Financial Planning Manager Jobs in County Down

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Search results - Financial Planning Manager Jobs in County Down

Financial Service Administrator / Paraplanner

Brook Street UK-Newry-today

the following duties: /n /n • Drafting annual review reports and client suitability documentation. /n • Liaising with fund managers and product providers to gather necessary financial data. /n • Ensuring file processing aligns with FCA and Openwork network...

Financial Services Administrator

Brook Street UK-Lisburn-joblookup.com-yesterday

and in accordance with regulatory requirements. Key Responsibilities • Providing day-to-day administrative support to Financial Planners and the wider wealth management team. • Supporting new business processing and client onboarding activities. • Preparing...

Financial Service Administrator / Paraplanner

Brook Street UK-Lisburn-today

Planning & Service Delivery Team Lead - Leeds

Lowell Group-Hillsborough-today

Planning & Service Delivery Team Lead - LeedsPlanning & Service Delivery Team Lead Location:Thorpe Park, Leeds,Hybridworking. Join us as a Planning & Service Delivery Team Lead! At Lowell, we're always looking for smarter ways to connect...

Financial Service Administrator / Paraplanner

Brook Street UK-Comber-joblookup.com-yesterday

The Financial Services Administrator (or Paraplanner) will generally handle the following duties: • Drafting annual review reports and client suitability documentation. • Liaising with fund managers and product providers to gather necessary financial data...

Management Accountant

Brightwork Ltd-Newry-today

their position as a market leader and drive further growth within their industry. Due to continued expansion and increased demand, we are recruiting for an experienced and commercially focused Management Accountant to join their finance team at their Carryduff...

Financial Service Administrator / Paraplanner

Brook Street UK-Newtownards-2 days ago

Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial data. Ensuring file processing aligns with FCA and Openwork network standards. Workflow Management: Logging...

Assistant Manager

Zachary Daniels-Lisburn-joblookup.com-yesterday

with driving forward both turnover and revenues from the store based on lean principles. Keeping a close focus on financial KPIs, including wages, wastage and shrinkage will form a key element of the role, together with non-financials such as customer service...

2 similar jobs: United Kingdom, Newtownabbey

Financial Service Administrator / Paraplanner

Brook Street-Newtownards-reed.co.uk-3 days ago

Drafting annual review reports and client suitability documentation. • Liaising with fund managers and product providers to gather necessary financial data. • Ensuring file processing aligns with FCA and Openwork network standards. • Workflow Management...

Sales Account Manager

EVO Group-Newtownards-yesterday

We are seeking a driven and commercially focused Sales Account Manager to manage and grow key client accounts while driving new revenue opportunities. This role blends relationship management with consultative selling and strategic planning...

1 similar job: Birmingham

Senior Project Engineer

Newcastle-cv-library.co.uk-3 days ago

from concept to delivery. The successful candidate will have excellent communication, planning and stakeholder management skills, combined with a solid understanding of project management methodologies and engineering applications within demanding, fast...

1 similar job: Slough

Administrator

ABM Ireland-Lisburn-2 days ago

and year-end financial closing processes. • Prepare and submit regular reports on the status of accounts payable and accounts receivable. • Prepare and present cost reports to Contracts Manager and onsite Client Governance team. • Collaborate...

Sales Rep - Advertising

Brook Street UK-Lisburn-today

Brook Street Recruitment is delighted to be working on behalf of our Belfast client to recruit a Sales Account Manager / Digital Sales Executive to join their team. Our client is the largest out-of-home media company worldwide. In Northern Ireland...

Financial Service Administrator / Paraplanner

Brook Street UK-Newtownards-2 weeks ago

Field Sales Executive

SumUp-Newry-yesterday

full ecosystem - payments, POS, and operations - as the superior long-term solution. Pipeline & Territory Management: Owning your designated territory while recognising you're free to generate business anywhere in the UK. Planning your sales week...