Financial Planning Support Specialist
6 days ago
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 support for clients, process new business, and manage different platforms and providers. You will also have the opportunity to work in a fast-paced, friendly team environment with flexible working arrangements available.
Key responsibilities of the role include:
- Creating valuation reports, illustrations, and sending out Letters of Advice (LOAs).
- Working directly with financial advisers to ensure a smooth client advice process.
To be successful in this role, you will need:
- Previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.
- Experience working with Intelligent Office (IO) software.
The salary for this position is £26,000 to £30,000 plus a company bonus and benefits package.
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Financial Planning Support Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Page Personnel Sales Full timeAbout 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...
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Financial Planning Assistant
6 days ago
Knutsford, Cheshire East, United Kingdom Bond Rec Full timeJob OverviewBond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.Key ResponsibilitiesAdministration support to the IFA...
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Business Support Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionWe are seeking an experienced Business Support Specialist to join our team at Bond Rec. As a Business Support Specialist, you will be responsible for processing new business, managing clients, and maintaining high levels of risk management and operational effectiveness.ResponsibilitiesAdministration support to the IFA Client Services Team and...
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Financial Planning Administrator Assistant
4 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full timeFinancial Planning Administrator Job OpportunityWe are seeking a motivated Junior Paraplanning Administrator to join our team at Eventus Recruitment Group. This exciting entry-level opportunity is perfect for someone looking to start a career in the Financial Planning sector.Role ResponsibilitiesThe successful candidate will be responsible for ensuring all...
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Chartered Financial Planning Assistant
2 weeks ago
Knutsford, Cheshire East, United Kingdom Prestige Recruitment Group Full timePrestige Recruitment Group is a leading recruitment agency that specialises in placing highly skilled professionals in the financial services sector.We are currently partnering with a prestigious firm in Knutsford, Cheshire, to recruit an experienced Administration Pensions professional to join their team.About the Role:The successful candidate will be...
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Financial Planning Assistant
3 weeks ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Full timeJob DescriptionA Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting two Financial Advisers and working alongside an Administrator/PA, the successful Candidate will join the Practice at an exciting time and become a fundamental part of their growth plans.Key...
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Senior Financial Planning Manager
3 weeks ago
Knutsford, Cheshire East, United Kingdom Hays Senior Finance Full timeYour new company, a highly entrepreneurial online retailer, is seeking an experienced Senior Financial Planning Manager to strengthen their finance function.Job DescriptionIn this role, you will take ownership of the accounts for the 5 trading companies within the group. You'll produce management accounts and provide analysis for senior management while...
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Technical Support Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Rise Technical Recruitment Limited Full timeAbout the Role:Rise Technical Recruitment Limited is seeking a highly motivated and ambitious individual to join their team as a Technical Support Specialist / Engineer. This exciting opportunity allows you to develop your skillset through full specialist training in a niche sector, working closely with a talented team.The Role:Provide exceptional support to...
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Senior Financial Support Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full timeAbout 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...
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Financial Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Hays Senior Finance Full timeAbout the CompanyHays Senior Finance is partnering with a leading online retailer to find an experienced Cost Accountant. This company has been a leader in their field for over 20 years, with products sold and distributed worldwide.
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Event Planning Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Cottons Hotel & Spa Full timeCottons Hotel & SpaWe're seeking a skilled Event Planning Specialist to join our Conference & Events sales team.If you have experience in event planning and are looking for a detail-oriented role that could be the beginning of a career in Weddings & Events, this position may be suitable for you.Your main responsibilities will include;Acting as the primary...
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Accounting Professional
3 weeks ago
Knutsford, Cheshire East, United Kingdom Warner Bros. Discovery Full timeJob OverviewThis role offers a unique opportunity to join Warner Bros. Discovery as an Accounting Professional - Financial Reporting Specialist, supporting the finance team in delivering statutory reporting and other key financial tasks.About the RoleWe are seeking a highly skilled and experienced accounting professional to provide support to the finance...
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Group Financial Planning Manager
3 weeks ago
Knutsford, Cheshire East, United Kingdom Hays Accountancy and Finance Full time**Job Title:** Cost Accountant**Location:** [Hays Accountancy and Finance]**Salary:** £55,000 - £70,000 per annum, depending on experience**Job Type:** Full-time**Experience:** 3+ years in a similar role**Education:** ACCA/CIMA or QBE certification**Skills:** Strong accounting skills, excellent communication and interpersonal skills**About Us**We are a...
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Administrative Support Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeFinancial Planning Administrator Role\As a key member of the team at Mcgregor Recruitment, you will be responsible for providing high-quality support to our Financial Advisors and Paraplanners. This will involve liaising with providers, supporting with administrative tasks, presenting information professionally, preparing client valuations, managing client...
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Traffic Planning and Operations Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Speedy Freight Full timeJob SummaryWe are seeking a highly skilled Traffic Planning and Operations Specialist to join our team at Speedy Freight. As a key member of our operations team, you will be responsible for ensuring the effective use of our vehicles and drivers to deliver excellent customer service and achieve business objectives.About the RoleThis is an exciting opportunity...
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Knutsford, Cheshire East, United Kingdom Capio Recruitment Full timeCareer Opportunity: Administrative Assistant for Financial ServicesWe are currently working alongside a boutique financial planning firm that has exciting growth plans and is seeking a new member of the client services team due to an internal promotion from this role into paraplanning.In this role, you will be responsible for supporting one of the senior...
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Corporate Financial Analyst
3 weeks ago
Knutsford, Cheshire East, United Kingdom Warner Media, LLC. Full timeCome and work as a Corporate Financial Analyst at Warner Media, LLC! This role offers a fantastic opportunity to work on high-profile projects, collaborate with cross-functional teams, and develop your expertise in financial analysis and planning.As a Corporate Financial Analyst, you will be responsible for preparing financial reports, analyzing data, and...
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Financial Services Administrator
2 weeks ago
Knutsford, Cheshire East, United Kingdom Prestige Recruitment Group Full timePrestige Recruitment Group is a leading recruitment agency that offers exciting opportunities for professionals in the financial services sector.Our client, a renowned firm in Knutsford, Cheshire, is seeking an experienced Administration Pensions professional to join their team.Salary: £30,000 - £38,000 per annum, offering a competitive salary and benefits...
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Technical Support Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Rise Technical Recruitment Limited Full timeAbout the Role:The company is looking for a skilled Technical Support Specialist to join their team in the UK. As a Technical Support Specialist, you will be responsible for providing support to the field service team with hardware and software solutions.This is an exciting opportunity to develop your skillset through full specialist training in a niche...
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Accounting Finance Specialist
3 weeks ago
Knutsford, Cheshire East, United Kingdom Warner Media, LLC. Full timeWe are seeking a highly skilled Accounting Finance Specialist to join our team at Warner Media, LLC. In this role, you will have the opportunity to work on a variety of projects and develop your skills in financial reporting, budgeting, and forecasting.As an Accounting Finance Specialist, you will be responsible for supporting the finance team with the...