Current jobs related to Financial Planning Assistant - Penrith - Finlink Ltd
-
Financial Planning Assistant
4 months ago
Penrith, United Kingdom Finlink Ltd Full timehis is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...
-
Financial Planning Assistant
4 months ago
Penrith, United Kingdom Finlink Ltd Full timeAre you ready to elevate your Financial ervices career with a reputable firm that has stood the test of time? We are working alongside a client seeking a dedicated Financial Planning Assistant to become an integral part of their company, offering a competitive salary of up to £29,000. This firm boasts a rich history spanning over 150 years and has...
-
Financial Planner
4 days ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
-
Financial Planner
4 days ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
-
Financial Planner
4 days ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
-
Financial Planner
4 days ago
Penrith, Cumbria, United Kingdom Rachael Bell Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planner to join our team at Rachael Bell Wealth Management. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.Key ResponsibilitiesProvide expert financial planning advice to clients, taking into account their individual...
-
Probate and Estate Planning Specialist
5 days ago
Penrith, Cumbria, United Kingdom NXT Recruitment LTD Full timeNXT Recruitment LTD is proud to be working with a leading Accountancy firm in Cumbria to find a skilled Probate and Wills Advisor to join their growing team. The ideal candidate will provide probate and estate completion services to clients in a supportive and professional manner, helping the team achieve their business goals and standards. Key...
-
Probate and Estate Planning Specialist
5 days ago
Penrith, Cumbria, United Kingdom NXT Recruitment LTD Full timeNXT Recruitment LTD is proud to be working with a leading Accountancy firm in Cumbria to find a skilled Probate and Wills Advisor to join their growing team. The ideal candidate will provide probate and estate completion services to clients in a supportive and professional manner, helping the team achieve their business goals and standards. Key...
-
Financial Director
2 weeks ago
Penrith, Cumbria, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team at Broster Buchanan Ltd, a well-established and reputable family-owned business. As a key member of our finance team, you will play a crucial role in supporting our company's growth and success.Key ResponsibilitiesManage the end-to-end finance function, including financial...
-
Financial Director
2 weeks ago
Penrith, Cumbria, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team at Broster Buchanan Ltd, a well-established and reputable family-owned business. As a key member of our finance team, you will play a crucial role in supporting our company's growth and success.Key ResponsibilitiesManage the end-to-end finance function, including financial...
-
Financial Director
2 weeks ago
Penrith, Cumbria, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team at Broster Buchanan Ltd, a well-established and reputable family-owned business. As a key member of our finance team, you will play a crucial role in supporting our company's growth and success.Key ResponsibilitiesManage the end-to-end finance function, including financial...
-
Financial Director
2 weeks ago
Penrith, Cumbria, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team at Broster Buchanan Ltd, a well-established and reputable family-owned business. As a key member of our finance team, you will play a crucial role in supporting our company's growth and success.Key ResponsibilitiesManage the end-to-end finance function, including financial...
-
Financial Director
3 weeks ago
Penrith, Cumbria, United Kingdom Broster Buchanan Ltd Full timeAbout the RoleWe are seeking an experienced Financial Controller to join our team at Broster Buchanan Ltd, a well-established and reputable family-owned business. The successful candidate will have a rich history of managing end-to-end finance functions and will be responsible for reporting directly into a supportive Finance Director.Key...
-
Financial Administrator
4 days ago
Penrith, Cumbria, United Kingdom Adecco UK Limited Full timeFinance AssistantAdecco is delighted to partner with our education client in recruiting an experienced Finance Assistant to join their team.Key Responsibilities:Manage the purchase ledger, ensuring timely ordering and processing of invoices.Liaise with managers on BACs payments and direct debit entries.Assist in maintaining the financial system, including...
-
Financial Administrator
4 days ago
Penrith, Cumbria, United Kingdom Adecco UK Limited Full timeFinance AssistantAdecco is delighted to partner with our education client in recruiting an experienced Finance Assistant to join their team.Key Responsibilities:Manage the purchase ledger, ensuring timely ordering and processing of invoices.Liaise with managers on BACs payments and direct debit entries.Assist in maintaining the financial system, including...
-
Financial Planner
3 months ago
Penrith, United Kingdom JohnstonGreer Full timeFinancial Planner £55,000 to £65,000 plus benefits and bonus (OTE £80,000 plus) Independent Financial Advisor required by this wealth management firm that provides individual advice to HNW private clients and their families. The focus of the role is the servicing of the existing clients and the recurring income. Dealing predominately with private client...
-
Financial Services Professional
6 days ago
Penrith, Cumbria, United Kingdom David Allen Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Accounts Senior to join our team at David Allen. As an Accounts Senior, you will play a key role in providing accountancy and corporation tax services to a range of business enterprises.Responsibilities will include preparing financial statements, assisting bookkeepers, and interacting with...
-
Financial Services Professional
6 days ago
Penrith, Cumbria, United Kingdom David Allen Full timeAbout the RoleWe are seeking a highly skilled and detail-oriented Accounts Senior to join our team at David Allen. As an Accounts Senior, you will play a key role in providing accountancy and corporation tax services to a range of business enterprises.Responsibilities will include preparing financial statements, assisting bookkeepers, and interacting with...
-
Financial Administrator
3 days ago
Penrith, Cumbria, United Kingdom Adecco Full timeFinance AssistantAdecco is partnering with an education client to recruit an experienced Finance Assistant to join their team. This role offers 37.5 hours per week, Monday to Friday, with flexible options available for part-time candidates.Key Responsibilities:Manage the purchase ledger, ensuring timely ordering and processing of invoices.Liaise with...
-
Financial Administrator
3 days ago
Penrith, Cumbria, United Kingdom Adecco Full timeFinance AssistantAdecco is partnering with an education client to recruit an experienced Finance Assistant to join their team. This role offers 37.5 hours per week, Monday to Friday, with flexible options available for part-time candidates.Key Responsibilities:Manage the purchase ledger, ensuring timely ordering and processing of invoices.Liaise with...
Financial Planning Assistant
4 months ago
Are you ready to elevate your Financial ervices career with a reputable firm that has stood the test of time?
We are working alongside a client seeking a dedicated Financial Planning Assistant to become an integral part of their company, offering a competitive salary of up to £29,000.
This firm boasts a rich history spanning over 150 years and has established a significant presence with 17 offices throughout the UK. As they continue to grow, they are eager to enhance their financial administration team.
As a dedicated support specialist, your day will begin with a warm cup of coffee and a thorough check of the calendar to prepare for the day ahead. You will dive into delivering comprehensive administrative and technical support, ensuring that every process runs smoothly and efficiently.
With a client-first mindset, you will serve as the primary liaison, fielding inquiries and fostering relationships with valued clients, guaranteeing that service standards are not just met but exceeded. Using your attention to detail you will meticulously craft suitability letters, tailored to each client's unique financial landscape. The day progresses with the management of new business processing, where precision is paramount, and the coordination of client meetings, where you will assist in the preparation of materials and reports, ensuring that every interaction is informative and productive.
- The salary is up to £29k
- Hybrid based role in Penrith
- Qualification support
- Progression available into other roles within the company
- Life insurance, income protection, pension scheme, sick pay etc
- 21 days holiday plus bank holidays, plus an additional day for every year of service
Reference ID: 16083549955
**Benefits**:
- Company pension
- Life insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
- No weekends
Application question(s):
- Do you have experience working as an Administrator within Financial Services?
Work Location: Hybrid remote in Penrith
Reference ID: 16083549955
