashire, England

£20,000 - £30,000 per annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

a month 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 months ago seen See more...

Senior Financial Reporting Manager

Otto James Consulting

Lancashire, England

£60,000 - £65,000 per annum

International Tech Firm. Europe / AsiaPac / America's. Home Working. Review and approval of journal entries for EMEA/APAC assigned to direct reports;. Review monthly management accounts and balance sheets reconciliations of entiti...

2 months ago seen See more...

Financial Planning Administrator

Njr Recruitment

Lancashire, England

£25,000 - £35,000 per annum

FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical pa...

2 months ago seen See more...

Financial Services Advisory Senior Consultant

Efinancialcareers

Lancashire, England

Competitive salary

Experience in a role related to internal audit, consulting or within a regulatory role in Financial Services. Excellent understanding of regulatory requirements (such as systems and controls, conduct and consumer credit regulation...

2 months ago seen See more...

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