Financial planners jobs in Crawley

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 ...

Provide administrative support to financial planners, including preparing client documentation, processing transactions, and maintaining client records. * Assist with client communication, scheduling ...

Following the launch of a brand new strategy in April 2024, they are seeking a Head of Strategic Financial Planning & Control to support in the continued growth of the charity. Cycling UK works to ...

The FP&A Manager will play a crucial role in financial planning and analysis within the organisation, ensuring the company's financial forecasts and budgeting processes are accurate and efficient

FP&A Manager - £70,000 - £80,000 + excellent benefits - Surrey (hybrid) Trace Recruit is delighted to be partnering with a global business services organisation, to recruit a qualified FP&A Manager ...

Financial Planning Manager - Alresford - £50K plus DOE Are you an IFA with an existing client bank? If you are, please keep on reading! Overview of Role????? In this role, you will be assisting the ...

They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove.Within this small practice the Advisors have a team of support specialists who assist with the ...

Large private equity backed infrastructure group are looking to hire an Interim FP&A Manager asap for a 6 month interim period, reporting to the Finance Leadership. The expectation is that the role ...

Grafton Banks Finance is currently looking for an ambitious FP&A Manager to join an established and fast-growing international business, with offices in Brighton and boasting a fun, sociable and ...

Senior Financial Adviser/Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake THE BUSINESS My client is an independent wealth planning firm, who I have worked ...

In this role, you will be responsible for financial planning and analysis, providing insights and recommendations to drive business performance and support strategic decision-making. This is a ...

The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning ...

Job Description Reporting to our Revenue Operations Director, we are looking for a Financial Planning Manager to improve the revenue operations process, support the vision for the revenue operations ...

Grafton Banks Finance is working with a successful and growing international business to recruit its new Senior Group FP&A Analyst. This role will work closely with the Group Head of FP&A to deliver

Proactively organise and aid Financial Planners in preparing formal reviews and addressing ad-hoc client meetings. * Attend meetings alongside Financial Planners to record minutes and finalise ...

Must have experience managing direct reports (ideally other Financial Planners) * Must have clear communication * Passionate about helping others What are they offering? * Up to £80,000 * Bonuses

CMA Recruitment Group is working in partnership with a fast paced, growing PE backed services organisation based in Woking to recruit an interim FP&A Analyst What will the FP&A Analyst role involve

The ideal Financial Planning Analyst (FP&A) would need to be able to show experience with the following duties: The duties for the Financial Planning Analyst (FP&A) * Building and maintaining the ...

Fantastic opportunity to join a successful Wealth Management firm, as an Employed Financial Planner, who are growing with the times. A client bank is provided and new business is encouraged. The role ...

We are seeking an experienced Director of Financial Planning & Analysis (FP&A) to lead our strategic finance initiatives and support our growing business across our New & Growth Markets, based out of ...

Role Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book ...

Work side-by-side, closely co-ordinating work with our two financial planners and client service team, providing high quality and efficient paraplanner support in a fast-paced environment

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that ...

Independent Financial Planner Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful independent financial planning firm, are looking ...