Financial planning Work, Jobs in Milton Keynes, Eng (with Salaries)

Financial Administrator
Perspective Financial Group —Milton Keynes
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Senior Director Financial Planning, Analysis & Controlling
Marelli —Bedford
- Hybrid work
- Master's degree
- Bachelor's degree
- Business
8d
Executive Assistant
Stantonbury School —Milton Keynes
- From £44,074.99 a year
- Full-time
- Research
- Project management
- School
- Free parking
- Sick pay
Quick apply
1d
Reward Specialist
Marshall Motor Group —Milton Keynes
- £40,000 - £50,000 a year
- Monday to Friday
- Analysis skills
- Communication skills
- Analytics
- Annual leave
- Employee discount
Quick apply
Digital Marketing Manager
cinch —Milton Keynes
- £46,700 - £56,000 a year
- Monday to Friday
- Hybrid work
- Analysis skills
- Team management
- Leadership
- Employee assistance programme
Quick apply
Urban Outfitters Visual Coordinator - Milton Keynes (NEW STORE)
Urban Outfitters —Milton Keynes
- Full-time
- Merchandising
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Mainframe Developer & Support (OS2200/COBOL)
Unisys —Milton Keynes
- Full-time
- Business
- Leadership
- Annual leave
- Employee assistance programme
Proposal Specialist
SHI International Corporation —Milton Keynes
- £45,000 - £55,000 a year
- Full-time
- English
- SharePoint
Secure Spaces Operations Manager
FCDO Services —Milton Keynes
- £58,209 - £60,810 a year
- Full-time
- Presentation skills
- Training & development
- Leadership
5d
Finance Analyst
Dominos —Milton Keynes
- Full-time
- Analysis skills
- Communication skills
- Analytics
Project Manager
Network Rail —Milton Keynes
- £46,701 - £56,963 a year
- Full-time
- Hybrid work
- PMP
- No degree
- Budgeting
- Free parking
- Annual leave
12d
Software Full Stack Support/Developer
Unisys —Milton Keynes
- Full-time
- Hybrid work
- Bachelor's degree
- Mentoring
- Scripting
- Annual leave
Senior Project Planner (80247)
Nexans —Milton Keynes
- Bachelor's degree
- Computer skills
- Training & development
Workshop Coordinator
Air IT —Milton Keynes
- Full-time
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
14d
Care & Compliance Coordinator
Bedfordshire Supported Housing Ltd —Bedford
- £16 - £18 an hour
- Full-time
- Management
- Care plans
- Annual leave
- Referral programme
Senior Finance Business Partner
BSI —Milton Keynes
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Bereavement leave
Financial Controller
Full Support Group —Kettering
- £65,000 - £70,000 a year
- Full-time
- Hotel
- Analysis skills
- Team management
Quick apply
Internal Auditor and Risk Analyst
Soho House & Co. —Milton Keynes
- Analysis skills
- Travel
- Communication skills
- Employee discount
Quick apply
Director – Project Management - Global VAT Compliance & Reporting (GVCR)
RSM UK —Milton Keynes
- Full-time
- Hybrid work
- Continuous improvement
- Accounting
- Mentoring
IT Programme Manager
VolkswagenGroup —Milton Keynes
- Full-time
9d

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financial planning jobs near milton keynes, eng

Financial Administrator

Perspective Financial Group
Milton Keynes

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Pension
Customer service call handling
Meeting coordination
Inbound customer enquiry call handling
Stakeholder liaison
Administrative support experience
Microsoft Office Suite
Appointment booking and call handling
Computer skills
Proofreading
Communication skills

Full job description

Perspective (South East) Ltd

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Milton Keynes Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (South East) Limited
Location: Milton Keynes
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Milton Keynes Office16 Shenley PavilionsChalkdell DriveShenley WoodMilton KeynesMK5 6LB

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn:

Good working knowledge of IO and Platform.
Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
Management and prioritising workloads.
Excellent planning, organisational and multi-tasking abilities.
Analytical and problem-solving skills.
Flexibility/adaptability to cope with change.
Excellent communication skills at all levels.
A team player with a positive attitude.

Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to:

Client correspondence, written and verbal.
Processing New Business.
Preparation of client review packs.
Arranging client meetings and managing the Adviser’s diary.
Illustration requests.
Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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financial planning jobs in milton keynes, eng