You will need extensive experience in financial modelling and a strong understanding of technical environments. Key skills include advanced Excel and stakeholder management, with the opportunity to shape the financial strategy in a fast-growing company. Competitive benefits are offered.
You will support its growth and operational efficiency.
You will be responsible for maintaining financial controls, supporting strategic planning, and leading a small finance team to deliver accurate and timely financial information.
You will be a qualified accountant (ACA, ACCA, or CIMA) with experience in a similar Financial Controller or senior finance role.
You will provide comprehensive administrative support, including the preparation of reports and correspondence, maintaining accurate and timely records across systems such as Intelliflo, and managing leads, prospects, and existing client relationships.
Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm. If you are looking to be a part of an...
Compliance Manager – Financial Planning / Wealth Management Hybrid Working About the Role As Compliance Manager, you will be at the centre of the firm's regulatory integrity, ensuring full adherence to FCA requirements across COBS, SYSC, SM&CR, Consumer Duty, GDPR and AML. You'll design, implement and enhance the firm's compliance framework, support risk management, conduct monitoring and...
A leading financial institution in Reading seeks a professional for a client-facing role focused on financial planning and advisory services. The role involves triaging client leads, recommending investment strategies, and ensuring compliance with regulatory standards. With strong communication skills and a goal-oriented mindset, you will help clients achieve their financial objectives. Preferred...
You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.
You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.
We are looking for a highly talented Director of Controlling to lead financial accounting, reporting, tax, treasury, and financial systems for a multi-entity European group. This role reports directly to a fabulous CFO and plays a key part in ensuring compliance, driving operational efficiency, supporting M&A activity, and overseeing the finance shared services function. Key Responsibilities: -...
Shape the future of catchment partnerships. Deliver real environmental outcomes.We’re looking for an ambitious and collaborative Environmental Planning and Delivery Manager to lead the next phase of partnership working across our catchments. This role sits at the heart of how we work with others to deliver meaningful environmental improvements—supporting regulatory obligations while creating...
Senior Planning Specialist Salary - From £45,000 to £60,000 (Dependant on suitability and experience). Location - Reading / Basingstoke Area Closing date - 06th May 2024 At AWE we are at the start of a once-in-a-generation programme to ensure the ongoing operation of the UK's Continuous At Sea Deterrent. We are looking for a Senior Planning Specialist to provide workforce planning support and...
A national independent financial advice firm is seeking an experienced Technical Paraplanner to join their technical team. This role involves creating detailed suitability reports and managing complex planning cases within a supportive environment. The firm offers hybrid working and values proper paraplanning culture, ensuring clear progression paths. Ideal candidates are experienced Paraplanners...
You will work with a range of clients including landowners, property developers, charities, educational institutions, property investors, financial entities, businesses, and private individuals. The teams’ work encompasses a broad spectrum of planning matters, including but not limited to:
A leading financial planning firm in the UK is seeking a Paraplanner to join a dynamic team. The successful candidate will be responsible for supporting Relationship Managers by preparing client meetings, analyzing financial positions, and creating comprehensive reports. The role values teamwork, continuous learning, and attention to detail, and requires experience as a paraplanner, strong...
Company Description: Planning & Portfolio Partner - Enterprise PMO This role sits within the Enterprise Portfolio Management Office (EPMO), accountable for the management of Primark’s portfolio management processes for all investment and change initiatives across the business. This will involve engaging with business stakeholders to define, prioritise and manage the portfolio of initiatives to...
You will sit in Three’s 2nd line financial services compliance team, and play a key role in the delivery of the monitoring plan and wider compliance programme.
IFA Administrator / Financial Planning AdministratorWokingham£30,000 - £35,000FULL TIME OR PART TIME HOURS37.5 hours per week or 20-30 hoursMy client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the...
A financial planning firm in Reading seeks a Financial Planning Administrator to support an Associate Director and enhance client service delivery. The role involves diary management, administrative support, and maintaining client relationships, requiring at least 3 years of experience in financial planning. Candidates should be detail-oriented, organised, and possess excellent IT and...
A leading financial services firm in the UK is seeking a Compliance Manager to enhance its regulatory compliance framework and liaise with the FCA. The ideal candidate will have a minimum of 5 years in compliance and a Diploma in Financial Planning. This role offers a hybrid working environment and the opportunity to influence business direction. Responsibilities include managing compliance...
You will project manage year-end and month-end deliverables, refine reporting processes, optimise our use of financial systems and provide expert advice to the business.
You will be a highly valued and pivotal team member as we increase our focus on best-in-class external reporting.
A leading financial institution in Reading is seeking a professional for a client-facing role focused on financial planning and advisory services. As part of the team, you will triage client leads, recommend investment strategies, and ensure compliance with regulatory standards. Strong communication skills and a goal-oriented mindset are essential for success. Preferred applicants should hold...