Financial Planning Assistant

Job OverviewBond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.Key ResponsibilitiesAdministration support to the IFA...

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...

Capio Recruitment is working with a boutique financial planning firm in Cheshire East, seeking an experienced professional to support their client services team.The ideal candidate will have previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.This company offers flexibility and opportunities for...

**Company Overview**McGregor Recruitment is a well-established recruitment agency with a strong reputation in the financial services industry.

RG Consultancy is seeking a highly skilled Assistant Financial Controller to join their team on a full-time, permanent basis. This exciting opportunity will see you responsible for assisting with financial planning and control, as well as maintaining accurate and up-to-date financial records.Your key responsibilities will include:Assist with financial...

**Company Overview**McGregor Recruitment, a leading recruitment agency in the financial services industry, is seeking a skilled Financial Planning Administrator to join our team. As a key member of our team, you will be responsible for providing administrative support to our financial planners and helping clients achieve their financial goals.Estimated...

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...

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

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...

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...

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...

Career Opportunity: Administrative Assistant for Financial ServicesWe are currently working alongside a boutique financial planning firm that has exciting growth plans and is seeking a new member of the client services team due to an internal promotion from this role into paraplanning.In this role, you will be responsible for supporting one of the senior...

A fantastic opportunity awaits with Austin Fraser, a leading global healthcare marketing business.As an Accounting Professional, you will be working in central finance with a great team and enjoying flexible and hybrid working (2 days in the office) arrangements.You will report to the Group Accountant and collaborate closely with management accountants,...

We are seeking an experienced Paraplanner to join our team at Ferguson Dean in Cheshire.About the JobThe ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, and strong writing and research skills.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning...

A prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...

We require an accomplished Senior Assistant Accountant to join our team and oversee the financial operations of one of our subsidiaries.The Main Tasks:To supervise financial management, ensuring precision and efficiency in managing the Sales Ledger, Purchase Ledger, Credit Notes, Bank Reconciliation and Account Reconciliation.To manage Purchase Order...

Eventus Recruitment GroupWe are seeking a Financial Planning Administrator to join our fast-paced team in Cheshire. This role involves providing administrative support, utilizing back-office systems, and coordinating client meetings.The ideal candidate will have previous experience in Financial Services, excellent English skills, and a positive attitude. Key...

Job OverviewWe are recruiting a skilled Senior Assistant Accountant to work with our Finance Director at Get Recruited Ltd. This role requires expertise in handling financial operations, sales ledger, purchase ledger, invoice approvals, bank reconciliation, CIS payments, and contractor interactions.Key Tasks:Manage the financial operations for one of our...

Fabulous opportunity with a leading global healthcare marketing business to work in a dynamic team at the heart of finance. The role offers both flexible and hybrid working arrangements (2 days in the office) and reports to the Group Accountant.You will have experience of working in a global environment with different currencies and ideally Sage 200.Key...

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...