Financial Planning Coordinator

We are seeking an experienced Financial Services Coordinator to join our team at NJR Recruitment Ltd. The successful candidate will be responsible for managing the Salesforce database, preparing pre-meeting documentation for financial advisers, and ensuring client appointments are made.The ideal candidate will have previous experience working for a firm of...

We are seeking a skilled Financial Services Coordinator to support our client, a leading firm of Financial Advisers. This is an exciting opportunity to join a dynamic team and contribute to the growth of a well-established practice.The successful candidate will be responsible for:Managing the Salesforce databasePreparing pre-meeting documentation for the...

Warner Media, LLC is looking for a talented Financial Reporting Coordinator to join our finance team. As a Financial Reporting Coordinator, you will play a critical role in the preparation of financial reports, including statutory accounts, tax forecasts, and other financial statements.You will work closely with the finance team to maintain accurate and...

Job Opportunity: We are seeking a skilled Financial Planning Specialist to support our dynamic team at Recruit UK | Certified B Corp™. Key Responsibilities: Prepare suitability reportsWork alongside Financial PlannersUndertake product and fund researchConduct analysis and researchManage and prioritise tasks and workloadPropose financial solutions for...

At IDEX Consulting, we are seeking an experienced Financial Planner to join our team and build trusted relationships with current and potential clients in the heart of Knutsford city centre.The Role:To develop and maintain client relationships through effective ongoing service, minimizing attrition and delivering new instructions and referrals.To provide...

At IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our team in Knutsford city centre. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, ensuring they have the right advice to achieve their financial objectives.The Role:To build new client...

We are thrilled to offer an exciting opportunity for an experienced Senior Paraplanner to join our dynamic and friendly team at Puro Accountancy. As the business continues to grow, we are seeking a proactive individual to provide expert support to our Financial Planners.Main Responsibilities:Act as the key point of contact for all technical queries within...

Financial 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...

Prestige 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...

Job 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...

Your 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...

Eventus Recruitment GroupWe are seeking a Financial Planning Administrator to join our fast-paced team in Cheshire. This role involves providing administrative support, utilizing back-office systems, and coordinating client meetings.The ideal candidate will have previous experience in Financial Services, excellent English skills, and a positive attitude. Key...

Key ResponsibilitiesAs a Financial Planning Administrator, you will be responsible for:Providing administrative support to the teamMaintaining accurate financial records and dataCoordinating client meetings and eventsTo excel in this role, you should have a background in Financial Services, excellent organizational skills, and the ability to work...

Company Overview\Mcgregor Recruitment is a well-established Financial Services business.\\Job Description\We are seeking an experienced Apprentice Financial Advisor to assist our Financial Advisors and Paraplanners. The ideal candidate will have previous experience in Financial Services, a good understanding of Whole of Market wrappers and products, strong...

**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...

Johnsons is a group of consumer and B2B brands operating in various arenas, including moving, asset, project, and facilities management.Our businesses aim to add significant value beyond simple moving services. We utilize innovative and market-leading tools for asset tracking, management, and sustainability.With a strong focus on career development, we offer...

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming...

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming...

A Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting for two Financial Advisers and working alongside an Administrator / PA the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming...