Administrative Support for Financial Professionals

About the RoleWe are seeking an experienced Adviser Support Administrator to join our team at Bond Rec. About YouWe are looking for an individual with administration experience in a financial planning company for at least two years. You should have experience in processing authority letters, and gathering data about a client's investments, pensions and life...

In this key administrative role, you will provide critical support to our contracting business as an Office Operations Coordinator. Based in our Wilmslow office, you will be responsible for ensuring the efficient day-to-day operation of our office environment.Your Key Responsibilities• Welcome staff, clients, and delegates to the office and facilitate a...

About NJR Recruitment, an established and respected firm of recruitment specialists in the UK. We are currently seeking a highly skilled Administrator to support a senior Partner within our prestigious Financial Planning team based in South Cheshire.We offer a competitive salary of £25,000 per annum, reflecting the high demand for experienced professionals...

Wealth Management Support ProfessionalAn exciting opportunity exists to join our Client, an established firm of Chartered Wealth Planners, as they continue to experience growth. Working from modern offices, a skilled Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants. About the RoleSupport a team of...

About the Position:Mcgregor Recruitment is recruiting for a Financial Administrator to manage bookkeeping, VAT, and payroll for high-net-worth clients.Key Tasks:Manage bookkeeping, VAT, and payroll for clients using IRIS and SAGE accounting softwarePrepare year-end accounts and financial statementsLiaise with clients to understand their financial...

In the Finance Team, we are currently looking for an experienced Accounts Assistant to support our operations in Wilmslow. As a key member of the team, you will be responsible for processing invoices, performing bank reconciliations, and assisting with month-end close procedures. If you have a passion for finance and are skilled in using MS Excel, this could...

Company OverviewMedlock Partners Ltd is a leading Firm of Independent Financial Planners, renowned for providing bespoke financial advice to their clients. Their progressive and buoyant nature has led to ongoing growth and recent promotions, resulting in an excellent opportunity for an aspiring Paraplanner to join their organisation.Salary and BenefitsThe...

Join Prestige Recruitment Group, a dynamic wealth management business in Wilmslow, as a Financial Planning Professional.We are seeking an experienced individual to support our adviser team with high-quality service, preparing suitability letters and reports, analysing financial products for clients, matching clients' goals and objectives with suitable...

Job DescriptionAbout Our ClientOur client is a well-established and reputable firm of Independent Financial Advisers based in South Cheshire. Led by a team of professionally qualified experts, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, and Retirement Planning.Due to internal promotion, an...

Job OverviewThe NJR Recruitment team is excited to announce an exceptional opportunity for a skilled Senior Administrator to join our esteemed client, a leading Chartered Wealth Planner firm. Based in the Cheshire area, this role offers a chance to work in a fast-paced environment with a talented team of Technical Paraplanners and Financial Consultants.

Job SummaryWe are seeking an experienced Pension Administration Specialist to join our team at Medlock Partners Ltd in Stockport. As a key member of our financial planning department, you will play a vital role in supporting consultants in research and analysis to meet client needs and objectives.About the CompanyOur Firm is a highly progressive and buoyant...

Exciting Opportunity for a Financial Transaction CoordinatorCitation Ltd, a leading provider of Health and Safety, HR, Employment Law and ISO Services, is seeking an experienced Financial Transaction Coordinator to join our busy Credit Control team at our Head Office.The role involves providing administrative support to the Credit Control team, including...

Job OverviewA sales administrator role has become available at a well-established automotive organisation in Wilmslow, Cheshire.This opportunity presents the chance to work in a professional environment with a hybrid working model.The ideal candidate will have previous experience in automotive sales administration.

We are looking for an experienced Practice Support Professional to join our team at Jordan Sheppard Ltd. The successful candidate will support the Head of Practice on delivering projects for key global clients and will be responsible for establishing and providing information on industries, companies, and individuals to deliver projects successfully and make...

Administrative Support Specialist - Wilmslow Office Job Summary:As an Administrative Support Specialist, you will play a key role in the day-to-day running of our Wilmslow office. We are seeking an organised and detail-oriented individual to join our team.Estimated Salary Range: £25,000 - £30,000 per annumCompany Overview: Pareto is a leading provider of...

An exciting opportunity exists for an experienced Administrator to join our Client, a renowned and award-winning firm of Chartered Wealth Planners, as they embark on significant growth plans.Based in modern and state-of-the-art offices located just outside of Wilmslow, this role offers the chance to provide vital support to a team of Technical Paraplanners...

Job OverviewWe are seeking an experienced Administrative Officer/Receptionist to support the day-to-day running of our contracting business, which supports graduates into work via secondment from Pareto, as well as managing the front of house at our office in Wilmslow.The RoleThis is a highly organised and proactive role that requires excellent organisation...

Company OverviewBond Recruitment is proud to be working with a leading Financial Planning firm in the UK, providing expert services to clients across the region.SalaryThe estimated annual salary for this role is £35,000 - £45,000 depending on experience, offering a competitive package that reflects the complexity and responsibility of the position.Job...

Become a Professional Care Assistant with UsWe're seeking individuals who share our passion for delivering outstanding care and making a genuine difference in people's lives. As a Care Assistant, you'll have the opportunity to build meaningful relationships with our clients and support them in living independently.Your Salary: £13.20 per hour, competitive...

Are you looking for a challenging and rewarding role as a Senior Paraplanning Professional with a rapidly growing team? We are currently seeking an experienced individual to support a successful business in its next stage of development.Based in the Cheshire area, this role offers a strong element of home working and a competitive salary up to £45,000...