Financial Planning Assistant
7 days ago
We are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.
Key Responsibilities:- Assist in the development of personalized financial plans for clients, working closely with them to understand their needs and goals.
- Conduct research and analyze data to identify suitable financial products and solutions for clients.
- Prepare detailed case reports, research, and illustrations to support client meetings and presentations.
- Stay up-to-date with industry regulations and compliance requirements, ensuring that all work is completed to the highest standards.
- Utilize various platforms, such as IO, Dynamic Planner, and FE Analytics, to research, collate data, and scenario plan.
- Qualifications in Financial Planning, such as the CII Certificate or Diploma in Financial Planning, DipPP, or DipPFS.
- Proven background in Paraplanning, with excellent communication and numeric skills.
- Strong team player with the ability to work well under pressure to meet deadlines.
- Strong work ethic and a commitment to delivering high-quality work.
- Tech-savvy with experience using various platforms and software.
- Company pension scheme.
- 28 days holiday, including bank holidays.
- Birthday off.
- Free parking.
- Company events.
- Healthcare after probation.
- Training and qualification opportunities.
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Financial Planning Assistant
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeParaplanner RoleWe are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.Key Responsibilities:Assist in the development of personalized financial plans for clients, working closely...
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Financial Planning Assistant
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom Uniting People Full timeParaplanner RoleWe are seeking a skilled Paraplanner to join our team at Uniting People. As a Paraplanner, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial and tax planning services to our clients.Key Responsibilities:Assist in the development of personalized financial plans for clients, working closely...
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Financial Planning Assistant
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Ad Warrior Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Ad Warrior. As a key member of our team, you will be responsible for providing administrative support to our financial planners and office managers, ensuring a high-quality and compliant service to our clients.Key ResponsibilitiesObtain and collate provider...
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Financial Assistant
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom IronMarket Talent Full timeFinancial Assistant Opportunity at IronMarket TalentAbout the RoleWe are seeking a detail-orientated Financial Assistant to join our team at IronMarket Talent. As a key member of our Finance department, you will be responsible for all aspects of financial administration, including purchase and sales ledger duties, credit control, and managing incoming client...
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Financial Support Assistant
1 month ago
Newcastle under Lyme, Staffordshire, United Kingdom IronMarket Talent Full timePosition OverviewAs a vital member of our Finance team, the Accounts Assistant will play a crucial role in maintaining the financial integrity of our operations. About UsWe are a prominent independent fleet management outsourcing firm in the UK, renowned for our exceptional customer satisfaction and commitment to excellence.Key ResponsibilitiesIn this role,...
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Financial Operations Assistant
5 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Pertemps Bond Full timeFinance Assistant RoleWe are seeking a highly skilled and detail-oriented Finance Assistant to join our team at Pertemps Bond. As a key member of our finance team, you will play a crucial role in supporting both operational and commercial functions to deliver exceptional service to our customers.Key Responsibilities:Provide daily support to the Finance...
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Financial Operations Assistant
6 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Pertemps Bond Full timeFinance Assistant RoleWe are seeking a highly skilled and detail-oriented Finance Assistant to join our team at Pertemps Bond. As a key member of our finance team, you will play a crucial role in supporting both operational and commercial functions to deliver exceptional service to our customers.Key Responsibilities:Provide daily support to the Finance...
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Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeFinancial Assistant/Management Accountant OpportunityRM Recruit is seeking a skilled Financial Assistant/Management Accountant to join a dynamic not-for-profit organisation in Newcastle-Under-Lyme. This 6-month full-time contract offers a flexible, hybrid working arrangement with one day in the office and four days working from home.Key...
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Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeFinancial Assistant/Management Accountant OpportunityRM Recruit is seeking a skilled Financial Assistant/Management Accountant to join a dynamic not-for-profit organisation in Newcastle-Under-Lyme. This 6-month full-time contract offers a flexible, hybrid working arrangement with one day in the office and four days working from home.Key...
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Financial Manager
3 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Hays Senior Finance Full timeJob Summary We are seeking a highly skilled and experienced Financial Manager to join our team at Hays Senior Finance. As a key member of our team, you will be responsible for leading the financial planning and management of our clients' businesses. About the Role As a Senior Audit Manager, you will be responsible for managing the delivery of client work,...
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Financial Manager
3 days ago
Newcastle under Lyme, Staffordshire, United Kingdom Hays Senior Finance Full timeJob Summary We are seeking a highly skilled and experienced Financial Manager to join our team at Hays Senior Finance. As a key member of our team, you will be responsible for leading the financial planning and management of our clients' businesses. About the Role As a Senior Audit Manager, you will be responsible for managing the delivery of client work,...
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Financial Analyst
16 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeFinancial Assistant/Management Accountant OpportunityRM Recruit is seeking a skilled and detail-oriented Financial Assistant/Management Accountant to join their team on a full-time, 6-month contract basis. The ideal candidate will have prior experience in a similar role and be proficient in Microsoft Excel and accounting software.Key Responsibilities:Assist...
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Financial Analyst
12 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeFinancial Assistant/Management Accountant OpportunityRM Recruit is seeking a skilled and detail-oriented Financial Assistant/Management Accountant to join their team on a full-time, 6-month contract basis. The ideal candidate will have prior experience in a similar role and be proficient in Microsoft Excel and accounting software.Key Responsibilities:Assist...
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Financial Analyst
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom RM RECRUIT LIMITED Full timeAssistant Management AccountantRM Recruit is seeking a skilled Assistant Management Accountant to join a dynamic not-for-profit organisation in Newcastle-Under-Lyme. This is a full-time, 6-month contract opportunity with a flexible, hybrid working arrangement.Key Responsibilities:Financial Reporting: Assist in the preparation of monthly management accounts,...
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Financial Analyst
2 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom RM RECRUIT LIMITED Full timeAssistant Management AccountantRM Recruit is seeking a skilled Assistant Management Accountant to join a dynamic not-for-profit organisation in Newcastle-Under-Lyme. This is a full-time, 6-month contract opportunity with a flexible, hybrid working arrangement.Key Responsibilities:Financial Reporting: Assist in the preparation of monthly management accounts,...
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Financial Services Coordinator
3 weeks ago
Newcastle under Lyme, Staffordshire, United Kingdom Ad Warrior Full timeAbout Ad WarriorAd Warrior is a dynamic and forward-thinking company that specializes in financial planning and administration. We are committed to delivering exceptional customer service and providing a supportive and inclusive work environment for our team members.The RoleWe are seeking an experienced Financial Services Administrator to join our team. As a...
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Financial Controller
13 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Newcastle under Lyme, 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 Responsibilities:Develop...
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Financial Controller
17 hours ago
Newcastle under Lyme, Staffordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Newcastle under Lyme, 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 Responsibilities:Develop...
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Financial Analyst
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeAssistant Management Accountant OpportunityRm Recruit is working with a forward-thinking not-for-profit organisation based in Newcastle-Under-Lyme to find a skilled Assistant Management Accountant for a 6-month full-time contract.Key Responsibilities:Assist in the preparation of monthly management accounts, including profit and loss statements, balance...
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Financial Analyst
1 week ago
Newcastle under Lyme, Staffordshire, United Kingdom RM Recruit Full timeAssistant Management Accountant OpportunityRm Recruit is working with a forward-thinking not-for-profit organisation based in Newcastle-Under-Lyme to find a skilled Assistant Management Accountant for a 6-month full-time contract.Key Responsibilities:Assist in the preparation of monthly management accounts, including profit and loss statements, balance...