Graduate - Financial Services
4 months ago
**Graduate - Financial Services**
Our client is a Financial Services and Wealth Management business that was established in 2009. They provide financial planning services for high network individuals and manage over £250 million of assets for their clients. An exciting opportunity has arisen within their business for a Graduate to join them and develop their career further.
**The Person**:
- Have you completed University or College and looking to take your first steps into the Finance industry?
- Are you interested in Business/Economics/Finance?
- Are a confident communicator?
- Do you have a desire to learn new skills?
- Are you looking to pursue a career within a professional business and progress further?
- Do you have good administrative and IT skills?
**The Role**:
- Providing administrative support to the IFA Client Services Team and also providing administrative support to the Paraplanning team?
- Sending out documentation to clients
- Arranging client meetings and managing Financial Advisers diaries
- Responsible for distributing all incoming post
- Ensuring all client files are maintained and updated accordingly
- Answering all incoming calls in a courteous and professional manner
- Responsible for scanning confidential correspondence
- General administrative duties as required
**The Benefits**:
- Competitive salary based on experience
- 23 days holidays + all Bank Holidays
- 4 x Death in Service Benefit
- Employer Pension Contributions
- Financial support to encourage study for further advancement within the business
**Job Types**: Full-time, Permanent
**Salary**: £19,000.00-£23,000.00 per year
**Benefits**:
- Bereavement leave
- Casual dress
- Company events
- Company pension
- Flexitime
- Free parking
- Health & wellbeing programme
- Language training provided
- Life insurance
- On-site parking
- Sick pay
Schedule:
- Day shift
- Flexitime
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Knutsford: reliably commute or plan to relocate before starting work (required)
Work Location: In person
-
Graduate Management Scheme
3 months ago
Knutsford, United Kingdom Celsius Graduate Recruitment Limited Full timeGraduate Management Scheme - Sales, Customer Service, option to work as a Branch Manager in UK or abroad Generous £30,000 per annum salary Car allowance and bonus Celsius Graduate Recruitment are delighted to be representing a fast-growing freight and logistics solutions provider, with over 60 strategically placed UK locations. Founded in 2006, they boast a...
-
Financial Services Professional
24 hours ago
Knutsford, Cheshire East, United Kingdom McGregor Recruitment Full timeFinancial Services and Wealth Management OpportunityWe are seeking a highly motivated and ambitious Graduate to join our client's Financial Services and Wealth Management team. The successful candidate will have recently completed University or College and be looking to take their first steps into the Financial Services industry.Key...
-
Financial Services Professional
20 hours ago
Knutsford, Cheshire East, United Kingdom McGregor Recruitment Full timeFinancial Services and Wealth Management OpportunityWe are seeking a highly motivated and ambitious Graduate to join our client's Financial Services and Wealth Management team. The successful candidate will have recently completed University or College and be looking to take their first steps into the Financial Services industry.Key...
-
Graduate Trainee Financial Accountant
4 months ago
Knutsford, United Kingdom Edmundson Electrical Ltd Cheshire Full time**Package: £29k + benefits (incl. generous bonus scheme, paid overtime, CIMA study support, 25 days holiday per year plus statutory bank holidays, free parking, free lunches, company pension scheme and death in service cover)** **About the company** Edmundson Electrical Limited is one of the most highly respected and established names in the electrical...
-
Customer Service Administrator
3 months ago
Knutsford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Administrative Assistant** **Location: Knutsford** **Salary: Up to £28,000** **Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The company...
-
Financial Planning Administrator
3 weeks ago
Knutsford, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Experienced Financial Planning Administrator Location: Cheshire East Salary: £26,000 to £30,000 plus company bonus & company benefits package We are currently working alongside a boutique Financial Planning firm who have exciting growth plans and currently in search of a new member of the client services team due to an internal promotion from...
-
Financial Services Quality Assurance Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Adviser Services Holdings Limited Full timeJob Title:Training and Competency Auditor/SupervisorLocation: Hybrid remoteWe are seeking a highly skilled and experienced Training and Competency Auditor/Supervisor to join our Adviser Services Holdings Limited team. As a key member of our Adviser Services Group, you will play a crucial role in supporting our growing adviser communities.Key...
-
Financial Services Coordinator
7 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Planning Role **Job Summary** We are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers. As a key member of the team, you will provide exceptional support to Financial Advisers and contribute to the firm's growth plans. **Key Responsibilities** * Serve as the primary point of contact...
-
Financial Services Coordinator
7 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Planning Role **Job Summary** We are seeking an experienced Financial Services Administrator to join our client, a leading firm of Financial Advisers. As a key member of the team, you will provide exceptional support to Financial Advisers and contribute to the firm's growth plans. **Key Responsibilities** * Serve as the primary point of contact...
-
Financial Services Coordinator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, at an exciting time in their growth plans.Key Responsibilities:Act as the primary point of contact for clients, handling queries and providing timely updates on new business.Process new business, ensuring...
-
Financial Services Coordinator
5 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, at an exciting time in their growth plans.Key Responsibilities:Act as the primary point of contact for clients, handling queries and providing timely updates on new business.Process new business, ensuring...
-
Financial Services Administrator
4 months ago
Knutsford, United Kingdom McGregor Recruitment Full time**FINANCIAL SERVICES ADMINISTRATOR** Our client is a very well established Wealth Management company who work with high net worth clients and they have exciting growth plans. Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management and looking for the next step in their career. The successful individual...
-
Financial Services Administrator
4 months ago
Knutsford, United Kingdom McGregor Recruitment Full time**IFA ADMINISTRATOR - £24,000 - £30,000** **1 day a week working from home! Flexi time - start: 8-10am and finish: 4-6pm** Our client is a very well-established Wealth Management company who work with high net worth clients and they have exciting growth plans. Now looking for a bright and proactive individual who has worked within Financial...
-
Financial Services Coordinator
3 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorAn experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an administrator in a dynamic and growing firm of Financial Advisers.Key Responsibilities:Act as the primary point of contact for new and existing clients, handling queries and providing exceptional...
-
Financial Services Coordinator
3 days ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorAn experienced and skilled Financial Services Administrator is required to support a Financial Adviser and work alongside an administrator in a dynamic and growing firm of Financial Advisers.Key Responsibilities:Act as the primary point of contact for new and existing clients, handling queries and providing exceptional...
-
Financial Services Coordinator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, at an exciting time in their growth plans.Key Responsibilities:Act as the primary point of contact for new and existing clients, addressing their queries and concerns.Process new business and ensure timely...
-
Financial Services Coordinator
1 week ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeFinancial Services AdministratorWe are seeking an experienced Financial Services Administrator to join our client, a reputable firm of Financial Advisers, at an exciting time in their growth plans.Key Responsibilities:Act as the primary point of contact for new and existing clients, addressing their queries and concerns.Process new business and ensure timely...
-
Financial Services Administrator
4 months ago
Knutsford, United Kingdom McGregor Recruitment Full time**IFA ADMINISTRATOR - £24,000 - £29,000** **1 day a week working from home! Flexi time - start: 8-10am and finish: 4-6pm** Our client is a very well-established Wealth Management company who work with high net - worth clients and they have exciting growth plans. Now looking for a bright and proactive individual who has worked within Financial...
-
Cyber Security Graduate Programme 2025
2 weeks ago
Knutsford, Cheshire East, United Kingdom Barclays Bank UK PLC Full timeAbout the RoleWe are seeking a highly motivated and talented individual to join our Cyber Security team as a Graduate Programme participant. As a member of our team, you will play a key part in keeping our customers, clients, and colleagues safe from cyber-crime.Key ResponsibilitiesSupport the day-to-day operations of the Chief Security Office, providing...
-
Cyber Security Graduate Programme 2025
2 weeks ago
Knutsford, Cheshire East, United Kingdom Barclays Bank UK PLC Full timeAbout the RoleWe are seeking a highly motivated and talented individual to join our Cyber Security team as a Graduate Programme participant. As a member of our team, you will play a key part in keeping our customers, clients, and colleagues safe from cyber-crime.Key ResponsibilitiesSupport the day-to-day operations of the Chief Security Office, providing...