Financial Planning Administrator

We are delighted to be partnering with an award-winning independent financial advisory firm to find an exceptional IFA Administrator to join their team. As a key member of the client support team, you will play a vital role in delivering exceptional service to clients across the UK.About the RoleThis is a fantastic opportunity for a detailed-orientated...

Job Title: Financial AdministratorJob Summary: We are seeking a highly skilled Financial Administrator to join our team at Cameron Clarke Associates. As a Financial Administrator, you will be responsible for managing the purchase ledger process, from purchase orders through to invoices and reconciliation.Key Responsibilities:Matching, checking and coding...

Job Summary: We are seeking a highly skilled Senior Financial Administrator to join our team at Sapphire Accounting Limited.Key Responsibilities:Communicate with clients to ensure their financial needs are met.Maintain accurate client records in our online software.Prepare and file Quarterly VAT returns, accounts, and tax returns for limited company...

We are seeking a highly organized and detail-oriented Financial Administrator to join our Accounts Team at Creative Support. As a key member of our team, you will be responsible for providing administrative support, including customer account administration, statement sending, and query resolution.Our ideal candidate will have excellent IT skills,...

Job Title: Senior Financial Services AdministratorJob Description:As a Senior Financial Services Administrator at Page Personnel Sales, you will be responsible for processing new business from start through to completion, preparing portfolio valuations and producing illustrations, and assisting advisers with research and report writing. You will also arrange...

Financial Planning and Analysis Role **Job Summary** EA First Compass House is seeking a highly skilled Financial Planning and Analysis professional to lead our Financial Planning team. As Head of Financial Planning and Analysis, you will be responsible for maintaining current processes and delivering financial planning and analysis services to the...

We are seeking an experienced Administrator to join our successful and established wealth management business in Stockport.The ideal candidate will have come from a financial background and have experience in FCA regulated environments within the finance field, specifically in wealth management, pensions, or investments.This is an administration role with a...

Established in Stockport, IN2 Consult is a reputable firm seeking an experienced Financial Transactions Administrator for a permanent position.The salary for this role will be up to £27,000 per annum, inclusive of benefits.Job Description:The primary responsibilities of the Financial Transactions Administrator include:Efficiently processing large volumes of...

About NJR Recruitment CareersWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers. This is a fantastic opportunity for a high-calibre individual looking to progress to an advisory role. The successful candidate will be taken through a structured training programme to develop the skills and...

NJR Recruitment is proud to be working in Partnership with a reputable Independent Financial Advisory firm offering a unique opportunity for a high-calibre individual looking to progress to a financial advisory role.The firm provides a structured training programme to equip you with the necessary skills and knowledge to become a competent and successful...

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,...

Paraplanning Manager RoleAt Adecco, we're committed to delivering exceptional financial services to our clients. Our team of dedicated professionals strives for excellence in every aspect of our work. As a Paraplanning Manager, you'll be responsible for leading and managing a team of paraplanners, providing guidance and support to enhance their...

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...

Key Responsibilities:As a key member of our team, you will be responsible for supporting our Paraplanners in research and analysis to meet client needs and objectives. This will involve having a full understanding of Holistic Financial planning and being comfortable querying Financial Planners and Paraplanners.Key Skills and Experience:We are looking for an...

Job SummaryWe are currently looking for a Senior Financial Administrator to join our team at Page Personnel. The role involves providing support to the management accountant in various financial tasks.Main Responsibilities:Financial TransactionsProcess and post contractor invoices, as well as create sales invoices.Account ReconciliationsConduct bank...

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...

About Our ClientMichael Page (UK) is proud to partner with a family-owned business with a strong heritage in the North West, boasting a circa £100 million turnover. This business has been steadily growing over the last few years and is always on the lookout for relevant acquisitions. Their Finance team is stable and well-led, with a strong focus on...

Job DescriptionAbout NJR RecruitmentWe are proud to be working in partnership with a well-established boutique firm of Independent Financial Advisers. This is an exciting opportunity for a high-calibre individual looking to progress to an advisory role. The successful candidate will be taken through a structured training programme to develop their skills and...

A leading transport company is seeking a Chief Financial Planning Officer to maintain current processes and deliverables of the Financial Planning team. This role has become available due to the secondment of the existing Head of FP&A to lead the selection and implementation of a new Financial Planning Tool.The company is a private equity owned transport...

A leading transport company is seeking a Chief Financial Planning Officer to maintain current processes and deliverables of the Financial Planning team. This role has become available due to the secondment of the existing Head of FP&A to lead the selection and implementation of a new Financial Planning Tool.The company is a private equity owned transport...