Financial Planning Assistant

Job Description:We are seeking a highly skilled Financial Planning Expert to join our team at Dickson O'Brien. This is an excellent opportunity for an experienced Management Accountant looking to take the next step in their career.About the Role:The successful candidate will be responsible for managing all financial transactions, from fixed payments and...

The role is split predominantly between tax work and accounts preparation for clients, including sole traders, partnerships and Limited companies.£45,000 - £55,000 + Company Benefits + Career ProgressionWe are seeking a highly experienced Financial Planning Senior to join our team in Stockport. Our client is renowned within the industry for their...

IFA Administrator Job Description:The Prestige Recruitment Group is seeking an experienced IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planning advisors in preparing financial plans and investment recommendations.About the Salary:The salary for this role is estimated at £30,000 –...

Job Summary:We are seeking a highly skilled Financial Planning and Analysis Leader to join our team at Novanta. In this role, you will be responsible for providing financial, analytical, and decision support for the Laser Quantum business unit within Novanta's Precision Medicine and Manufacturing business segment.About the Role:This finance role reports to...

Financial Leadership OpportunityWe are seeking a highly experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...

Job Title: Head of Financial Planning & Analysis (FTC)Salary: £80,000 - £85,000Location: Stockport - Hybrid

Financial Planning and Analysis ManagerbeBee Professionals is seeking a detail-oriented and experienced Financial Planning and Analysis Manager to join our finance team in Stockport, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key...

Sapphire Accounting Limited invites applications for a Financial Planning Specialist.We are seeking an experienced professional to support junior members of our team in their development.This is a hands-on role in a dynamic business with ambitious plans for growth, requiring excellent communication, planning and organisational skills. The job holder must be...

Job OverviewWe are seeking an experienced Paraplanning Manager to join our client, a well-established provider in their field, on a permanent basis.The role is full-time and will see you working Monday - Friday 9-5pm.About the RoleThis position involves supporting a team of Paraplanners and contributing to the delivery of high-quality services.You will be...

About the RoleThe Financial Assistance Coordinator role at Signpostforcarers is an exciting opportunity for an experienced individual to join our team and make a real difference in the lives of carers. As a Financial Assistance Coordinator, you will provide guidance and support to carers to help them maximise their income and navigate the welfare system.The...

Azets Group is seeking a highly skilled Financial Advisory Assistant Manager to join our team in Stockport.As an Assistant Manager, you will have the opportunity to manage a client portfolio, support revenue and profitability targets, foster enduring client relationships, and develop our smarter people plan.Your day-to-day duties will include producing...

Travel Service Provider OpportunityJoin our organisation as a Senior Finance Business Partner and play a key role in driving financial performance and growth across multiple business units in the North.Job RoleYou will be responsible for efficient financial control, reporting, budgeting, and forecasting, collaborating with senior stakeholders to monitor...

At Sapphire Accounting Limited, we are seeking a skilled Accountant and Financial Assistant to join our team. The successful candidate will assist the Payroll Senior/Team Leader with various projects and tasks, taking on additional responsibilities in our rapidly expanding organisation.Supporting payroll team with projects and tasksHandling incoming...

Job Summary:Prestige Recruitment Group seeks a skilled IFA Administrator to support our financial planning advisors in preparing financial plans and investment recommendations. The successful candidate will process account applications, transfers, and other paperwork, while handling administrative tasks with ease.About the Role:This is a hybrid working...

Job Overview:We are seeking a skilled Financial Operations Assistant to join our team at Agility Resoucing. This role offers an exciting opportunity for someone who is passionate about delivering exceptional financial support.In this hybrid role, you will be responsible for managing the Accounts inbox and distributing emails accordingly. You will also ensure...

About the RoleWe are seeking an experienced Administrative Assistant to join our team in a Financial Services environment. Key responsibilities include providing reception work, answering the telephone, taking messages, and welcoming clients and visitors.

About IDEX Consulting:IDEX Consulting is a leading provider of financial planning services. We are seeking an experienced Pension Planning Expert to join our team.Job Description:As a Pension Planning Expert, you will be responsible for supporting consultants in preparing accurate financial plans and suitability reports. You will also conduct research and...

Sapphire Accounting Limited is seeking an experienced Financial Services Team Lead to join our dynamic business.This is a hands-on role that requires excellent communication, planning and organisational skills.The job holder will be responsible for managing a team of ambitious accountants and accounts assistants, while also communicating with clients and...

About the RoleWe are seeking a highly skilled Financial Administrator to join our team in Stockport. As a key member of our finance department, you will be responsible for maintaining accurate financial records, processing invoices, and supporting various accounting activities.The ideal candidate will have strong numerical skills, excellent attention to...

Job DescriptionAs a Senior IFA Administrator at Page Personnel Sales, you will be responsible for delivering high-quality administrative support to our financial services team. This is an exciting opportunity to join a dynamic and growing business, where you will have the chance to develop your skills and expertise in a fast-paced and challenging...