Chartered Financial Operations Assistant
13 hours ago
A leading UK-based Chartered Financial Planning firm seeks a highly organized Administrative Support Specialist to join their forward-thinking team. With a long history of delivering exceptional services, they prioritize creating a positive work environment and offering rewarding benefits.
The ideal candidate will work closely with a talented group of professionals to provide tailored financial planning solutions to clients, including key responsibilities such as:
- Efficiently handling incoming calls and inquiries.
- Supporting with reporting and administrative duties.
- Collaborating with Financial Planners to organize and prepare client meetings.
- Maintaining precise records and data entry.
- A background in the Financial Advisory sector, showcasing a deep understanding of organizational operations.
- Familiarity with financial processes is vital for this role.
- This compelling opportunity offers a competitive remuneration package including:
- Incremental annual leave entitlements
- Pension scheme access with complimentary financial advice
- Company sick pay
- Support for parental leave
- Balanced work-life flexibility
- Participation in company events
This role presents a unique opportunity to contribute to delivering premium financial services within a dynamic team environment. If you have the necessary skills and experience, we welcome your application.
Estimated salary: £35,000 per annum based on experience.
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Financial Planning Assistant
11 hours ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeYour new role offers a career opportunity with a respected, Chartered Financial Planning firm based in the UK. This established company has been providing exceptional services for over two decades.You will be working closely with a skilled team of financial experts to deliver comprehensive planning solutions for clients. Your responsibilities will...
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Financial Operations Assistant
11 hours ago
Preston, Lancashire, United Kingdom Austin Fraser Full timeAustin Fraser is seeking a Financial Operations Assistant to support the financial operations of our growing construction company. With many years in the industry, we pride ourselves on integrity, craftsmanship, and innovation.Job SummaryThis role involves processing financial transactions, maintaining accurate records, and assisting with financial reporting...
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Financial Operations Assistant
11 hours ago
Preston, Lancashire, United Kingdom Skiddle Full timeFinancial Operations Assistant OpportunityWe are seeking a skilled and detail-oriented Financial Operations Assistant to join our Finance team at Skiddle. The successful candidate will work closely with the finance team to provide support to internal and external customers.Key ResponsibilitiesProcess invoices and assist with payment runsSupport the finance...
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Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeHays Accounts and Finance are partnering with a leading Chartered Financial Planning firm to find a highly skilled Paraplanner. This role involves supporting Financial Planners in preparing for client meetings and verifying the accuracy of client records. If you have previous experience as a Paraplanner or Administrator within a Financial Advisory...
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Financial Operations Assistant
2 weeks ago
Preston, Lancashire, United Kingdom Riverside Recruitment Full timeWe are seeking an experienced Part Time Financial Operations Assistant to join Riverside Recruitment in Barrow-In-Furness. This role will involve supporting the client with various Finance duties.Key Responsibilities:Purchase and Sales Ledger managementBank reconciliationAssisting in financial reporting and analysisThis is a temporary role for 6 months,...
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Chartered Accountancy Specialist
1 month ago
Preston, Lancashire, United Kingdom Clark Wood Full timeClark Wood, public practice recruitment specialists, are seeking a Chartered Accountancy Specialist to join a prestigious national firm in the UK.Key Responsibilities:• Provide expert advice to owner-managed businesses on accounts and business advisory matters.• Lead audit assignments from planning to completion, including staff supervision and client...
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Chartered Accountant Professional
3 weeks ago
Preston, Lancashire, United Kingdom MHA Full timeJob DescriptionThe Chartered Accountant Professional role at MHA involves preparing statutory accounts for companies, partnerships, and sole traders, as well as completing audits for larger clients. You will also be required to assist senior staff in completing audits for smaller clients. The successful candidate will have excellent double entry bookkeeping...
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Financial Planning Support Specialist
7 hours ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeYour new career opportunity awaits with a respected, Chartered Financial Planning firm based in the UK. This well-established company has been providing exceptional services for over 20 years, priding itself on creating a welcoming work environment and offering excellent benefits.You will be working closely with a skilled team of Paraplanners, Accountants,...
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Financial Services Lead
2 weeks ago
Preston, Lancashire, United Kingdom RSM UK Full timeAbout the Role: As a Commercial and Finance Policy Leads at RSM UK, you will play a critical role in driving financial performance and growth across the organization. This is an exceptional opportunity for a seasoned finance professional to lead the Commercial Finance team and deliver strategic financial solutions.Key Responsibilities:Develop and maintain...
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Senior Financial Strategist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Chartered Financial Planner to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing expert financial planning services to private clients in Cumbria.
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Financial Operations Coordinator
1 week ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAs a Financial Operations Coordinator at Agility Resourcing, you will play a critical role in supporting the Finance team with day-to-day activities. Your main responsibilities will include performing Bank Reconciliations, managing Purchase Ledger Duties, and assisting with Month End processes. To excel in this role, you should have a solid understanding of...
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Financial Operations Manager
2 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeJob OverviewA highly skilled Financial Operations Manager is required by Agility Resourcing to manage key financial processes, ensuring accuracy and efficiency in all aspects of the company's accounts. The role will involve credit control, purchase and sales ledger management, bank reconciliations, payroll management, CIS payments, and financial...
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Financial Services Assistant
3 weeks ago
Preston, Lancashire, United Kingdom Page Personnel Sales Full timeJob Title: Financial Services AssistantWe are seeking an experienced Financial Services Assistant to join our team at Page Personnel Sales in Cumbria. The successful candidate will have experience in a similar role, preferably within the retail industry.Key responsibilities include preparing financial statements and reports, maintaining accounting records...
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Medical Operations Assistant
6 hours ago
Preston, Lancashire, United Kingdom Ramsay Health Care UK Operations Ltd Full timeLocated in Preston, we have an exciting opportunity for a Theatre Housekeeper to join our team at Fulwood Hall Hospital. As part of Ramsay Health Care UK Operations Ltd, we offer a supportive and inclusive work environment with opportunities for career growth.We are committed to providing the highest quality patient care, and this role plays a critical part...
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Financial Assistant
1 week ago
Preston, Lancashire, United Kingdom RSM UK Full timeJob DescriptionWe are looking for a Financial Assistant to join our team in Preston. As a Financial Assistant, you will play a key role in supporting the Commercial Finance operation across multiple business faculties within the UK. Key responsibilities include financial administration, data manipulation, report production, and financial...
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Financial Operations Manager
3 days ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resourcing is seeking a highly skilled Financial Operations Manager to join their team. The successful candidate will have responsibility for overseeing day-to-day operations within Xero Accounting, including handling purchase invoices and expense disbursements.About the Role:The Financial Operations Manager will collaborate with the Financial...
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Financial Operations Specialist
2 weeks ago
Preston, Lancashire, United Kingdom Charalle Group Careers Full timeCharalle Group CareersJob Title: Financial Operations SpecialistOverview:The Charalle Group is seeking a highly skilled Financial Operations Specialist to join their team. This role will be responsible for assisting Partners and portfolio holders in the prompt collection of debts, processing accounting data efficiently, and ensuring a quality service for...
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Controller Financial Operations
3 weeks ago
Preston, Lancashire, United Kingdom Kenton Black Limited Full timeKenton Black Limited is seeking a qualified Controller Financial Operations to join our finance team. As a key member of our finance team, you will be responsible for overseeing all aspects of financial operations, including financial planning, budgeting, and analysis.Responsibilities:Develop and implement financial plans and budgets that align with company...
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Advisory Administrator
10 hours ago
Preston, Lancashire, United Kingdom Hays Accounts and Finance Full timeA reputable Chartered Financial Planning firm invites applications for a Receptionist Administrator to join their established team in the UK. With over 20 years of experience in providing top-notch services, they pride themselves on fostering a supportive work environment and offering attractive benefits.The successful candidate will collaborate with...
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Financial Operations Specialist
7 hours ago
Preston, Lancashire, United Kingdom Austin Fraser Full timeJob Overview:The Commercial Finance Assistant role at Austin Fraser involves providing financial administration, data manipulation, and management support to the Commercial Finance operation. As a key member of the team, you will be responsible for developing a thorough understanding of the business and its internal finance reporting systems.Key...