Financial Planning Support jobs

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  1. Trainee Financial Adviser

    Posted a week ago by Lime People Search & Select Ltd

    Salary:
    £30,000 - £40,000/annum £30-40k +bens
    Location:
    Leeds, West Yorkshire
    Job Type:
    Permanent

    My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planningmore

    Apply Now
  2. Sales Executive

    Posted 12/05/2024 by Prime Appointments

    Salary:
    £12.50 - £13.50/hour
    Location:
    Braintree, Essex
    Job Type:
    Temporary

    Liaise with external and internal customers - end user, Technical Support, Planning/ Logistics and Sales. Receive and input customer orders within 24 hours of receipt of order. Up sell of customer orders. Review, analyse and progress orders, order related reports/department updates … more

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  3. Key Account Manager

    Posted 09/05/2024 by Project Start Recruitment Solutions

    Salary:
    £22,000 - £25,000/annum
    Location:
    Bristol
    Job Type:
    Permanent

    Collaborate and gain support from Commercial, Technical, Logistics and Finance teams to ensure successful outcomes. Skills / qualities required. Good written and verbal communications skills, especially by phone. Experience in B2B New Biz/Account management. Building lasting … more

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  4. IFA Administrator

    Posted 10/05/2024 by Premier Jobs UK

    Salary:
    £26,000 - £30,000/annum Pension contribution of 8%, plus BU
    Location:
    CV5, Millison's Wood, Coventry
    Job Type:
    Permanent

    This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by … more

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  5. Junior Financial Adviser

    Posted 10/05/2024 by Premier Jobs UK

    Salary:
    £30,000 - £45,000/annum Plus, IFAs will receive holiday pay
    Location:
    TA1, Taunton, Somerset
    Job Type:
    Permanent

    Are you a recently qualified Junior Financial Advisor in Devon/Somerset, seeking an employed job, where you can work alongside a well-established Financial Advisor. This is a unique opportunity to join a highly respected IFA firm who are continually improving their client … more

    Apply Now
  6. IFA Administrator

    Posted 10/05/2024 by Premier Jobs UK

    Salary:
    £24,000 - £28,000/annum 25 days holiday, Bank Holidays
    Location:
    SN8, Marlborough, Wiltshire
    Job Type:
    Permanent

    This IFA Administrator job in Marlborough is seeking an experienced individual to provide support to their local Financial Advisors. In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. … more

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  7. Office Administrative Manager

    Posted 15/05/2024 by KSF Global

    Salary:
    £27,000 - £30,000/annum
    Location:
    Leicester
    Job Type:
    Permanent

    You'll play a pivotal role in supporting the day-to-day operations across various departments. Your responsibilities will span across purchase management, sales support, and general administration, ensuring the smooth functioning of our office and warehouse operations. Are you the … more

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  8. Finance Sales Executive

    Posted 17/05/2024 by Red Recruitment

    Salary:
    £25,000 - £40,000/annum OTE uncapped
    Location:
    Macclesfield, Cheshire
    Job Type:
    Permanent

    Red Recruitment is recruiting a Finance Sales Executive to join our client who is the largest retailer of used motorbikes in the Europe. This is an exciting time to join the business at the start of a transformational period of growth. The salary for this position is £25,000 - £40,000 per … more

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  9. Sales Support Executive

    Posted 13/05/2024 by Tate

    Salary:
    £24,000 - £25,000/annum
    Location:
    Dorking, Surrey
    Job Type:
    Permanent

    Sales Support Executive £25,000 Dorking, Surrey. Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training … more

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  10. Customer Sales Advisor

    Posted a week ago by Search

    Remote job
    Salary:
    £23,000/annum plus commision
    Location:
    North West
    Job Type:
    Permanent

    Health cash plan - employer funded cover to enable you to claim money back on essential healthcare costs, including dental, optical, physiotherapy and many more. Cover also includes unlimited access to a 24/7 virtual GP service. Pension scheme - matched employer contributions up to 5% of … more

    Apply Now
  11. Medical Sales Specialist

    Posted yesterday by Network Scientific

    Salary:
    £30,000 - £45,000/annum Bonus, Car, Additional Benefits
    Location:
    South East
    Job Type:
    Permanent

    Develop business development plans. Ideal experience. Proven experience of working within a medical sales position. Experience of working within a theatre environment and surgical sales. The ability to build strong relationships with internal and external customers. The drive to make things … more

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  12. Broker Support Executive

    Posted 09/05/2024 by Recruitment Fox Ltd

    Salary:
    £25,000 - £26,500/annum
    Location:
    CF1, Cardiff, South Glamorgan
    Job Type:
    Permanent

    Job Title: Broker Support Agent. Location: Cardiff (Hybrid. Salary: up to £26,500 plus company performance bonus. Are you a thoughtful and proactive individual with a passion for results? Join a leading player in the insurance industry as a Broker Support Agent and contribute to … more

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  13. Sales Coordinator

    Posted a week ago by Questech Recruitment Ltd

    Salary:
    £24,700 - £27,000/annum £24,700 to £27,000
    Location:
    Huddersfield, Kirklees
    Job Type:
    Permanent

    The Sales Coordinator will be part of Sales Team and focus on acting as a link between Sales, Transport, Production/Planning and Finance. THE ROLE. In this role, you will be responsible for. Handling incoming calls, engaging with customers to effectively resolve service issues. … more

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  14. Business Development Executive

    Posted 3 days ago by Carlton Recruitment Solutions Ltd

    Quick apply
    Salary:
    £30,000 - £46,000/annum OTE plus annual bonus
    Location:
    Dartford, Kent
    Job Type:
    Permanent

    Healthcare Plan (Optional after completion of probationary period. Continuous Professional Development Training & Annual Growth Plan. 'Great Place to Work Events' (Team building events. Free-lunch Fridays. EAP Line. Financial advisory services. Our client is looking for an … more

  15. Recruitment Consultant

    Posted a week ago by Brook Street

    Remote job
    Location:
    Oxford, Oxfordshire
    Job Type:
    Permanent

    We pride ourselves on recruiting people with an entrepreneurial spirit to run their own part of Brook Street, giving them the autonomy to treat it as their own business, and the support and development needed to be successful. We have a culture and environment of high performance and … more

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  16. Recruitment Consultant

    Posted 2 days ago by Brook Street

    Remote job
    Salary:
    £22,000 - £40,000/annum Pension, Healthcare & Bonus
    Location:
    Cardiff
    Job Type:
    Permanent

    We pride ourselves on recruiting people with an entrepreneurial spirit to run their own part of Brook Street, giving them the autonomy to treat it as their own business, and the support and development needed to be successful. We have a culture and environment of high performance and … more

    Apply Now
  17. Trainee Sales / Account Manager

    Posted 14/05/2024 by Nominate Recruitment Ltd

    Salary:
    £21,000 - £23,000/annum
    Location:
    BT3, Whitehouse Upper, City of Belfast
    Job Type:
    Permanent

    Get hands-on with processing orders, preparing quotations, contracts, and agreements. supporting both Account Management and Finance teams. Data entry and cleansing using the CRM system with precision and accuracy. Achieve sales and promotional targets as agreed. Take charge of … more

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  18. Sales / Account Manager

    Posted 14/05/2024 by Nominate Recruitment Ltd

    Salary:
    £21,000 - £26,500/annum
    Location:
    BT3, Whitehouse Upper, City of Belfast
    Job Type:
    Permanent

    Get hands-on with processing orders, preparing quotations, contracts, and agreements. supporting both Account Management and Finance teams. Data entry and cleansing using the CRM system with precision and accuracy. Achieve sales and promotional targets as agreed. Take charge of … more

    Apply Now
  19. Investment consultant

    Posted a week ago by ESK Recruitment

    Salary:
    £20,000 - £30,000/annum
    Location:
    SE1, Chaucer, Greater London
    Job Type:
    Permanent

    Priding themselves on their expert knowledge, integrity, and commitment to client success, they offer a diverse range of opportunities in off-plan properties for both new and seasoned investors, ensuring both parties achieve their financial goals. Job Summary. Our client is seeking … more

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  20. Graduate Portfolio Manager - £26,000

    Posted 13/05/2024 by Ritz Recruitment

    Salary:
    £26,000/annum BENEFITS + 20% BONUS
    Location:
    Exeter
    Job Type:
    Permanent

    To have responsibility for the financial and operational performance of the portfolio. To achieve or exceed planned rent income and expenditure targets and budgets. Manage the transition & integration of new acquisitions into the business. Ensure the appearance & presentation of … more

    Apply Now
  21. Customer Account Manager

    Posted yesterday by Everyday Loans

    Salary:
    £26,500/annum Plus Performance Bonus
    Location:
    SL1, Slough, Berkshire
    Job Type:
    Permanent

    As you progress with ourselves, there is the opportunity to learn additional skills such as Collections and Underwriting, making Everyday Loans a great place to have a career in Financial Services. Rewards. Successful applicants will be provided with comprehensive training in the form of … more

    Apply Now
  22. Account Manager

    Posted a week ago by Trapeze Recruitment Services Ltd

    Location:
    CT7, Birchington-on-Sea, Kent
    Job Type:
    Permanent

    Full accountability for the financial performance, growth and successful delivery of your assigned customer accounts. Promote, advance, develop and manage the customer relationship to ensure accurate and regular communication of trading activity. Uphold the supplier reputation and deliver … more

    Apply Now
  23. National Account Sales Advisor

    Posted 14/05/2024 by Bidfood UK

    Featured job
    Salary:
    £23,500 - £24,300/annum
    Location:
    Salford, Greater Manchester
    Job Type:
    Permanent

    Working in the Business Support Centre you and the National Account Sales team will be responsible for maintaining, developing and maximizing your customer base within your own portfolio of accounts. Working in our busy and friendly team, you will be responsible for National account … more

    Apply Now
  24. Sales Administrator

    Posted 16/05/2024 by Concept Resourcing

    Remote job
    Salary:
    £25,000 - £30,000/annum
    Location:
    Abingdon, Oxfordshire
    Job Type:
    Permanent

    Are you looking to get out of sales or already a Sales Administrator or Sales Support within Technology? This is a BRAND NEW position with a growing Technology business. Our Client specialises in providing in-store retail IT systems, services, solutions, project management and support</ … more

    Apply Now
  25. Sales & Reporting Analyst

    Posted 16/05/2024 by Apple Recruitment

    Salary:
    £29,000/annum
    Location:
    Armagh, Armagh City Banbridge and Craigavon
    Job Type:
    Permanent

    Healthcare cash plan. Sharesave plan. Enhanced Maternity/ Paternity. Company Pension. Retail discounts. And much more. On behalf of our client, a global service provider, we have a new opportunity for a Sales and Reporting Analyst with experience of working with analysis tools. … more

    Apply Now

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