Financial Planning Assistant

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

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...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 13/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 17/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 15/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 20/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 20/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

Looking for 2 x Junior Financial Planning Administrators based in Altrincham No experience needed but must have an interest in the industry. £19-23k Also required 1 x Senior Financial Planning Administrator £24-28k Lots of training and development opportunities. **Salary**: £19,000.00-£28,000.00 per year Schedule: - Monday to Friday Ability to...

**LOCATION** **Altrincham** **SALARY** **£25000 - £28000** **JOB TYPE** **Permanent** **REF** **HH2307-04_1689158535** **Assistant Accountant + ACCA / CIMA** **Altrincham** **£25,000 - £28,000** Only continue reading if you are seeking a new challenge Business is booming after securing a handful of new contracts and my client is now looking...

**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_1687776480 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...

**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...

Assistant Financial Controller l South Manchester l Up to £45k l Hybrid Working Model **Job Overview**: Axon Moore are delighted to be workingwith one of the world’s fastest growing and largest online retailers. They have over a decade of experience building and growing brands in the Beauty and Wellness sectors, in over 160 markets. With a world-class...

**reference**: ACR18646_1681381254 Part time Accounts Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: £25000 - £35000 per annum Part time Accounts Assistant Altrincham 12-15hrs a week 25-35k pro rata. My client is for a large privately-owned property development and investment company with circa 2...

**reference**: ACR19120_1687513616 Finance Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: £28000 - £29000 per annum + Private health care Finance Assistant 28-30k Altrincham Full time office based. Role can offer full time or part time hours My client are looking for a Finance Assistant to join...

We are working alongside a highly-reputable bespoke independent Financial Planners who are on the lookout for experienced IFAs. The business specialise in providing bespoke advice to High Net Worth clients. **The Opportunity** The opportunity here is for a Financial Advisor with a professional and level-headed approach to come in and help provide advice to...

**LOCATION** **Altrincham** **SALARY** **£22000 - £25000** **JOB TYPE** **Permanent** **REF** **OM2306-23_1687527936** **_Accounts Assistant + AAT Study_** **_Altrincham_** **_£22,000 - £25,000_** I am now on the lookout for an Accounts Assistant looking for guaranteed progression in the next 12 - 18 months. This is a unique offering as most...