Financial Planning Support jobs in Birmingham

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  1. Trainee Accountant

    Posted 6 days ago by LocalJobs4U

    Salary:
    £25,000 - £27,000/annum
    Location:
    B1, Birmingham, West Midlands (County)
    Job Type:
    Permanent

    Our client specialises in delivering top-tier accounting and financial services to a diverse range of clients. They believe in nurturing fresh talent, fostering an environment of growth and development, and providing opportunities to work with experienced professionals. Responsibilities. As … more

    Apply Now
  2. Legal Cashier

    Posted 5 days ago by Quest Employment

    Salary:
    £25,000 - £30,000/annum
    Location:
    LE2, Oadby, Leicestershire (35 miles)
    Job Type:
    Permanent

    Liaising with fee earners and support staff regarding financial queries. Preparing month-end and year-end financial reports. Assisting with budget preparation and financial planning. Maintaining accurate financial records and ledgers. more

    Apply Now
  3. Financial Services Administrator

    Posted 4 days ago by Lime People Search & Select Ltd

    Salary:
    £23,000 - £28,000/annum £23-28k +bens
    Location:
    CH1, Chester, Cheshire West and Chester (64 miles)
    Job Type:
    Permanent

    My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, … more

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  4. Trainee Accountant

    Posted 6 days ago by LocalJobs4U

    Salary:
    £23,000 - £25,000/annum
    Location:
    S1, Sheffield, South Yorkshire (64 miles)
    Job Type:
    Permanent

    Our client specialises in delivering top-tier accounting and financial services to a diverse range of clients. They believe in nurturing fresh talent, fostering an environment of growth and development, and providing opportunities to work with experienced professionals. Responsibilities. As … more

    Apply Now
  5. Financial Planning Administrator

    Posted today by Heat Recruitment Ltd

    Remote job
    Salary:
    £25,000 - £32,000/annum bonus, parking, PMI
    Location:
    Milton Keynes, Buckinghamshire (57 miles)
    Job Type:
    Permanent

    Are you an experienced Financial Planning Administrator looking to pursue a new opportunity. We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business … more

    Apply Now
  6. Customer Service Admin

    Posted 3 days ago by ACS Staffing Solutions

    Salary:
    £12/hour
    Location:
    Oldbury (5 miles)
    Job Type:
    Temporary

    Plan and forecast for peak and seasonal trading, enabling branches to meet customer demands by driving seasonal asset allocation to maximise utilisation and sales revenue. Compile and update asset safety and assurance compliance, ensuring defect reporting is accurate and communicated to … more

    Apply Now
  7. IFA Administrator

    Posted 4 days ago by Lime People Search & Select Ltd

    Salary:
    £26,000 - £30,000/annum £26-30K +bens
    Location:
    Sheffield, South Yorkshire (64 miles)
    Job Type:
    Permanent

    My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services. We are urgently … more

    Apply Now
  8. Accounts Assistant

    Posted 4 days ago by Allen Associates

    Salary:
    £25,000 - £30,000/annum
    Location:
    Bicester (50 miles)
    Job Type:
    Permanent

    We are looking for an Accounts Assistant to join a small yet busy finance team to support with the smooth operation of the finance function. This is an opportunity for someone with strong numerical, IT and customer services skills, who is eager to develop their career in < … more

    Apply Now
  9. Administrator

    Posted 6 days ago by Pertemps Leicester

    Salary:
    £25,000/annum
    Location:
    Leicester (34 miles)
    Job Type:
    Permanent

    Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Administrator to join our growing team. My Client is committed to providing top-tier financial advice and personalized service to our clients. We … more

    Apply Now
  10. Credit Controller

    Posted today by Gleeson Recruitment Group

    Remote job
    Salary:
    £26,000 - £30,000/annum
    Location:
    Brierley Hill, West Midlands (9 miles)
    Job Type:
    Permanent

    On behalf of our client, we are seeking a skilled and proactive Credit Controller to join a dynamic finance team. This is a fantastic opportunity for an experienced individual to play a key role in managing the company's aged debts, ensuring the smooth collection of outstanding balances, … more

    Apply Now
  11. Financial Planning Administrator

    Posted 4 days ago by Lime People Search & Select Ltd

    Salary:
    £23,000 - £27,000/annum £23-27k +bens
    Location:
    Sheffield, South Yorkshire (64 miles)
    Job Type:
    Permanent

    My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to … more

    Apply Now
  12. Finance Manager

    Posted 3 days ago by Autograph Recruitment

    Location:
    Bristol (74 miles)
    Job Type:
    Permanent

    Finance Manager. Location: Bristol. Position: Full time, Permanent. Salary: Competitive Salary DOE. Autograph Recruitment are excited to be exclusively partnered with a well-established professional services client based in Bristol. Having recently aligned their service offerings they are … more

    Apply Now
  13. Trainee Client Liaison Coordinator

    Posted 5 days ago by BRB Wealth Management

    Salary:
    £22,000/annum
    Location:
    Newcastle-under-Lyme (39 miles)
    Job Type:
    Permanent

    Founded in 1980, our client have been offering tailored financial advice to individuals and businesses across Staffordshire, South Cheshire, and Shropshire. Over the years, they've grown to serve clients nationwide, always maintaining a strong focus on delivering solutions that truly meet … more

    Apply Now
  14. Site Operations Manager

    Posted 5 days ago by Anonymous

    Location:
    Balderton, Nottinghamshire (61 miles)
    Job Type:
    Permanent

    With head office support, recruit, engage, train and develop the site team, managing its performance and reward, to maintain an effective workforce capable of meeting its current and projected objectives. Ensure all assets/machinery are maintained and operate at their optimum capability. … more

    Apply Now
  15. Assistant Manager

    Posted today by Flow Sports Personnel Ltd

    Salary:
    £26,000/annum + Bonus (OTE £30K) + Great Benefits
    Location:
    Birmingham, West Midlands (County)
    Job Type:
    Permanent

    Are you looking for a business that is financially stable and has very exciting growth plans. If so, then look no further. As an Assistant Manager for our client, you will be at the very centre of the customer and team experience, ensuring that your centre has the best standards and service … more

    Apply Now
  16. Mortgage Administrator

    Posted 5 days ago by Premier Jobs UK

    Quick apply
    Salary:
    £25,000 - £28,000/annum plus company benefits
    Location:
    Blaby, Leicestershire (31 miles)
    Job Type:
    Permanent

    This Mortgage Administrator job in Leicestershire offers the opportunity to work for a growing Financial Planning firm and support their in-house Mortgage Advisor. As a Mortgage Administrator, you will be supporting their Mortgage & Protection Advisor with pre and … more

  17. Accounts Assistant

    Posted today by Transaction Recruitment

    Salary:
    £24,000 - £25,000/annum Study support
    Location:
    Droitwich, Worcestershire (18 miles)
    Job Type:
    Permanent

    Transaction Recruitment are supporting our Droitwich based client in their search for an experienced Accounts Assistant to join the business on a permanent basis. You will be working as part of a dynamic finance team that has a reputation for developing their employee's careers. My … more

    Apply Now
  18. Graduate Quantity Surveyor

    Posted 6 days ago by GVR Solutions Ltd

    Quick apply
    Salary:
    £25,000 - £30,000/annum
    Location:
    Buckingham, Buckinghamshire (50 miles)
    Job Type:
    Permanent

    Preparation of cost estimates, cost plans, tender documents, interim valuations of the construction. Variations and Measurements. Cost Control. Cost reporting. Liaise with all Internal teams. Attend projects meetings. Assist with procurement. Final Accounts. Provide support in the … more

  19. Admin & Billing Assistant

    Posted today by Sharp Consultancy

    Salary:
    £24,000 - £26,000/annum Free on-site parking
    Location:
    Sheffield, South Yorkshire (64 miles)
    Job Type:
    Permanent

    Providing accurate, prompt and efficient administrative support to the finance team. Providing cover when needed for others in the finance team. Data input on the billing system and become jointly responsible for all the billing. Taking payments over the phone. Monitoring … more

    Apply Now
  20. Ifa Administrator

    Posted today by North Oak Recruitment

    Salary:
    £21,000 - £28,000/annum plus benefits
    Location:
    NG2, West Bridgford, Nottinghamshire (44 miles)
    Job Type:
    Permanent

    Administration experience in a financial planning company for at least two years. Experience in processing authority letters and gathering data about a client's investments, pensions and life assurance policies. Understanding of financial transactions including those … more

    Apply Now
  21. Fundraising Executive - Shropshire

    Posted 5 days ago by Harris Hill Ltd

    Salary:
    £26,000 - £28,000/annum
    Location:
    Shrewsbury, Shropshire (39 miles)
    Job Type:
    Permanent

    Work with the Community Fundraising Manager to support the delivery of the fundraising strategy, developing regional plans to support growth and development, focusing on building strong and long-lasting relationships which will increase income and loyalty to the charity. < … more

    Apply Now
  22. Chepstow Supply Teacher

    Posted today by Class people

    Salary:
    £360 - £650/week
    Location:
    Chepstow (67 miles)
    Job Type:
    Contract

    These contracts will enable you the financial stability whilst also allowing a better work-life balance than potentially full teaching is offering you. Start date: ASAP. Location: Small Cluster of schools in and around the Chepstow area. The individual needs to be adaptable to each class … more

    Apply Now
  23. Customer Support Agent

    Posted today by Veolia

    Featured job Video job
    Salary:
    £23,795/annum
    Location:
    Sheffield, South Yorkshire (64 miles)
    Job Type:
    Permanent

    As a Customer Support Agent you'll be pushing for innovative solutions to create a more sustainable future for all. We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture. What we can offer you. 25 … more

    Apply Now
  24. Customer Service Specialist

    Posted 3 days ago by Northreach

    Salary:
    £25,000 - £28,000/annum + Benefits
    Location:
    CH1, Chester, Cheshire West and Chester (64 miles)
    Job Type:
    Permanent

    We have partnered with a unique and growing bank based in Chester, who specialise in providing tailor made financial products to support the rural economy. This bank are seeking an experienced Customer Service Specialist to support the existing and prospective customer … more

    Apply Now
  25. Junior Finance Project Analyst

    Posted 3 days ago by Allen Associates

    Location:
    Oxford (66 miles)
    Job Type:
    Permanent

    Junior Finance Project Analyst. We have registered this fantastic role with our impressive and innovative client! Working within their busy finance team, you will be supporting business leaders with efficient and accurate financial analysis and reporting for … more

    Apply Now

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