Financial Planning Support jobs in Birmingham

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  1. Financial Planning Assistant

    Posted 5 days ago by Lime People Search & Select Ltd

    Salary:
    £23,000 - £29,000/annum £23-29k + bens
    Location:
    Leeds, West Yorkshire (92 miles)
    Job Type:
    Permanent

    My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a more

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  2. 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

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  3. Legal Cashier

    Posted 6 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

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  4. Financial Services Administrator

    Posted 5 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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  5. 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
  6. Senior Financial Services Administrator

    Posted 5 days ago by Time Appointments

    Location:
    Ipswich, Suffolk (132 miles)
    Job Type:
    Permanent

    We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator. The successful candidate will be rewarded with a competitive salary and the opportunity for … more

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  7. Client Servicing Manager

    Posted 3 days ago by Dynamite Recruitment

    Salary:
    £23,000 - £32,000/annum £26,000 - £32,000
    Location:
    Petersfield (102 miles)
    Job Type:
    Permanent

    Dynamite Recruitment are proud to be recruiting on behalf of a very reputable Financial Planning Firm, on the recruit of a Client Servicing manager to join the team. This role will involve liaising with clients, colleagues and providers. You will be responsible for client … more

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  8. Senior IFA Administrator

    Posted 4 days ago by North Oak Recruitment

    Salary:
    £27,000 - £35,000/annum plus benefits
    Location:
    Kibworth Beauchamp, Leicestershire (38 miles)
    Job Type:
    Permanent

    They now have an exciting opportunity for an individual to join their team, providing quality client care and administrative support to the Financial Planners. Main Responsibilities. Review planning: The scheduling, planning and organising client reviews with the … more

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  9. Ifa Administrator

    Posted yesterday by Heat Recruitment Ltd

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

    This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK … more

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  10. Financial Planning Administrator

    Posted yesterday 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

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  11. Customer Service Admin

    Posted 4 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

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  12. IFA Administrator

    Posted 5 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
  13. Transport Coordinator/Customer Service Representative

    Posted 5 days ago by DNA Recruitment

    Salary:
    £24,500 - £30,000/annum Pension, Free parking, company event
    Location:
    Kingston Upon Hull, East Riding of Yorkshire (108 miles)
    Job Type:
    Permanent

    Tracking and planning UK drivers and equipment ensuring optimal utilisation. Liaise with suppliers to ensure orders are fulfilled. Communicate with customers and keep them informed of order status. Oversee turnaround of vehicles and containers to maximise productivity. Recharge any … more

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  14. Financial Planning Administrator

    Posted 5 days ago by Lime People Search & Select Ltd

    Salary:
    £27,000 - £30,000/annum £27-30k +bens
    Location:
    Harrogate, North Yorkshire (105 miles)
    Job Type:
    Temporary

    My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial more

    Apply Now
  15. 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

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  16. Trainee Paraplanner

    Posted yesterday by Search

    Location:
    Liverpool, Merseyside (78 miles)
    Job Type:
    Permanent

    This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, … more

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  17. Administrator

    Posted a week 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
  18. Credit Controller

    Posted yesterday 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
  19. Financial Planning Administrator

    Posted 5 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
  20. Credit Controller

    Posted today by Page Personnel

    Remote job
    Salary:
    £28,000 - £32,000/annum
    Location:
    Didcot, Oxfordshire (66 miles)
    Job Type:
    Permanent

    Ensure timely debt collection and minimise financial risk. Prepare accurate reports on credit control activity. Develop and maintain relationships with clients to promote prompt payment. Work closely with the accounting and finance team to streamline processes. Adhere to all … more

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  21. Financial Services Administrator

    Posted yesterday by Search

    Location:
    Liverpool, Merseyside (78 miles)
    Job Type:
    Permanent

    Financial Services Administrator. Liverpool City Centre. Salary - Competitive Salary w/ Excellent Benefits Package. Hours - Monday to Friday, 9am - 5pm. Full time, permanent contract. Outstanding training and development opportunities. This is an exciting position based in Liverpool City … more

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  22. Finance Assistant

    Posted 3 days ago by Venture Recruitment Partners

    Salary:
    £27,000 - £30,000/annum
    Location:
    Poole (120 miles)
    Job Type:
    Permanent

    Are you an experienced transactional finance professional looking for a broad finance role with a great salary and hybrid working arrangement. This Finance Assistant role has an emphasis on Sales Ledger and Credit Control and offers great work life balance in a friendly … more

    Apply Now
  23. 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

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  24. ifa administrator

    Posted today by Templegate recruitment

    Salary:
    £25,000 - £30,000/annum
    Location:
    Bognor Regis, West Sussex (128 miles)
    Job Type:
    Permanent

    Financial Services Specialist Recruiters. Job Title: IFA Sales Support. Location: Bognor Regis. Salary: Up to £30,000 (based on experience and qualifications. About the Company. We are recruiting on behalf of a well-established and highly successful Independent Financialmore

    Apply Now
  25. Finance Assistant

    Posted a week ago by Adecco

    Salary:
    £13.00 - £14.00/hour
    Location:
    Workington, Cumbria (163 miles)
    Job Type:
    Temporary

    Job Title: Temporary Finance Assistant. Location: Workington. Duration: 2 months initially, with potential for extension. Hours. Monday to Thursday: 8am - 4:30pm. Friday: 8am - 2:30pm. Part-time options available (e.g., school hours, fewer days)Salary: £13 - £14 per hour. Overall Purpose of … more

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