Financial Planning Support Professional

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...

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...

**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...

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 Role:** Financial Planning Administrator**About Us:McGregor Recruitment is a leading recruitment agency specializing in the financial services industry. We pride ourselves on providing exceptional service to our clients and candidates alike.Estimated Salary: £22,000 - £24,000 per annumJob DescriptionWe are seeking a highly motivated and organized...

Job Overview:Capio Recruitment is partnering with a reputable Financial Planning firm to find a skilled Support Services Professional. The ideal candidate will have previous experience in financial planning and be proficient in Intelligent Office (IO).This is an excellent opportunity for someone who wants to join a growing company and contribute to their...

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...

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...

OverviewBaseline Recruit Ltd is seeking an experienced Financial Services Support Professional to join its team. This role provides an opportunity to work with a successful global business and gain experience in financial services.Job RequirementsThe successful candidate will be responsible for supporting the commercial side of the business, including...

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...

At Ferguson Dean, we are seeking a skilled Paraplanner / Trainee to join our team. As a leading national group, we offer an excellent opportunity for career growth and development.We are looking for someone with a strong academic background, preferably working towards Dip or Chartered status, and experience in working with High Net Worth (HNW) and Ultra High...

Company Overview:\Eventus Recruitment Group is a well-established recruitment agency specialising in finance and accountancy roles. We pride ourselves on building long-lasting relationships with our clients and candidates, providing expert advice and guidance throughout the recruitment process.\Job Title: Financial Planning Administrator\Location: Knutsford,...

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...

Role OverviewThe Retail Banking Business Banking Degree Apprenticeship Programme 2025 at Barclays offers a unique opportunity to gain a university-level professional qualification while working in a permanent, full-time role with a competitive salary from day one. Our Higher Apprenticeship provides a world-class programme that suits those looking for...

OverviewWarner Bros. Discovery is a global leader in the media and entertainment industry, offering career-defining opportunities across various fields.Job SummaryThis is a unique chance to join our team as a Financial Reporting Professional, where you'll play a crucial role in supporting corporate finance and delivering high-quality financial reports.Main...

A talented and motivated Interim Financial Controller is required to join our finance team in Cheshire. As a seasoned accounting professional, you will bring a wealth of experience and knowledge to the role, working closely with the Group Financial Controller and the existing financial controller and FP&A manager onsite.Your key responsibilities will...

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

Job Summary:\We are seeking an experienced Financial Planning Administrator to join our team. As a key member of the team, you will provide administrative support to ensure clients and colleagues receive a professional service.\The ideal candidate will have a proven track record in a financial services administration role, excellent written English skills,...

Financial Planning AdministratorWe are seeking a detail-oriented and organized Financial Planning Administrator to join our team. As a key member of the financial services team, you will provide administrative support to Financial Advisors and Paraplanners.Key Responsibilities:Liaise with providers to obtain relevant informationProvide administrative support...

About the RoleWe are recruiting a Financial Administrator to work with our dynamic team in Cheshire. The successful candidate will be responsible for administering tasks, managing client meetings, and maintaining database entries. To succeed in this position, you should have prior experience in Financial Services, possess strong communication skills, and be...