Financial Planning Assistant

3 months ago

StocktononTees, United Kingdom CV Elite Full time

**Financial Planning Assistant, The Role**: I am recruiting a Financial Planning Assistant to join the team at Mercury Wealth Management, an independent Accredited and Chartered Financial Planning firm based in Stockton-on-Tees (TS18).

**The Role**: The successful Financial Planning Assistant will be an integral member of the collaborative and client focused Client Service and Operations team. You will be the first point of contact for clients, developing relationships with them and working to ensure that they receive a service of the highest standard. You will manage the day-to-day operational requirements of the business, preparing for client reviews and dealing with transactional requests as well as providing operational support to the Paraplanners and Financial Planners.

**The Person**: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified and eventually Chartered and Certified (training and support with exams will be provided).

Either way, the successful Financial Planning Assistant (Financial Services Administrator) be a strong relationship builder with excellent customer service skills, and they will be proactive, organised and detail orientated, with excellent administrative abilities. They are likely to have experience of working in a professional services environment, ideally financial services, but they will not be expected to know the intricacies of financial planning as training and support will be provided.

**The Company**: Mercury Wealth Management is an independent Accredited and Chartered Financial Planning firm, working closely with their High-Net-Worth clients, acting as critical thinking partners to help them achieve their life goals through careful and frequently complex financial planning. They have a small but highly qualified team of Certified and Chartered Financial Planners who provide expert holistic advice and are committed to delivering a first-class service. The business is thriving on a reputation for excellence (95% of their clients come via recommendation) and they have ambitious growth plans, hoping to triple the number of clients that they help by 2030. They don’t have everything worked out, but they have a shared commitment to success and will need your help in moving forward on their journey.

Financial Planning Assistant (Financial Services Administrator)**, responsibilities include**:

- Provide the customer service and administrative assistance involved in delivering a market leading financial planning service.
- Professionally greet and assist clients, ensuring their needs are promptly addressed.
- Develop relationships with and clients and support them throughout the year, assisting in their annual planning process.
- Efficiently manage calendars, ensuring all meetings and events are scheduled and prioritised appropriately.
- Facilitate the onboarding process for new clients, ensuring all necessary documents and processes are completed efficiently.
- Arrange client review meetings and prepare review packs.
- Deal with all client queries and requests, including Withdrawals, Deposits, Change of personal details, Rebalancing etc.
- Communicate with relevant providers or agencies to collate financial information on behalf of the client or Paraplanner.
- Prepare illustrations, Application forms and assist with the production of presentations, Annual Suitability Reports and other financial documents.
- Maintain and update records, databases, and cloud-based filing systems to ensure accuracy and easy retrieval.
- Uphold the reputation, values and responsibilities of the firm at all times.

Financial Planning Assistant (Financial Services Administrator)**, skills and experience required**:

- Administrative experience gained in a financial or professional services environment.
- A good level of education, graduate level or qualified by experience, with a strong aptitude for numbers and technology.
- Excellent interpersonal and communication skills, both verbally and in writing.
- Organised, with excellent attention to detail and the ability to multi-task and manage changing priorities in a fast-paced environment.
- A proactive, caring and customer centric approach.

Dawn O’Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Mercury Wealth Management so NO AGENCIES PLEASE. If you are successful in being shortlisted, you will be contacted within 14 days to discuss the role and your requirements in more detail.

**Job Types**: Full-time, Part-time, Permanent, Graduate

**Salary**: £25,000.00-£32,000.00 per year

Expected hours: 30 - 37 per week

**Benefits**:

- Company pension
- Financial planning services
- Flexitime
- Life insurance
- On-site parking
- Private medical insurance
- Profit sharing
- Work from home

Schedule:

  • Financial Planning Specialist

    1 month ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Position: Financial Planning SpecialistLocation: Fully RemoteCompensation: Up to £45k, based on experienceWork Schedule: Part-time or Full-timeOur firm is a prominent player in the financial services sector, dedicated to delivering exceptional service to our clientele. We offer a comprehensive array of investment and retirement solutions tailored to help...

  • Financial Planning Specialist

    1 month ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Position: Financial Planning SpecialistLocation: Fully RemoteCompensation: Up to £45k, based on experienceWork Schedule: Part-time or Full-timeOur organization is a prominent player in the financial services sector, dedicated to delivering exceptional support to our clients. We offer a diverse array of investment and retirement solutions tailored to help...

  • Financial Planning Specialist

    1 month ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Position: Financial Planning SpecialistLocation: Fully RemoteCompensation: Up to £45,000, based on experienceWork Schedule: Flexible - Part-time or Full-timeOur organization is a prominent player in the Wealth Management sector, dedicated to delivering exceptional service to our clientele. We offer a diverse array of investment and retirement solutions...

  • Financial Planning Specialist

    6 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Financial Expertise Sought for Dynamic Finance Team We are currently recruiting for an experienced Management Accountant to join our rapidly expanding business. As a key member of our finance team, you will play a crucial role in delivering accurate financial accounts, forecasts, budgets, and analysis. **Key Responsibilities:** * Enhance and streamline...

  • Financial Planning Specialist

    6 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Financial Expertise Sought for Dynamic Finance Team We are currently recruiting for an experienced Management Accountant to join our rapidly expanding business. As a key member of our finance team, you will play a crucial role in delivering accurate financial accounts, forecasts, budgets, and analysis. **Key Responsibilities:** * Enhance and streamline...

  • Financial Assistant

    4 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Accounts Assistant RoleWe are seeking a skilled Accounts Assistant to join our client's team in Stockton-on-Tees. The ideal candidate will have experience in account preparation, financial statement filing, and corporate tax returns.Key Responsibilities:Assist in the preparation of accounts and financial statementsFiling of corporate tax returns and...

  • Financial Assistant

    4 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Accounts Assistant RoleWe are seeking a skilled Accounts Assistant to join our client's team in Stockton-on-Tees. The ideal candidate will have experience in account preparation, financial statement filing, and corporate tax returns.Key Responsibilities:Assist in the preparation of accounts and financial statementsFiling of corporate tax returns and...

  • Financial Planning Specialist

    1 week ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Financial Leadership Opportunity We are seeking an experienced Management Accountant to join our rapidly expanding business. As a key member of our finance team, you will play a crucial role in delivering accurate financial accounts, forecasts, budgets, and analysis. **Key Responsibilities:** * Enhance and streamline financial analysis and reporting...

  • Financial Planning Specialist

    1 week ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Si Recruitment Full time

    Financial Leadership Opportunity We are seeking an experienced Management Accountant to join our rapidly expanding business. As a key member of our finance team, you will play a crucial role in delivering accurate financial accounts, forecasts, budgets, and analysis. **Key Responsibilities:** * Enhance and streamline financial analysis and reporting...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Smartsearch Recruitment Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Smartsearch Recruitment. As a key member of our accounting team, you will play a crucial role in providing management reporting, journal processing, and analytical support to our business.Key Responsibilities:Month End Processes: Carry out timely and...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Smartsearch Recruitment Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Smartsearch Recruitment. As a key member of our accounting team, you will play a crucial role in providing management reporting, journal processing, and analytical support to our business.Key Responsibilities:Month End Processes: Carry out timely and...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Smartsearch Recruitment Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Smartsearch Recruitment. As a key member of our accounting team, you will play a crucial role in providing management reporting, journal processing, and analytical support to our business.Key Responsibilities:Month End Processes: Carry out timely and...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Smartsearch Recruitment Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Assistant to join our team at Smartsearch Recruitment. As a key member of our accounting team, you will play a crucial role in providing management reporting, journal processing, and analytical support to our business.Key Responsibilities:Month End Processes: Carry out timely and...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Reed Full time

    Reed Accountancy is seeking a skilled Financial Assistant to support their client in a full-time, permanent role.This position offers a competitive salary of £26,000 - £28,000 per annum, depending on experience.35 hours per week, Monday – Friday (working hours 9am-5pm)24 days holiday + bank holidaysAdditional holidays for years of serviceAs a Financial...

  • Financial Assistant

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Reed Full time

    Reed Accountancy is seeking a skilled Financial Assistant to support their client in a full-time, permanent role.This position offers a competitive salary of £26,000 - £28,000 per annum, depending on experience.35 hours per week, Monday – Friday (working hours 9am-5pm)24 days holiday + bank holidaysAdditional holidays for years of serviceAs a Financial...

  • Bookkeeper

    4 months ago

    Stockton-on-Tees, United Kingdom Atom Financial Ltd Full time

    Outsourced Bookkeeper Atom Financial provide a wide range of Financial Consultancy services to help SME businesses grow, offering a flexible, highly experienced alternative to in-house recruitment. Atom Financial help their clients achieve investment, organic growth and growth by acquisition and work with scale-up businesses to support them on their growth...

  • Financial Director

    3 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Service Care Solutions Full time

    Job Description**Role Requirements****Professional Qualifications**: Chartered Certified Accountant (CCAB) qualification is required.**Industry Experience**: Proven experience in the Local Government or Public Sector is essential.**Job Overview**Provide expert financial and technical guidance on a range of strategic initiatives, including complex funding...

  • Financial Director

    6 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Service Care Solutions Full time

    Job OverviewService Care Solutions is seeking a highly skilled Financial Manager to join our team. As a key member of our Finance Transformation and Performance Directorate, you will play a crucial role in providing financial direction, advice, and support to complex development projects and initiatives.Key ResponsibilitiesFinancial Planning and Budgeting:...

  • Financial Director

    6 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Service Care Solutions Full time

    Job OverviewService Care Solutions is seeking a highly skilled Financial Manager to join our team. As a key member of our Finance Transformation and Performance Directorate, you will play a crucial role in providing financial direction, advice, and support to complex development projects and initiatives.Key ResponsibilitiesFinancial Planning and Budgeting:...

  • Financial Director

    2 days ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Service Care Solutions Full time

    Job Title: Finance ManagerService Care Solutions is seeking a highly skilled Finance Manager to join our team.Key Responsibilities:Provide expert financial guidance and support to complex development projects and initiatives.Develop and evaluate financial options through business case principles and appraise delivery vehicles to ensure long-term...