Financial Services Administrator/ Paraplanner

**FINANCIAL SERVICES ADMINISTRATOR** LOCATION: CARLISLE OR PENRITH As a result of our continued expansion an opportunity has arisen for an experienced financial services administrator to join our Dodd Wealthcare team. Providing administrative support to our team of Financial Services Advisers and Paraplanners the role involves preparing financial analysis...

This leading Chartered Financial Planning firm based in Penrith is looking for an experienced administrator to support their Financial Planners. The ideal candidate will have excellent communication skills and be able to maintain accurate records.Job Summary:Prepare client meeting materials and ensure accuracy of client records.Work closely with the...

Job Title: Paraplanner/ AdministratorWe are partnering with a local, Chartered Financial Planning firm based in the region. They offer excellent benefits and pride themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.Main Responsibilities:Support Financial Planners in arranging and preparing for...

A fantastic opportunity has arisen for an experienced Paraplanner to join a leading Accountancy Practice within the wealth division. The firm can offer a vibrant working environment and the opportunity to progress throughout the business. They offer independentfinancial advise to their clients and work closely with the accountancy team to provide an...

About the Role:We are seeking an experienced Paraplanner or Administrator to join our team at a reputable Chartered Financial Planning firm in the area. The ideal candidate will have previous experience in a similar role and be familiar with industry-standard systems. Our company prides itself on its excellent employee benefits and commitment to providing a...

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm based in Carlisle, dedicated to providing comprehensive and tailored financial solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Financial Services...

We are seeking a skilled Financial Services Administrator to join our team at InvestAcc Pension Administration Limited.About the Role:In this role, you will be responsible for providing administrative support to our team, ensuring that all pension and investment-related matters are administered accurately and efficiently in line with current legislation.Key...

An exciting opportunity has arisen for an experienced financial planning professional to join a growing wealth management practice. The role will comprise of both administration and paraplanning work. You will be directly supporting an IFA and working within a team of three. **Key Responsibilities** - Undertaking technical research - Producing complex...

With over 30 years of industry experience, Casa is partnering with Everi Pty to find a Trust Account Administrator who can provide exceptional service. This role involves overseeing daily financial operations, promoting data integrity, and providing property support. You will have the opportunity to work with a reputable commercial specialist and enjoy a...

Job Overview:This exciting opportunity has become available at a leading Financial Planning firm in the region. As a Paraplanner or Administrator, you will play a vital role in supporting the Financial Planners and ensuring seamless operations. The successful candidate will possess excellent organisational skills, attention to detail, and experience in a...

Overview: We are seeking a detail-oriented and highly organized Financial Administrator to join our Lettings team. As a Financial Administrator, you will play a crucial role in maintaining financial records, managing accounts payable and receivable, and ensuring accurate financial reporting. This position requires strong administrative skills and proficiency...

Job Title: Financial Administrator">About the Role:This role is an excellent opportunity to join a facilities management business in Carlisle as a Financial Administrator. The position involves handling various administrative duties related to payroll for a large number of employees.The responsibilities will include processing employee starters and leavers,...

Accounts Administrator - Part TimeWe are seeking an experienced Accounts Administrator to join our team on a part-time basis in Carlisle, Cumbria. The ideal candidate will have a recognised accountancy qualification or be working towards one.The successful applicant will have previous experience of working in an accounts office and possess strong Microsoft...

Job Title: Payroll AdministratorSalary: £24,000 p/aLocation: CumbriaContract: PermanentJGA Recruitment is delighted to be working with a successful organisation looking to add a Payroll Administrator to its team.Responsibilities will include day-to-day payroll processing, calculating and inputting statutory payments and maintaining up-to-date absence...

This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner 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...

This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planner 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...

We are seeking a skilled Financial Administrator to provide finance administration support to our dedicated team, assisting the manager with daily financial operations. As a key member of the CV-Library finance department, you will be responsible for managing financial reports, processing cost requests, and handling supplier payment queries.Key...

Denholm is delighted to be supporting our Financial Services client to assist in hiring for Customer Service Positions within the Financial Crime Team. This role is a hybrid with a presence in their Carlisle office. This positions sits within the wider financial crime team supporting financial crime matters across the business. The business is in an...

**Position**:Support Administrator - **Salary**: up to £23,000 - **Location**: Carlisle - **Hours**:Monday to Friday 9am to 5:30pm - Free parking, great benefits and excellent working environment We are recruiting for a large employer with modern offices and a fun atmosphere in the Carlisle area. They’re looking for an experienced Administrator or Admin...

Are you an experienced IFA Administrator looking for a new opportunity? If so, we can help! We are currently working with a directly authorized financial advisory and accountancy firm that has been successfully operating for over 150 years. With 17 locations across the UK, they have established themselves as a prominent player in the industry. Due to their...