Financial Planning Assistant

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

Delighted to be working for Marks Sattin, a market leading business in the Trafford region, who are seeking an Assistant Finance Manager to join their international finance function.The role will involve reviewing, providing commentary and analysing the Management Accounts for different European entities, working closely with the Shared Service centre, and...

**Finance Business Partner** **South Manchester - Investment & Acquisition** **Salary - up to £60k (Dependant on experience & Qualification)** **Benefits - Competitive benefits package + Hybrid & flexible working** **Expectation that you will travel to client sites x2 days per week - Company car provided** Well established and rapidly growing...

**Office based with some flexibility to work from home.** **Rural Planning Assistant - you will be joining a successful and growing business, providing efficient administrative office and project support in a rural planning consultancy.** **Job Details**: - £25K DOE. - Monday to Friday - 37.5/week - 4 full days could be considered. Some flexibility with...

**About the company** Ramsdens is a trusted and expanding multi-service retailer offering Travel Money, Jewellery and Loan Services; we have over 160 High Street stores in England, Scotland and Wales. We are looking to recruit a part time Branch Assistant working in our Altrincham branch. **Benefits** - Competitive market rates of pay - Monthly pay - Bonus...

**Job Title - Accounts Assistant** **Location - Altrincham (Hybrid & Flexible)** **Salary - £26 - 28k** Do you have experience working in a finance role, but you're just not sure if the company is for you? We may have the solution! We're looking for an individual with 1-2 years of experience in finance who is looking to join a brilliant, conscious...

Job Description: We are seeking a highly motivated and organised individual to fill the position of Receptionist / Client Administrator at Capstone Financial. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our business, providing exceptional administrative support, and delivering outstanding customer...

**reference**: J0018586_1712568391 Graduate Trainee Accountant / Accounts Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: £20000 - £22000 per annum Our client is an an award winning, accountancy firm with office across the North. Across the offices they have 300+ staff across all desciplines of accounting....

About Dandara LivingDandara Living is a market-leading developer in the living sector, delivering Build-to-Rent, Single Family Housing and Purpose-Built Student Accommodation. With unparalleled market knowledge and technical expertise, our extensive in-house experience encompasses land acquisition, design, development, procurement, site delivery, and...

About Our ClientPage Personnel is working with a global business who is a specialist in their field and is experiencing continuous growth. They have an opening for an Assistant Management Accountant to join their team.Job OverviewThe Assistant Management Accountant will be responsible for reviewing monthly cost variances across each business unit, supporting...

Job Summary **Responsibilities**: - Conduct thorough financial assessments and analysis for clients - Develop customized financial plans based on clients' goals and risk tolerance - Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning - Monitor and review clients' portfolios to ensure they are aligned...

**LOCATION** **Altrincham** **SALARY** **£25000 - £30000** **JOB TYPE** **Permanent** **REF** **BC2403-10_1711533013** HR Assistant Altrincham 25-30K **Healthcare scheme, life insurance, 25 holidays +bank holidays and 6% workplace pension.** Do you want to feel like a key member of a HR team, be first point of contact and be part of a team that...

Job DescriptionGibson Hollyhomes requires a skilled Financial Administrator to manage financial transactions, maintain accurate records, and provide administrative support to the accounting team.This role involves:Managing cash flow and preparing financial reportsMaintaining accurate and up-to-date financial recordsProviding administrative support to the...

**Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...

Join Our TeamWe are looking for an experienced Finance Manager to join our team at Dandara Living. As a key member of the senior leadership team, you will play a crucial role in supporting the business in developing and delivering our growth plans. Experience of scaling up businesses would be desirable.Main Responsibilities:Business StrategyPrepare business...

Page Personnel is recruiting for an experienced Assistant Management Accountant to join their finance team. As a key member of the team, you will be responsible for reviewing monthly cost variances, supporting the production of finance charge workings, and providing insightful analysis on budget and forecast KPIs.About the RoleThis is an exciting opportunity...