Financial planning Work, Jobs in Bedford, Bdf (with Salaries)

Paraplanner / Financial Administrator
Mitchell Prockter Financial Services Limited —Bedford
- £26,000 - £45,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Analysis skills
- Organisational skills
- Free parking
- Life insurance
Quick apply
Brand, Campaigns and Marketing Lead
MaPS —Bedford
- £90,000 a year
- Hybrid work
- Communication skills
- Annual leave
- Employee assistance programme
11d
Account Executive
Copart —Bedford
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Employee discount
- Life insurance
Quick apply
12d
Administrator
Active Care Group —Bedford
- £27,927.79 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Quick apply
Senior Director Financial Planning, Analysis & Controlling
Marelli —Bedford
- Hybrid work
- Master's degree
- Bachelor's degree
- Business
Financial Analyst - Letchworth, UK
NORTHLAND CONTROLS LIMITED —Letchworth
- £50,000 - £65,000 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Organisational skills
- Annual leave
- Life insurance
Quick apply
Finance Planning & Analysis Analyst - SG&A
GXO Logistics —Northampton
- £65,000 a year
- Full-time
- Hybrid work
- Budgeting
- Communication skills
- Annual leave
2d
Central Buildings Project / Site Manager - New Build and Refurbishment
Center Parcs —Bedford
- £53,500 a year
- Weekend availability
- Engineering
- Project management
- Contracts
- Employee discount
Financial Administrator
Perspective Financial Group —Milton Keynes
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Finance Officer - UK
The HALO Trust —Milton Keynes
- £32,550 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Budgeting
- Business
- Annual leave
Quick apply
8d
Personal Assistant
Copart —Bedford
- Full-time
- Microsoft Outlook
- Research
- Driving
- Employee discount
- Life insurance
Quick apply
Care & Compliance Coordinator
Bedfordshire Supported Housing Ltd —Bedford
- £16 - £18 an hour
- Full-time
- Management
- Care plans
- Annual leave
- Referral programme
Deputy Chief Information Officer (Digital Services)
East of England Community Health and Care NHS Trust —Saint Ives
- £94,356 - £108,814 a year
- Full-time
- Travel
Accounts & Audit Trainee
Streets Accountants —Luton
- Annual leave
- Employee assistance programme
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
Exams Officer
Ernulf Academy —St. Neots
- £31,537 - £33,699 a year
- English
- Recruiting
- School
- Annual leave
- Employee assistance programme
12d
Endoscopy JAG Co-ordinator Data Analyst
Northampton General Hospital NHS Trust —Northampton
- £28,392 - £31,157 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Computer literacy
8d
Performance Manager - Project Services
Vertiv —Bedford
- English
- Continuous improvement
- Travel
junior front of house manager
Wagamama —Bedford
- £13.25 an hour
- Restaurant management
- Continuous improvement
- Mentoring
12d
Children's Services Support Officer
Milton-Keynes-Council —Milton Keynes
- £33,119 - £37,563 a year
- Microsoft Office
- Databases
- Administrative experience
- Annual leave
- Work from home
2d

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Paraplanner / Financial Administrator

Mitchell Prockter Financial Services Limited
Bedford

Quick apply

Job details

Full-time
£26,000 - £45,000 a year

Benefits

Free parking
Company pension
Life insurance

Qualifications

Microsoft Word
Financial planning
Report generation
Stakeholder liaison
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Overview

We are seeking a Paraplanner / Financial Administrator to join our financial services team. In this vital role, you will support the main financial advisor by preparing comprehensive reports, conducting analysis, and managing administrative tasks that ensure seamless client service and efficient operations. Your expertise in financial planning, report writing, and organizational skills will contribute to delivering advice and support to our clients. This position offers an exciting opportunity to develop your career within a client-focused environment.

Duties

Prepare detailed financial reports and documentation to support client meetings and planning processes
Conduct thorough analysis of client data, investment portfolios, and financial plans to identify opportunities and risks
Assist with the development and implementation of tailored financial strategies for clients
Communicate effectively with clients, internal teams, and external partners to ensure clarity and timely delivery of information
Support compliance procedures by ensuring all documentation adheres to regulatory standards
Maintain organized records of client interactions, financial plans, and correspondence for easy retrieval and audit readiness

Qualifications

Proven experience in financial services or a related administrative role with a focus on finance or planning
Strong report writing skills with the ability to produce clear, accurate documentation
Excellent analysis skills to interpret financial data effectively
Proficiency in Microsoft Office Suite: Word, Excel, Outlook; familiarity with IT systems used in financial environments is advantageous e'g. Iress, SelectaPension
Exceptional communication skills for liaising with clients and team members confidently
Solid organizational skills with the ability to manage multiple tasks efficiently and meet deadlines
Knowledge of financial planning principles and customer service best practices
Prior experience in administrative roles involving report generation, analysis, or client management is highly desirable
Demonstrated time management skills to prioritize workload effectively

This role offers a rewarding environment where your contributions directly impact clients’ financial well-being while providing opportunities for professional growth.

Pay: £26,000.00-£45,000.00 per year

Benefits:

Company pension
Free parking
Life insurance

Work Location: Hybrid remote in Bedford MK40 3JJ

Quick apply

Refine Your Search

financial planning jobs in bedford, bdf

Paraplanner / Financial Administrator

Brand, Campaigns and Marketing Lead

Account Executive

Administrator

Senior Director Financial Planning, Analysis & Controlling

Financial Analyst - Letchworth, UK

Finance Planning & Analysis Analyst - SG&A

Central Buildings Project / Site Manager - New Build and Refurbishment

Financial Administrator

Finance Officer - UK

Personal Assistant

Care & Compliance Coordinator

Deputy Chief Information Officer (Digital Services)

Accounts & Audit Trainee

Digital Marketing Manager

Exams Officer

Endoscopy JAG Co-ordinator Data Analyst

Performance Manager - Project Services

junior front of house manager

Children's Services Support Officer

I want to receive the latest job alerts for financial planning in bedford, bdf

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