Support Staff for Financial Advisor

Job Description:\The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.\This is a...

We are seeking an experienced Financial Planning Support Specialist to join our team at Capio Recruitment. This role is ideal for someone with a passion for finance and administration, who is looking to take their career to the next level.In this exciting position, you will work closely with senior financial advisors and directors to provide administrative...

Prestige Recruitment Group is a leading recruitment agency that offers exciting opportunities for professionals in the financial services sector.Our client, a renowned firm in Knutsford, Cheshire, is seeking an experienced Administration Pensions professional to join their team.Salary: £30,000 - £38,000 per annum, offering a competitive salary and benefits...

Prestige Recruitment Group is a leading recruitment agency that specialises in placing highly skilled professionals in the financial services sector.We are currently partnering with a prestigious firm in Knutsford, Cheshire, to recruit an experienced Administration Pensions professional to join their team.About the Role:The successful candidate will be...

Company Overview\Mcgregor Recruitment is a well-established Financial Services business.\\Job Description\We are seeking an experienced Apprentice Financial Advisor to assist our Financial Advisors and Paraplanners. The ideal candidate will have previous experience in Financial Services, a good understanding of Whole of Market wrappers and products, strong...

Job Title: Experienced Financial Planning Administrator£26,000 to £30,000 plus company bonus & company benefits packageWe are working with a boutique Financial Planning firm that has exciting growth plans and is looking for a new member of the client services team due to an internal promotion.The successful candidate will be supporting one of the senior...

Financial Planning AdministratorWe are seeking a detail-oriented and organized Financial Planning Administrator to join our team. As a key member of the financial services team, you will provide administrative support to Financial Advisors and Paraplanners.Key Responsibilities:Liaise with providers to obtain relevant informationProvide administrative support...

Job Summary:\We are seeking an experienced Financial Planning Administrator to join our team. As a key member of the team, you will provide administrative support to ensure clients and colleagues receive a professional service.\The ideal candidate will have a proven track record in a financial services administration role, excellent written English skills,...

Financial Planning Administrator Role\As a key member of the team at Mcgregor Recruitment, you will be responsible for providing high-quality support to our Financial Advisors and Paraplanners. This will involve liaising with providers, supporting with administrative tasks, presenting information professionally, preparing client valuations, managing client...

About the Role:We are seeking an experienced Financial Planning Support Specialist to join our team. In this role, you will have the opportunity to work closely with experienced professionals, developing your skills and knowledge in paraplanning and financial planning. You will be responsible for maintaining accurate records, creating illustrations, and...

About the RoleWe are recruiting a Financial Administrator to work with our dynamic team in Cheshire. The successful candidate will be responsible for administering tasks, managing client meetings, and maintaining database entries. To succeed in this position, you should have prior experience in Financial Services, possess strong communication skills, and be...

Suits Me Limited is looking for a skilled Sales and Retention Advisor to join our office-based team in Knutsford. This role involves conducting targeted outreach to our existing customer base, aiming to retain and convert them into active account holders.The successful candidate will receive a comprehensive salary package, including £22,000 per year basic,...

Speedy Freight is a successful national organisation providing logistics solutions. We are part of one of the UK's leading supply chain, transport and logistics businesses offering end-to-end supply chain solutions.We specialise in delivering time sensitive shipments from commercial businesses throughout the UK and Europe. Our mission is 'To be the first...

Job Overview:Get Recruited Ltd is seeking a highly organised and motivated Financial Administrator to join our team. The successful candidate will work closely with the Senior Assistant Accountant and report directly into the Finance Director.The role involves a range of financial tasks, including processing invoices, dealing with supplier payments, and...

Job Overview:A leading company in South Manchester is seeking a highly skilled Financial Transaction Specialist to join their Finance Team. This is an excellent opportunity to develop your career in finance and work with a dynamic team.Key Responsibilities:Manage financial transactions, including supplier invoices and credit card statementsProcess payments...

We are proud to partner with Prestige Recruitment Group to offer an exciting opportunity for a skilled Administration Pensions professional to join our team in Knutsford, Cheshire.About the Role:The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining...

About the Role: NJR Recruitment Careers is seeking a highly skilled and organised individual to fill a Senior Administrator position. This exciting opportunity offers the chance to work with a respected and growing firm of Financial Advisers, who form part of one of the largest firms of Wealth Managers in the UK.">The ideal candidate will have a strong...

Our Experienced Mortgage Advisor role offers an exciting opportunity for a skilled professional to join our team at Bridgford's Estate Agency in Knutsford. As a key member of our partnership, you will be responsible for helping clients navigate the complex world of mortgages and protection.Required Skills and Qualifications:CeMAP qualificationAbility to...

Catering Role OverviewWe are seeking a dedicated and caring individual to support our catering team at Care UK, a leading provider of high-quality care services.Key Responsibilities:Maintain the cleanliness of kitchen areas, adhering to strict health and safety guidelines.Prepare produce for mealtime, including tasks such as vegetable preparation and making...

Job DescriptionWe are seeking an experienced Business Support Specialist to join our team at Bond Rec. As a Business Support Specialist, you will be responsible for processing new business, managing clients, and maintaining high levels of risk management and operational effectiveness.ResponsibilitiesAdministration support to the IFA Client Services Team and...