Advisory Financial Specialist
1 day ago
- Manage your own clients, providing them with unbiased and unrestricted specialist advice, reviewing all their needs and objectives and developing financial plans to help achieve their financial objectives.
- Work with various teams and senior management across the group to develop referrals and receive support.
- Build relationships with external entities such as clients, accountants, lenders, and solicitors on a regular basis to generate and retain clients.
This is an excellent opportunity for someone looking for a challenge with 1+ years prior experience working as a regulated Adviser, who has technical knowledge and commercial acumen.
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Financial Business Specialist
3 weeks ago
Sale, Trafford, United Kingdom Emmaus Catholic Academy TrustSale Full timeJob Title: Financial Business SpecialistSalary: £40,000 - £50,000 per annum.Job Description:The Emmaus Catholic Academy Trust invites applications from experienced finance professionals to fill the position of Financial Business Specialist. In this critical role, you will be responsible for providing high-quality financial support to our network of...
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Financial Services Specialist
2 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full time**About the Role:**We are seeking a highly skilled and experienced financial services specialist to join our team as a professional financial advisor. This is an excellent opportunity for someone looking for a challenging role in a well-established financial advice company based in Sale, near Manchester.The ideal candidate will have at least 1 year's...
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Financial Estimator Specialist
2 weeks ago
Sale, Trafford, United Kingdom beBee Professionals Full time £35,000 - £55,000About the RolebeBee Professionals is looking for a skilled Financial Estimator Specialist to manage the financial aspects of our construction projects in Sale. As a key member of our team, you will play a crucial role in controlling costs and meeting budget targets.Key ResponsibilitiesCreate detailed financial reports and forecasts for construction...
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Financial and Contractual Specialist
3 months ago
Sale, Trafford, United Kingdom beBee Professionals Full time £35,000 - £55,000beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in quantity surveying and construction management, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...
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Senior Financial Operations Specialist
1 day ago
Sale, Trafford, United Kingdom Emmaus Catholic Academy TrustSale Full timeJob Title:Senior Financial Operations Specialist About the Role:We are seeking a highly organized and personable finance professional to support our CFO and Head of Finance in ensuring that our finance systems are robust and there is a consistent approach to financial reporting, planning, and compliance.Key Responsibilities:Support a portfolio of schools...
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Financial Operations Specialist
1 day ago
Sale, Trafford, United Kingdom Get Recruited Ltd Full timeOverview:We are Get Recruited Ltd, a forward-thinking company looking for a skilled Financial Operations Specialist to join our team.This is an exciting opportunity to grow your finance career and be part of a growing international business.The successful candidate will report to the Head of Finance and be responsible for processing invoices, making supplier...
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Financial Planning Expert
3 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeThe role involves working as a regulated financial adviser, providing unbiased and unrestricted specialist advice, reviewing all clients' needs and objectives, and developing financial plans to help achieve their financial objectives.Job Requirements:Level 4 Diploma in financial planning or equivalent qualificationMinimum 1 year of experience working as a...
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Financial Planning Specialist
3 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeA respected financial services group is seeking a skilled Financial Adviser to join their Sale office. This rewarding opportunity offers a salary of £45,000 - £60,000.The ideal candidate will possess a Level 4 Diploma in financial planning and significant experience in client-facing roles. As a valuable member of the team, you will be responsible for...
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Financial Services Consultant
2 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserLocation: Sale, Manchester AreaEstimated Salary: £45,000 - £60,000 per annumAbout the Company:Recruit UK | Certified B Corp is an excellent opportunity for a Financial Adviser to join our well-established team in the North West. Our company specialises in pensions and retirement planning, part of a larger financial services...
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Financial Planning Specialist
2 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeCompany OverviewWe are a leading financial services group committed to delivering exceptional client experiences and fostering long-term relationships.
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Financial Operations Specialist
2 weeks ago
Sale, Trafford, United Kingdom Boccard Full timeJob SummaryBoccard seeks a highly organized and detail-oriented Procurement and Finance Assistant to support the procurement and finance departments. The successful candidate will manage administrative tasks, maintain accurate records, and ensure efficient operations in a fast-paced environment.Key Responsibilities:Procurement SupportThe Procurement and...
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Financial Operations Support Specialist
3 weeks ago
Sale, Trafford, United Kingdom Boccard Full timeAbout the Role:We are seeking a skilled procurement and finance assistant to join our team at Boccard.The role involves supporting the procurement and finance departments by managing administrative tasks, maintaining accurate records, and ensuring efficient operations in a fast-paced environment.Key Responsibilities:Procurement and Finance Support:Support...
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Financial Services SIPP Specialist
4 weeks ago
Sale, Trafford, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth Ltd is seeking a skilled SIPP Administrator to support client and financial adviser needs. The successful candidate will process SIPP transfer requests, new business applications, and investment applications.Key tasks include:Process SIPP transfers out and in, investment applications, and PCLS payments.Administer a SIPP's whole life cycle,...
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Business Growth Specialist
2 weeks ago
Sale, Trafford, United Kingdom beBee Professionals Full time £35,000 - £55,000We are seeking a Business Growth Specialist to join our team in Sale. In this role, you will be responsible for developing and executing business strategies to drive growth and expansion.Key Areas of Focus:Develop and execute business strategies to identify new market opportunities and drive business growth.Foster strong relationships with key clients and...
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Finance and Accounting Support Specialist
7 days ago
Sale, Trafford, United Kingdom Get Recruited Ltd Full timeKey ResponsibilitiesWe are seeking a skilled Finance and Accounting Support Specialist to join our team at Get Recruited Ltd. As a key member of the finance team, you will be responsible for providing support with financial processes, including the processing of invoices, making supplier payments, and monitoring the cashbook.You will work closely with the...
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Investment Portfolio Executive
2 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeKey ResponsibilitiesAs a Financial Adviser, your key responsibilities will include:Managing client relationships and providing specialist adviceDeveloping financial plans tailored to clients' needs and objectivesReviewing clients' financial situations and making recommendationsYou will also be responsible for maintaining accurate records and reporting back...
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High Net Worth Adviser
3 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeJob SummaryThis role offers an exciting opportunity for a qualified Financial Adviser to manage their own clients, providing unbiased and unrestricted specialist advice. Key responsibilities include:Developing financial plans tailored to meet clients' goals and objectivesReviewing clients' needs and adapting strategies to ensure optimal outcomes
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Financial Data Specialist
4 weeks ago
Sale, Trafford, United Kingdom Macfarlane Group Full timeWe are looking for a skilled Sales Ledger Administrator to join our team at Macfarlane Group in Trafford Park, Manchester. As a Sales Ledger Administrator, you will be responsible for accurately producing sales invoices via Sage 50, after collating and checking sales orders and delivery notes.This is a full-time role, working Monday–Friday, 9am-5pm. With...
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Pension and Retirement Planning Expert
3 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin our Team as a Senior Wealth Management Specialist:We're recruiting a Senior Wealth Management Specialist to join our team in the North West. As a key member of our team, you'll be responsible for managing client relationships and providing expert advice on wealth management strategies.About the Role:As a qualified Financial Adviser with 1+ years of...
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Senior Wealth Management Specialist
2 weeks ago
Sale, Trafford, United Kingdom Recruit UK | Certified B Corp™ Full timePension and Retirement Planning Expert Wanted:We're seeking an experienced Financial Adviser to join our team in Sale, Manchester area. As a Pension and Retirement Planning Expert, you'll play a vital role in helping our clients achieve their financial goals.About the Role:As a qualified Financial Adviser, you'll manage your own clients, providing expert...