Financial Planning Assistant jobs in Bracknell

Company description: At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. Were a global company dedicated to fostering inclusivity and belonging. Job description: Part of the EMEA CPG Team, working closely...

Job Description CMA Executive is thrilled to be partnering with this leading global provider of outsourced solutions, operating across multiple sectors and geographies, as we search for a Group Financial Controller. The company has a strong presence in the EMEA region, delivering integrated services to its customers (some of the world’s most recognised brands) that help to support their growth...

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...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into...

Financial Services Test & Release Manager - Bracknell, Berkshire(3 days a week on-site in Bracknell) £53K-£58K basic depending on experience A new opportunity to join the Financial Services division of a major global brand as the Test & Release Manager. Role:The Test and Release Manager holds responsibility for overseeing the full lifecycle of testing and release processes for software products...

Overview Join to apply for the Associate Director Financial Planning role at ACCA Careers . We are Evelyn Partners, a UK leader in wealth management, providing personalised investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and our purpose is to place the power of good advice into more hands, helping clients make...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

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.

You will be close to the detail while shaping the bigger picture, ensuring finance supports growth rather than slowing it down. The business operates a multi site model and is building the systems, processes and team required to scale effectively. Key Responsibilities - Lead the finance function across a growing multi site business

Job Description Your new companyWe are a leading provider of retirement living services, committed to supporting older people to live independently in safe, secure, and welcoming communities. Our focus is on delivering high-quality housing management and fostering vibrant environments where residents feel valued and connected.Your new roleWe are looking for a dedicated and organised Assistant...

Your new company We are a leading provider of retirement living services, committed to supporting older people to live independently in safe, secure, and welcoming communities. Our focus is on delivering high-quality housing management and fostering vibrant environments where residents feel valued and connected. Your new role We are looking for a dedicated and organised Assistant Local Housing...

Job Description ROLE: Sales Assistant HOURS: 44 per Week - Permanent Role, 7am - 4:30pm, Monday to Friday, 8am - 12pm on a Saturday Rota SALARY: £27,936 basic salary, plus 10% zone allowance per year, totalling £30,730 BONUS/OTE: Realistic total earning potential of up to £34,330 per year BENEFITS: Healthcare Cash Plan, 3x Salary Life Assurance, High Street Discounts, Staff Discount BASE: Site...

ROLE: Sales Assistant Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding. HOURS: 22 per Week - Permanent Role, 7am - 4:30pm, Monday to Friday, 8am - 12pm on a Saturday Rota SALARY: £27,936 basic salary, plus 10% zone allowance per year, totalling £30,730 Pro Rata BONUS/OTE: Realistic total earning potential of up to...

We're on the hunt for an In store POS obsessed person to join out Client Services team on a 12-month maternity cover basis. This role has an immediate start, with the ideal candidate starting in July to ensure a seamless handover. The chosen person will have arguably one of the best roles in supporting our client in delivering premium In-store campaigns for Seasonal and high priority store...

A leading care provider in the UK is seeking a Deputy Manager to assist in operating a residential care home. The successful candidate will develop and monitor care plans, supervise staff, and ensure compliance with relevant legislation. The role demands extensive knowledge of Adult Social Care and strong organizational and communication skills. The position comes with numerous benefits,...

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.

You will be a true Brand Ambassador who will be able to interact easily with a broad range of customers.

You will be a natural promoter of customer service excellence, responsible for the customer’s journey and experience instore, ensuring that customers return time and time again.

Role Overview: We’re Opening a Brand-New Busy Bees Nursery in Binfield! Be Part of Something Amazing! We’re opening a brand-new, two-storey Busy Bees nursery in Binfield and this is YOUR chance to be part of something truly special! 75 little learners will soon be exploring, laughing, and growing—and we need a passionate Senior Room Leader to join us in giving our children the best start in life!...

A prominent wealth management firm in Bracknell is seeking a Partner Financial Planning professional to enhance client relationships and provide expert financial advice. The role requires developing personalized financial planning solutions, conducting annual reviews, and collaborating with stakeholders to achieve client goals. Ideal candidates will have a level 4 qualification or above, along...

A leading financial services provider is seeking an Associate Director of Financial Planning to enhance client relationships and deliver tailored financial advice. Based in Bracknell, this role involves analyzing client needs, executing business plans, and ensuring accurate, up-to-date financial strategies. The ideal candidate will have a relevant qualification and strong communication abilities....