Financial Planning and Operations Specialist
22 hours ago
We are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. The ideal candidate will have a strong background in Wealth Management, with excellent product knowledge of HNW Pensions & Investments.
This is a newly created opportunity within the client services team, supporting Independent Financial Advisors (IFAs) and delivering exceptional service to clients.
The role involves providing administrative support, preparation of correspondence, and maintenance of administration systems. You will be responsible for ensuring daily workflow is completed and assisting with the management of IFA portfolios.
Ideal candidates will have at least 12 months' experience working in a similar role, with whole-of-market product knowledge and proficiency in Provider Platforms. Industry qualifications are highly advantageous, but not essential.
We offer full study support for those keen to progress in their careers.
Benefits:
- Hybrid working arrangement
- 25 days annual leave
- A day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Cycle to work scheme
Estimated Salary: £25,000 - £30,000 per annum, depending on experience.
-
Financial Planning Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom NJR Recruitment Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our client, a reputable Wealth Management organisation based in the Macclesfield area.Our client provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting opportunity has arisen to join their client...
-
Financial Planning Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom enable Recruitment Full timeJob Title: Financial Planning SpecialistAbout the Role:We are thrilled to have partnered with an award-winning independent financial advice firm who are actively looking to expand their advice team. Our client has built a brilliant reputation within the industry, and they pride themselves on providing truly bespoke advice and wealth planning expertise to...
-
Chief Financial Planning Specialist
2 weeks ago
Macclesfield, Cheshire East, United Kingdom East Cheshire NHS Trust Full timeJob SummaryWe are seeking an experienced Chief Financial Planning Specialist to join our team at East Cheshire NHS Trust. In this role, you will be responsible for leading the financial planning and reporting of our income position.About the RoleThis is an exciting opportunity to work in a fast-paced environment where you will be working closely with...
-
Financial Planning and Reporting Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom East Cheshire NHS Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Financial Planning and Reporting Specialist to join our team at East Cheshire NHS Trust. The successful candidate will play a key role in financial planning and reporting, as well as contracting and commissioning.Key ResponsibilitiesLead the financial planning and reporting process, ensuring accurate...
-
Financial Support Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full timeWe are seeking a Financial Support Specialist to join our team at Peaks & Plains Housing Trust. As a key member of our finance department, you will provide administrative support to our finance team, ensuring the smooth operation of our financial processes.Key responsibilities include:Providing financial information and data to support business...
-
Financial Planning and Reporting Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom East Cheshire NHS Trust Full timeJob SummaryThis position is open to staff working at East Cheshire NHS Trust in the ECT Family, including current employees, bank staff, ISS staff, and volunteers. The post-holder will take a lead role in financial planning and reporting of the Trust's financial income position, as well as having a key role in contracting and commissioning.The post-holder...
-
Financial Planning and Analysis Specialist
1 month ago
Macclesfield, Cheshire East, United Kingdom Fourth Full timeFourth is a global leader in restaurant and hospitality management technology solutions. We're seeking a skilled FP&A Analyst to drive financial planning and variance analysis workstreams across our research and development, hosting, and support cost bases.The successful candidate will report to the Manager of Financial Planning & Analysis and be responsible...
-
Financial Operations Specialist
24 hours ago
Macclesfield, Cheshire East, United Kingdom Aspion Search Full timeAbout the RoleA Finance Operations Specialist position has become available in our Macclesfield finance team.We are seeking an organised and detail-oriented individual to maintain smooth financial operations, manage Accounts Payable (AP) and Accounts Receivable (AR), ensure accurate revenue recognition, and system reconciliation.ResponsibilitiesProcess and...
-
Financial Planning and Reporting Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom East Cheshire NHS Trust Full timeJob SummaryThis position is open to staff working at East Cheshire NHS Trust in the ECT Family, including current employees, bank staff, ISS staff, and volunteers. The post-holder will take a lead role in financial planning and reporting of the Trust's financial income position, as well as having a key role in contracting and commissioning.Main DutiesProvide...
-
Financial Planning and Reporting Specialist
2 weeks ago
Macclesfield, Cheshire East, United Kingdom East Cheshire NHS Trust Full timeAbout This RoleThis role is a key position within the East Cheshire NHS Trust, focusing on financial planning and reporting for the trust's income position. As a financial expert, you will play a crucial role in the contracting and commissioning processes. Your responsibilities will also include providing financial advice and input for service line...
-
Financial Planning Manager
1 month ago
Macclesfield, Cheshire East, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Macclesfield, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...
-
Financial Reporting Specialist
1 month ago
Macclesfield, Cheshire East, United Kingdom Royal London Full timeWe are seeking a skilled Financial Reporting Specialist to join our team at Royal London. As a key member of our Financial & Regulatory Reporting team, you will play a crucial role in supporting the planning and delivery of key financial and regulatory reporting deliverables.As a Financial Reporting Specialist, you will work closely with teams across Finance...
-
Financial Support Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full timeAt Peaks & Plains Housing Trust, we are seeking a skilled Financial Support Specialist to join our team. As a key member of our finance department, you will be responsible for providing administrative support to our finance team, ensuring the smooth operation of our financial processes.Key Responsibilities:Provide administrative support to the finance team,...
-
Financial Transactions Specialist
22 hours ago
Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full timeJob OverviewWe are seeking a skilled Financial Transactions Specialist to join our team at Peaks & Plains Housing Trust. This is an exciting opportunity to work in a dynamic and ambitious housing provider, transforming the social and physical landscape for communities and individuals.About the RoleThe successful candidate will be responsible for handling...
-
Management Accountant
2 days ago
Macclesfield, Cheshire East, United Kingdom Aspion Full timeAbout AspionAspion has over 30 years of experience in providing innovative digital advertising and marketing services across the UK. With a strong industry reputation and growth plans extending to Scotland and Ireland, they offer dynamic advertising-funded content and distribution services that reach a wide audience.A fantastic opportunity has arisen for an...
-
Financial Payments and Banking Specialist
5 days ago
Macclesfield, Cheshire East, United Kingdom Royal London Group Full timeAt Royal London Group, we're seeking a talented Financial Payments and Banking Specialist to join our team in the Financial Operations Department. As part of our dynamic team, you'll work closely with colleagues to ensure seamless processing of customer payments, cheque printing, banking, and meet daily deadlines.This is an excellent opportunity for someone...
-
Interim Finance Business Partner
4 weeks ago
Macclesfield, Cheshire East, United Kingdom Hays Specialist Recruitment Limited Full timeYour new company, a PLC that has seen outstanding growth over recent years, is looking for a skilled Interim Finance Business Partner to provide financial leadership to the Finance Director and their team. This role requires driving sustainable and profitable performance of the business sectors, while bringing each project in line with high operating...
-
Financial and Contractual Specialist
4 weeks ago
Macclesfield, Cheshire East, United Kingdom beBee Professionals Full time £35,000 - £45,000We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...
-
Financial Accountant
4 weeks ago
Macclesfield, Cheshire East, United Kingdom Peaks & Plains Housing Trust Full timeJob Title: Financial Accountant - Service Charge SpecialistAbout the Role:We are seeking a highly skilled Financial Accountant to join our team as a Service Charge Specialist. As a key member of our Finance team, you will be responsible for the service charges and sinking funds across the organisation, ensuring compliance with statutory requirements,...
-
Financial and Contractual Specialist
1 month ago
Macclesfield, Cheshire East, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is seeking a skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and budget control, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...