Financial Planning Assistant

5 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:

  • Paraplanner Associate

    2 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    Unlock a career that changes lives.At Joslin Rhodes Lifestyle Financial Planning Limited, we're on the lookout for talented individuals to join our award-winning team. As a Trainee Paraplanner, you'll play a key role in helping our clients achieve their retirement dreams.Our unique PlanHappy Lifestyle Financial Planning Process is built on a foundation of...

  • Financial Planning and Analysis Expert

    1 month ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Financial Planning and Analysis ExpertWe are seeking a highly skilled Financial Planning and Analysis Expert to join our finance team in Stockton-on-Tees, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key...

  • Financial Planning and Analysis Specialist

    4 weeks ago

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

    Financial Accountant OpportunityWe are seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will play a crucial role in managing and analysing financial data, ensuring accuracy and compliance with financial regulations.Key Responsibilities:Financial Reporting: Prepare, review, and analyse financial statements and...

  • Financial Assistant

    4 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Puro Accountancy Full time

    Job Title: Financial AssistantWe are seeking a highly motivated and detail-oriented Financial Assistant to join our team at Puro Accountancy. As a Financial Assistant, you will be responsible for handling bookkeeping for a diverse set of clients, preparing and submitting self-assessments for personal and corporate tax, and providing cloud setup and training....

  • Financial Planning Analyst

    2 weeks ago

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

    Wood is seeking a Financial Planning Analyst to prepare and report on project cost budgets, and the tracking, management and reporting of project expenditure to enable robust control of projects throughout their lifecycle.Key ResponsibilitiesSupport senior members of the cost team through the preparation and reporting of project cost budgetsEnsure budgets...

  • Financial Operations Assistant

    4 weeks ago

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

    We are seeking a highly organized and detail-oriented Financial Operations Assistant to support the Purchase Ledger department in our busy vans business based in Stockton.Key Responsibilities:As a Financial Operations Assistant, you will be responsible for supporting the day-to-day operations of the Purchase Ledger department. Your duties will...

  • Financial Operations Assistant

    3 weeks ago

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

    We are seeking a skilled Financial Operations Assistant to support our busy vans business based in Stockton. As a key member of our team, you will play a vital role in maintaining the smooth operation of our Purchase Ledger department.Key Responsibilities:As a Financial Operations Assistant, you will be responsible for:Processing and recording financial...

  • Financial Assistant

    4 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Puro Accountancy Full time

    Job Summary:Puro Accountancy is seeking a skilled Financial Assistant to join their team in Stockton-on-Tees. As a key member of the team, you will be responsible for handling bookkeeping for a diverse set of clients, preparing and submitting self-assessments for personal and corporate tax, and providing cloud setup and training. If you have a clear, logical...

  • Financial Assistant

    4 weeks ago

    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Puro Accountancy Full time

    Puro Accountancy is seeking a highly skilled Financial Assistant to join their team in Stockton-on-Tees. As a key member of the team, you will be responsible for handling bookkeeping for a diverse set of clients, preparing and submitting self-assessments for personal and corporate tax, and providing cloud setup and training.The ideal candidate will be AAT...

  • Financial Planner

    5 months ago

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

    CKB Recruitment are currently representing a highly successful Wealth Planning practice who now seek to appoint an experienced Financial Planner to work alongside their existing team. You will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level. Existing clients...

  • Compliance Administrator

    5 months ago

    Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    _**Responsibilities include, but are not limited to**:_ - Preparation and submission of regulatory reports - Aiding in the Review of regulatory reports - Conduct reviews within the first line of defence to assess whether effective controls are in place for the company to meet its regulatory obligations through adherence to its policies, procedures, and...

  • Financial Planner

    5 months ago

    Stockton-on-Tees, United Kingdom The Staffing Experts Full time

    We are working with a successful Insurance Brokerage based in Stockton on Tees, looking for an experienced Financial Planner to join their team on a full time permanent basis. The Financial Planner plays a pivotal role in delivering high-quality, comprehensive financial planning and wealth management services to our clients. This position involves working...

  • Financial Manager Assistant

    4 weeks ago

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

    Job Title: Assistant Finance ManagerContract: Permanent Full TimeLocation: StocktonAre you a finance professional looking for a new challenge? We are currently seeking an Assistant Finance Manager to join our team in Stockton.Essential IngredientsPart qualified studying towards CIMA or equivalentBudget Management experienceVariance analysis experienceAble to...

  • Financial Manager Assistant

    4 weeks ago

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

    Job Title: Assistant Finance ManagerContract: Permanent Full TimeLocation: StocktonAre you looking for a new challenge in finance? We are currently seeking an Assistant Finance Manager to join our team in Stockton.Essential IngredientsPart qualified studying towards CIMA or equivalentBudget Management experienceVariance analysis experienceAble to deputise...

  • Financial Accountant

    2 months ago

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

    Financial Accountant, Salary up to £50k + study support and career opportunities and an excellent benefits package, Hybrid remote – 2 days per week in the Stockton-on-Tees office.We have an exciting opportunity for a Financial Accountant to join a leading global business services provider. Applicants will need to be a qualified accountant with experience...

  • Financial Accountant

    2 months ago

    Stockton-on-Tees, United Kingdom CV-Library Full time

    Financial Accountant, Salary up to £50k + study support and career opportunities and an excellent benefits package, Hybrid remote – 2 days per week in the Stockton-on-Tees office. We have an exciting opportunity for a Financial Accountant to join a leading global business services provider. Applicants will need to be a qualified accountant with...

  • Financial Operations Assistant

    4 weeks ago

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

    We are seeking a highly organized and detail-oriented Purchase Ledger Assistant to support the day-to-day operations of our Purchase Ledger department.Key Responsibilities:As a Purchase Ledger Assistant, you will be responsible for:Processing and inputting purchase ledger invoices, credit notes, and debit notes into our financial system.Scanning and...

  • Financial Services Coordinator

    4 weeks ago

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

    Job Title: Financial Services CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Xentrall Shared Services. As a key member of our Banking Team, you will assist the Finance Team Leader in providing an efficient and effective finance service to our clients.Key Responsibilities:-...

  • Transportation Planning Specialist

    6 days ago

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

    Company OverviewStockton-on-Tees Borough Council is a forward-thinking and innovative organisation that is working in partnership with Tees Valley Combined Authority and other partners to deliver a programme of transport schemes which will enable residents and visitors to travel more sustainably to, and within, the borough.Salary and BenefitsWe are offering...

  • Independent Financial Adviser

    6 months ago

    Stockton-on-Tees, United Kingdom Recruit UK Full time

    **Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:Stockton on Tees **Salary**: £50,000 **Job Reference**:8983 Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK. They...