Experienced Financial Planning Coordinator

This leading IFA firm, MI Search Ltd, is seeking an experienced financial planning administrator to join their dynamic team in Newcastle-under-Lyme.The ideal candidate will support financial advisers and paraplanners in their daily operations, handling tasks such as obtaining provider information, processing new business, and preparing valuation reports.This...

**Financial Planning Administrator Role**We are working with a national financial planning business that requires a skilled Financial Planning Administrator to join their Staffordshire office. In this role, you will work closely with Financial Advisers to provide a high-quality and efficient service to clients. The role is varied, and you will work on...

Are you looking to develop your financial administration skills by joining a leading wealth management company with a successful administration team?Office: Perspective Financial Group LtdHours: Monday – Friday, 9am-5pm with an early finish on Friday (33 hours)Manage financial planning client administration in accordance with the firm's procedures.Maintain...

Role OverviewRecruit Wealth Ltd is seeking an experienced Financial Planning Administrator to join their Newcastle Under Lyme offices. As a key member of the team, you will be responsible for providing administrative support to the financial planning and wealth management business.Key ResponsibilitiesPrepare correspondence, including letters and emails, to...

As a key member of the Morgan Financial Search team, we are seeking an experienced Interim Accounting Director to join our client on an initial 6-month basis. The successful candidate will be responsible for supporting the migration of the Accounting platform onto a new ERP system. Key responsibilities include training and developing more junior Accounts and...

Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our finance team in Newcastle under Lyme, United Kingdom.Key Responsibilities:Develop and implement financial planning and analysis strategies to drive business growth.Prepare and present financial reports, forecasts, and budgets to senior...

About the Company:Our client, TEMPLEGATE RECRUITMENT LIMITED, is a growing firm that provides professional, detailed, and holistic financial advice to a diverse range of clients. They specialise in wealth management for individuals and corporate services for company directors and their employees. Their areas of expertise cover all aspects of financial...

About the Role:The Financial Controller will play a key role in the senior leadership team at Work Lyf Group Ltd, reporting directly to the directors. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation...

Role OverviewWe are seeking a skilled Paraplanner to support our Financial Adviser in providing comprehensive financial planning services to a wide client portfolio. As a Paraplanner, you will play a vital role in supporting our Financial Adviser in delivering high-quality financial solutions to our clients.Key ResponsibilitiesInterpreting data, obtaining...

At WorkLyf Group Ltd, we are seeking a highly skilled Financial Controller to join our team in Newcastle-Under-Lyme, working with our client in the Automotive industry.About the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial...

Job DescriptionAt WorkLyf Group Limited, we are seeking a highly skilled Financial Controller to join our team based in Newcastle-Under-Lyme.About the RoleThe successful candidate will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company,...

Financial Administrator, Newcastle under Lyme, Permanent, £26,000paOur client, a prestigious global online retailer, is seeking an experienced people-focused Financial Administrator to join their growing team. This role has been created due to internal changes, and the successful candidate will act as the middleman between sales staff and the outsourced...

We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Uniting People. In this role, you will provide administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS.Your key responsibilities will include:Liaising with providers to obtain quotes, cost...

Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Newcastle under Lyme, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop...

About the RoleThe Financial Controller will report directly to the directors and play a key role in the senior leadership team. This position is responsible for the day-to-day financial operations of the company, ensuring the accuracy and timeliness of financial reports, compliance with regulatory requirements, and the implementation of effective financial...

We are seeking a highly experienced Financial Manager to join our finance team at beBee Professionals in the UK. Key responsibilities include:Developing and implementing financial plans, forecasts, and budgets.Managing the company's cash flow and ensuring financial stability.Overseeing financial processes, including audits and compliance with tax laws and...

beBee Professionals in Newcastle under Lyme is seeking an Operations Coordinator to manage and coordinate project activities. The successful candidate will be responsible for ensuring timely and successful delivery of projects.Key Responsibilities:Coordinate project activities, ensuring projects are completed on time and within budget.Manage project scope,...

Job SummaryWe are seeking a highly skilled Chief Financial Officer to lead our theatre finance team and oversee the department's financial management and reporting.About the RoleThe successful candidate will be responsible for managing the charity's finances, including budgeting, forecasting, and financial planning.Key ResponsibilitiesOversee the financial...

We are seeking a skilled Dental Receptionist to be part of our experienced team at Bupa Dental Care Newcastle Under Lyme.About the RoleMeeting and greeting patients, ensuring a positive first impression and a smooth patient journeyBooking and amending appointments, answering phone calls, and updating patient recordsCoordinating care packages for patients, as...

Are you a detail-oriented and organized individual with a passion for financial administration?We are seeking a skilled Financial Services Administrator to join our team at fish4.co - Jobboard. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services...