Financial Services Assistant Manager

About the Opportunity:This is an excellent opportunity to develop your accounting skills and knowledge in a fast-paced finance environment. As an Assistant Accountant, you will be responsible for supporting the management accountant in preparing and reviewing financial reports and statements.Key Responsibilities:Preparing and reviewing financial reports and...

Job Title: Financial AssistantLocation: Harrogate, UKEstimated Salary: £25,000 - £30,000 per annumThis is a permanent opportunity for a skilled Financial Assistant to join our team at Page Personnel Sales in Harrogate. The successful candidate will have experience in payroll and be able to assist in the end-to-end payroll process.The role involves ensuring...

Austin Fraser's client, a renowned Investment Management and Financial Planning firm, requires a skilled Financial Planning Administrator to support their team during a period of maternity leave.The ideal candidate will possess 1-3+ years of experience in a similar position, with proficiency in Client Management systems like Intelliflo/First and knowledge of...

Based in the North Leeds area, Lime People Search & Select Ltd is a reputable Investment Management & Financial Planning firm providing a comprehensive financial planning service to both individuals and businesses.We are seeking an experienced Paraplanner / Trainee Paraplanner to support our team of financial advisers in researching new products and writing...

Job Description:We are seeking a skilled Paraplanner to join our successful team at Switch Recruitment Services Ltd. As a Paraplanner, you will provide exceptional support to Financial Planners by conducting thorough research and writing high-quality suitability reports. Your role will involve collaborating closely with the Financial Planner to ensure all...

Job SummaryWe are seeking a Senior Business Operations Specialist to join our team at Titan Wealth Holdings Limited. The ideal candidate will have 5+ years' experience in a Senior Operations position within a financial service custody and clearing business.The successful candidate will be responsible for overseeing day-to-day business operations, providing...

At Titan Wealth Holdings Limited, we are seeking an experienced Financial Planning Assistant to join our team in Bristol, UK. The ideal candidate will have a strong background in supporting financial advisers and consultants, ensuring the provision of best-in-class advice on wealth management, employee benefits, and retirement planning.As a Financial...

Company OverviewMCGREGOR BOYALL is a leading recruitment agency specializing in the financial services sector. Our mission is to connect talented professionals with exciting career opportunities that drive growth and success.

About the Role:We are proud to be supporting a leading national wealth management and financial planning firm in their continued expansion plans. The successful candidate will join their busy team as a Paraplanner, responsible for delivering a first-class service to clients and assisting Financial Planners with full research and suitability report writing...

About the RoleWe are seeking a highly skilled and experienced individual to join our team as a Senior Financial Services Coordinator. In this role, you will be responsible for providing client management support to our wider business.As a key member of our team, you will be required to perform a variety of tasks, including being a point of contact between...

Job OverviewTitan Wealth Holdings Limited is a leading financial planning company in Bristol, UK.Role SummaryWe are seeking a highly skilled Financial Services Coordinator to provide support to our financial advisers or consultants in delivering exceptional client service.Key ResponsibilitiesAssist in preparing for client reviews by adding missing policy...

Key ResponsibilitiesDraft suitability reports with guidance from the Financial Planner, adhering to all compliance requirements.Assist in interpreting adviser-client meetings and prepare suitable recommendations.Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.Update workflow records to facilitate accurate...

Job Description:Oversight and management of day-to-day Business Operations across Settlements, Corporate Actions, Transfers, Cash, Static Data, Middle Office, and Trade Support.Providing advice and guidance to management to assist them in embedding appropriate training and development to maintain ongoing competence in all areas.Updating policies and...

IDEX Consulting, a renowned advisory group in the UK, is seeking an experienced Paraplanner to join their team at their Harrogate office.About IDEX ConsultingWith continued growth in Funds Under Management (FUM), our client requires additional support in their pension administration department. This is an exciting opportunity for a skilled professional to be...

In this exciting opportunity, we are seeking an exceptional Financial Services Coordinator to collaborate closely with our Financial Planners. As a key member of our team, you will be responsible for handling various administrative tasks throughout a 9-month maternity cover period.Main Responsibilities:Coordinate the setup of new investments and policies for...

At Austin Fraser, we are proud to be partnering with a leading service business in the industry. We are seeking an experienced and detail-oriented accounting professional to join our finance team as Chief Financial Operations Manager. As a key member of our leadership team, you will be responsible for managing and producing monthly management accounts,...

We are seeking an experienced Financial Planning Assistant to provide administrative support to our Financial Planners. This 9-month maternity cover role will involve updating notes on our back-office system, setting up new investments and policies for clients.Main Responsibilities:Process and complete setup of new investments and policies for clients,...

At Titan Wealth Holdings Limited, we're dedicated to delivering exceptional wealth management services to our clients. As a Financial Services Coordinator, you'll play a vital role in supporting our financial advisers and consultants to provide outstanding advice.This role offers an estimated salary of around £30,000 - £35,000 per annum, based on...

Located in Bristol, UK, Titan Wealth Holdings Limited is a top-tier financial planning company. Our focus is on providing exceptional wealth management, employee benefits, and retirement planning services. With a mission to empower businesses and their employees to achieve their financial goals, we strive for excellence in everything we do.About the RoleWe...

Axon Moore has a fantastic opportunity for a highly skilled Finance Manager to join their Finance team in Harrogate/Leeds. This role involves the preparation of monthly management accounts, including profit and loss account, balance sheet, and supporting commentary.The ideal candidate will be a seasoned finance professional with a strong background in...