Financial Services Support Specialist
3 weeks ago
Bond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.
The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products and services.
This office-based role requires some local travelling for training courses and presentations. The estimated salary for this position is £51,000 per annum.
Essential Skills- Appreciation and understanding of the Financial Planning process.
- Technical knowledge about financial products and services.
- Ability to work within agreed business processes.
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Financial Services Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Association of International Certified Professional Accountants Full timeAbout This RoleWe are seeking a highly skilled Financial Services Specialist to join our team as an Assistant Management Accountant. As a key member of our finance department, you will be responsible for supporting the management accounts team in various tasks such as budgeting, forecasting, and year-end processes.You will work closely with the Finance...
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Financial Planning Specialist
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeJob Description:The role of a Financial Manager at Equilibrium Financial Planning involves maintaining accurate financial records, ensuring all financial transactions are properly recorded in the accounting system. This includes developing and overseeing financial systems and procedures, identifying opportunities for improvement.A key aspect of this position...
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Financial Services Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeParaplanner Job DescriptionBond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Paraplanner to join their team on behalf of a prominent IFA practice in Cheshire.The role involves providing administrative support to Financial Planners and other staff members when advising clients on their financial strategies and plans. The...
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Financial Planning Support Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full timeAbout Ferguson DeanA leading regional Chartered Financial Planning practice are looking to expand their team in the Shrewsbury area. Their paraplanners act as the first point of contact, working closely with clients in the HNW and UHNW space.**Job Description**As a Financial Planning Support Specialist, you will provide full technical support to your...
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Financial Planning Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products,...
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Corporate Financial Director
5 days ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeKey ResponsibilitiesMaintain accurate financial records, ensuring all financial transactions are properly recorded in the accounting system.Develop and oversee financial systems and procedures, identifying opportunities for improvement.Maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code...
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Senior Accountant
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeAbout the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...
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Financial Planning Manager
6 days ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeJob OverviewWe are seeking a highly skilled Finance Manager to join our team at Equilibrium Financial Planning. As a key member of our Finance and Insight team, you will play a vital role in maintaining accurate financial records, tracking performance, and preparing financial statements.This is an excellent opportunity for a qualified accountant...
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Financial Services Expert
1 month ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeWe are seeking a Taxation Specialist to join our innovative and well-established Accountancy Practice at McGregor Recruitment.Job DescriptionThis is an exciting opportunity for a highly skilled and experienced Financial Services Expert to contribute to the success of our team. The ideal candidate will have a passion for Accounting and experience working...
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Ecommerce Financial Specialist
5 days ago
Wilmslow, Cheshire East, United Kingdom CurrentBody Skin Limited Full timeJob Title: Ecommerce Financial SpecialistEstimated Salary: £35,000 - £45,000 per annumOur TeamThe finance team plays a vital role in supporting our business strategy and driving growth. As an ecommerce financial specialist, you will work closely with the leadership team to provide accurate and timely financial information to inform business decisions.Key...
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Senior Financial Specialist
1 month ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeAbout Our Role:Mcgregor Recruitment is seeking a highly skilled Senior Financial Specialist to join our team in this exciting opportunity.Key Responsibilities:Assist Client Managers with a portfolio of high-net-worth clientsManage deadlines for year-end accounts and financial statementsBe responsible for bookkeeping, VAT, and payroll management for...
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Financial Services Coordinator
5 days ago
Wilmslow, Cheshire East, United Kingdom Fintelligent Search Full timeFinancial Services Coordinator\Fintelligent Search is looking for an experienced Financial Services Coordinator to join our team in Wilmslow.\As a Financial Services Coordinator, you will be responsible for providing administrative support to our financial services team.\About the Role:\\Provide administrative support to the financial services team.\Manage...
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Financial Services Administration Specialist
6 days ago
Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full timeCompany OverviewWe are a leading recruitment agency Aspire Recruitment Solutions, dedicated to connecting talented individuals with top financial services companies. Our latest opportunity is for an experienced IFA Support Administrator to join our client's team in the Cheshire area.
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Senior Financial Planning Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeJob Title:Senior Financial Planning SpecialistCompensation Package:Salary: Up to £45,000 per annumContract Details:Fixed-Term Contract (12 months) with potential for extensionWork Arrangement:Hybrid: 2 days office-based in South Manchester, 3 days remote work from homeDescription:Talent Recruitment Group Ltd seeks a highly skilled Senior Financial Planning...
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Financial Accountant Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at McGregor Recruitment. As a key member of our accountancy practice, you will be responsible for preparing and filing year-end accounts, business tax, LLP's, partnerships, and sole traders.The ideal candidate will have a minimum of 4 years' experience in an...
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Financial Support Specialist
4 days ago
Wilmslow, Cheshire East, United Kingdom Austin Fraser Full timeAustin Fraser, a forward-thinking bridging lender in Wilmslow, is looking for a skilled Business Processor to join their business development and underwriting team. The successful candidate will be responsible for reviewing applications, completing AML checks, and maintaining accurate account records.The ideal candidate will possess excellent communication...
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Adult Autism Support Worker Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Neurosupport Services Ltd Full timeAbout Neurosupport Services LtdWe are a specialist service provider dedicated to delivering rehabilitation services and enabling individuals to optimize their independence and quality of life.Our goal is to provide support tailored to each individual's needs, promoting empowerment and personal growth.We are currently recruiting an experienced Adult Autism...
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Financial Planner Support Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob OverviewWe are seeking an experienced Paraplanner to join our team in Alderley Edge, Cheshire. The successful candidate will support Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and investments.
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Financial Planning Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full timeJob Description:We are seeking a qualified Financial Planning Specialist to join our team at Resourcery Group. As a Management Accountant, you will play a key role in producing group management account packs and providing commercial input to drive change and develop reporting processes.Main duties include preparing and presenting monthly management accounts,...
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Financial Services Administrator
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Aspire Recruitment Solutions Full timeWe are seeking a skilled Financial Services Administrator to join our team in Cheshire. This is an exciting opportunity for an experienced professional to progress their career within the Financial Services industry.Job SummaryYou will work closely with advisers and clients, liaising with product providers to ensure timely and accurate responses. Your...