Current jobs related to Financial Services Assistant - Wilmslow, Cheshire East - recruitment22

  • Financial Services Accountant

    1 week ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Management AccountantAt Equilibrium Financial Planning, we're more than just a Chartered Financial Planning company - we're an award-winning, independent firm based in the UK, with a clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path, we're dedicated to creating more choices and more...

  • Financial Planning Specialist

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    {"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful difference in people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support...

  • Financial Planning Specialist

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    {"title": "Financial Planning Specialist", "content": "Unlock Your Potential with Equilibrium Financial PlanningAt Equilibrium Financial Planning, we're on a mission to make a meaningful difference in people's lives. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support...

  • Financial Planning Specialist

    1 month ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Financial Planning SpecialistAt Equilibrium Financial Planning, we're on a mission to make people's lives better. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support our financial planners in delivering complex planning strategies and solutionsManage a bank of clients...

  • Financial Planning Specialist

    1 month ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Financial Planning SpecialistAt Equilibrium Financial Planning, we're on a mission to make people's lives better. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.Key Responsibilities:Support our financial planners in delivering complex planning strategies and solutionsManage a bank of clients...

  • Senior Financial Planning Executive

    4 weeks ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    About the RoleWe're seeking a highly skilled and motivated Senior Financial Planning Executive to join our team at Equilibrium Financial Planning. As a key member of our team, you will play a vital role in supporting our financial planners and delivering exceptional client service.Key ResponsibilitiesAttend client meetings and create meeting minutes to...

  • Senior Financial Planning Executive

    4 weeks ago

    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    About the RoleWe're seeking a highly skilled and motivated Senior Financial Planning Executive to join our team at Equilibrium Financial Planning. As a key member of our team, you will play a vital role in supporting our financial planners and delivering exceptional client service.Key ResponsibilitiesAttend client meetings and create meeting minutes to...

  • Financial Assistant

    2 weeks ago

    Wilmslow, Cheshire East, United Kingdom Focus Group Full time

    Job Title: Financial AssistantLocation: CheshireWe are seeking a highly organized and detail-oriented Financial Assistant to join our team at Focus Group. As a key member of our finance team, you will be responsible for providing administrative support to the Management Accountant and ensuring the smooth operation of our financial processes.Key...

  • Financial Services Administrator

    2 days ago

    Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time

    About UsAt NJR Recruitment, we are working with a well-established and respected firm of Independent Financial Advisers based in the UK. Their team of professionally qualified experts provides comprehensive Corporate & Personal Financial Planning, including Employee Benefits, Investments, Retirement Planning and Tax advice. They are seeking an experienced...

  • Financial Planning Assistant

    2 weeks ago

    Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Key ResponsibilitiesThe role of the Paraplanner is to provide administrative support to Financial Planners and other staff in delivering high-quality financial services to clients. This includes:Assisting with the preparation of client reports and presentationsCoordinating with clients to gather information and clarify their financial objectivesSupporting...

  • Financial Planning Assistant

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity for a career-minded individual to support a successful business in its next stage of development.The ideal candidate will have a strong element of home working and will be based anywhere that is accessible...

  • Financial Planning Assistant

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full time

    Paraplanner Opportunity in CheshireWe are seeking a skilled Paraplanner to join our team at Aspire Recruitment Solutions. This is a fantastic opportunity for a career-minded individual to support a successful business in its next stage of development.The ideal candidate will have a strong element of home working and will be based anywhere that is accessible...

  • Financial Assistant

    2 weeks ago

    Wilmslow, Cheshire East, United Kingdom Focus Group Full time

    Job Title: Financial AssistantSalary: £23k - £26k (Pro Rata)Location: CheshireZest4, a leading provider of Unified Communications solutions, is seeking a skilled Financial Assistant to join their finance team. As part of the Focus Group, Zest4 offers flexible, bespoke communications solutions and access to great commercial deals.The successful candidate...

  • Financial Services Management Accountant

    7 days ago

    Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full time

    Job Title: Management Accountant Financial ServicesJob Description:We are seeking a highly skilled Management Accountant to join our team at Resourcery Group. As a Management Accountant, you will be responsible for producing group management account packs and providing a commercial input to drive change and develop current reporting processes.Main...

  • Financial Services Administrator

    1 week ago

    Wilmslow, Cheshire East, United Kingdom NJR Recruitment Ltd Full time

    Job Title: Financial Services AdministratorWe are seeking an experienced Administrator to support a highly technical Partner in our business. This is a busy and demanding role, requiring a first-class administration service to a group of Consultants.Key Responsibilities:* Provide administrative support to a Partner in the business* Process new business in a...

  • Financial Assistant

    1 week ago

    Wilmslow, Cheshire East, United Kingdom Focus Group Full time

    Job Title: Financial AssistantLocation: CheshireFounded in 2013, Zest4 has grown to become a leading provider of Unified Communications solutions. As part of the Focus Group UK, we offer flexible, bespoke communications solutions and access to great commercial deals.The company operates through traditional mobile dealers and reseller channel partners,...

  • Financial Planning Assistant

    2 weeks ago

    Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Bond Recruitment is seeking a skilled Paraplanner to support our client, a leading IFA practice in Cheshire. The successful candidate will work closely with Financial Planners to inform and advise clients on their financial strategies, plans, products, and investments.Key responsibilities include:Complying with the Financial Services and Markets Act 2000 and...

  • Financial Planning Assistant

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: ParaplannerBond Recruitment is delighted to be recruiting for an experienced Paraplanner to join our client, a leading IFA practice in Wilmslow, Cheshire.Job SummaryThe role of the Paraplanner is to provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and...

  • Financial Planning Assistant

    3 weeks ago

    Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: ParaplannerBond Recruitment is delighted to be recruiting for an experienced Paraplanner to join our client, a leading IFA practice in Wilmslow, Cheshire.Job SummaryThe role of the Paraplanner is to provide support to Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and...

  • Financial Planning Assistant

    2 weeks ago

    Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Bond Recruitment is delighted to be working with a leading IFA practice in the North West, seeking an experienced Paraplanning Specialist to support their Financial Planners and other staff.The role of the Paraplanning Specialist is to provide administrative support to the Financial Planners, ensuring that clients receive high-quality financial advice and...

Financial Services Assistant

2 months ago

Wilmslow, Cheshire East, United Kingdom recruitment22 Full time

**Job Summary**

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at recruitment22. As a key member of our advice process, you will support our Advisers and clients by assisting with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.

**Key Responsibilities**

  • Assist Advisers with client on-boarding and file maintenance
  • Communicate with clients on a daily basis over the phone
  • Prepare reports and financial plans
  • Schedule appointments and meetings
  • Perform administrative tasks and maintain accurate records
  • Stay up-to-date on industry regulations and company policies

**Requirements**

  • Minimum of 1 year's experience supporting Independent Financial Advisers in a similar role
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
  • Flexibility to work Monday to Friday, with the option to work 30 hours per week

**Benefits**

  • Death in service 4 x salary
  • 25 days holiday plus bank holidays
  • Christmas closure not affecting holiday entitlement
  • Private Medical Insurance
  • Income protection of 70% of salary
  • Critical Illness lump sum
  • 5% employer pension contribution when employee pays at least 3%.
  • Ongoing training and professional development opportunities
  • Support with professional development
  • Access to industry-leading tools and resources
  • Supportive and collaborative team environment
  • Opportunities for career advancement within the company