Financial Planning and Advisory Specialist
1 week ago
About the Company
NJR Recruitment are proud to be working in partnership with a well-established, independent financial advisory firm based in a picturesque village near Crewe. This successful company provides comprehensive financial services to their clients, and they are now seeking a highly skilled Financial Planning Assistant to join their administration team.
Job Summary
The ideal candidate will possess excellent communication and organisational skills, as well as the ability to work effectively in a fast-paced environment. As a key member of the team, you will provide administrative support to help deliver exceptional customer service and contribute to the growth and success of the business.
About the Role
As a Financial Planning Assistant, you will be responsible for providing high-quality administrative support to the financial planning team. This will include tasks such as data entry, document preparation, and correspondence with clients. You will also assist with the development and implementation of financial plans, ensuring that all requirements are met and deadlines are achieved.
Key Responsibilities
- Provide administrative support to the financial planning team
- Assist with data entry, document preparation, and correspondence with clients
- Support the development and implementation of financial plans
- Contribute to the growth and success of the business
Benefits and Salary
We offer a competitive salary, estimated to be around £28,000 per annum, which is negotiable based on experience. In addition, we provide 23 days' annual leave, free onsite parking, and a company pension scheme. Our modern offices are located in a beautiful village setting, offering a great work-life balance and easy access to local amenities.
Requirements
- Excellent communication and organisational skills
- Able to work effectively in a fast-paced environment
- Strong attention to detail and ability to maintain confidentiality
- Ability to work independently and as part of a team
How to Apply
If you are a motivated and organised individual with a passion for finance, please submit your application. We look forward to hearing from you
-
Financial Planning and Advisory Professional
3 weeks ago
Crewe, Cheshire East, United Kingdom NJR Recruitment Full timeJob Opportunity for a Financial Planning AssistantWe are working in partnership with a well-established small company of Independent Financial Advisers based in a picturesque village near Crewe. They are seeking a skilled Financial Planning Assistant to join their administrative team.About the CompanyThis reputable company offers a range of financial...
-
Financial Services Specialist
3 weeks ago
Crewe, Cheshire East, United Kingdom H9 Technical Recruitment Ltd Full timeWe are supporting a fantastic growing business based in Crewe looking for an experienced Accountant / Accountants to join their team on a full-time basis.Job SummaryAs a successful candidate, you will have a strong background in accounting, taxation, and financial reporting, with a focus on working within an accountancy practice. The role is ideal for those...
-
Financial Planner
4 weeks ago
Crewe, United Kingdom CV-Library Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role...
-
Financial Planner
2 weeks ago
Crewe, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This advisory role...
-
Financial Planning Assistant
5 days ago
Crewe, Cheshire East, United Kingdom Capio Recruitment Full timeAs a highly skilled Financial Planning Assistant, you will play a key role in supporting our team of financial advisors. Located in Crewe, UK, this position offers a competitive salary of £25,000 - £30,000 per annum, along with the opportunity to work remotely one day a week and enjoy a comprehensive BUPA health plan.We are seeking an experienced...
-
Financial Planning Administrator
1 day ago
Crewe, United Kingdom Njr Recruitment Full timeBENEFITS | Company Pension (3% & 5%) Salary is circa.£28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe.They are now looking for a...
-
Financial Planning Administrator
7 days ago
Crewe, United Kingdom Njr Recruitment Full timeBENEFITS | Company Pension (3% & 5%) Salary is circa.£28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe.They are now looking for a...
-
Financial Planning Administrator
3 weeks ago
crewe, United Kingdom NJR Recruitment Full timeBENEFITS |Company Pension (3% & 5%) Salary is circa. £28k which is negotiable, dependant on experience23 Days Annual LeaveFree onsite parkingNJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a...
-
Financial Planning Administrator
3 weeks ago
Crewe, United Kingdom NJR Recruitment Careers Full timeBENEFITS |Company Pension (3% & 5%) Salary is circa. £28k which is negotiable, dependant on experience23 Days Annual LeaveFree onsite parkingNJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a...
-
Financial Planning Administrator
2 weeks ago
Crewe, United Kingdom Njr Recruitment Full timeBENEFITS | Please ensure you read the below overview and requirements for this employment opportunity completely.Company Pension (3% & 5%) Salary is circa.£28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent...
-
Head of Financial Planning and Analysis
2 months ago
Crewe, Cheshire East, United Kingdom beBee Professionals Full time £45,000 - £65,000Head of Financial Planning and AnalysisbeBee Professionals is seeking a highly experienced Finance Manager to lead our finance team in Crewe, UK. The ideal candidate will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...
-
Financial Analyst
1 month ago
Crewe, Cheshire East, United Kingdom H9 Technical Recruitment Ltd Full timeWe are working with a rapidly expanding business in the UK, seeking an experienced Accountant to join their team on a full-time basis.The ideal candidate will have a strong background in accounting, taxation, and financial reporting, with a focus on working within an accountancy practice.The successful candidate will be responsible for managing a diverse...
-
Financial Planning And Analysis Manager
2 weeks ago
Crewe, United Kingdom Kc Group Recruitment Full timeKC Group is proud to be exclusively partnering with a leading Cheshire-based business to recruit for an exciting newly created role: FP&A Manager.Join a dynamic Group FP&A team in a pivotal role where you'll support strategic decision-making across the business.Reporting to the Head of FP&A, you'll work with high-level stakeholders and finance teams, driving...
-
Financial Recovery Specialist
4 weeks ago
Crewe, Cheshire East, United Kingdom Radius Payment Solutions Full timeWe are a global business that delivers cutting-edge sustainable mobility, connectivity and technology solutions to our customers worldwide. With over 300,000 customers across Europe, North America, Asia, Australasia and Africa, we support our clients with a range of products and services.Job DescriptionThe role of Financial Recovery Specialist is crucial to...
-
Strategic Financial Planning and Analysis Lead
3 weeks ago
Crewe, Cheshire East, United Kingdom Radius Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Planning and Analysis Lead to join our team at Radius. As a key member of our finance department, you will be responsible for providing critical financial insights and support to drive business growth.Key ResponsibilitiesSupport the Head of FP&A in developing and managing the consolidated...
-
Financial Planning Administrator
3 weeks ago
Crewe, Cheshire, United Kingdom NJR Recruitment Full time €28,000BENEFITS | Company Pension (3% & 5%) Salary is circa. £28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a...
-
Financial Planning and Analysis Manager
2 weeks ago
Crewe, United Kingdom KC Group Recruitment Full timeKC Group is proud to be exclusively partnering with a leading Cheshire-based business to recruit for an exciting newly created role: FP&A Manager.Join a dynamic Group FP&A team in a pivotal role where you'll support strategic decision-making across the business. Reporting to the Head of FP&A, you'll work with high-level stakeholders and finance teams,...
-
Financial Planning and Analysis Manager
2 weeks ago
Crewe, United Kingdom KC Group Recruitment Full timeKC Group is proud to be exclusively partnering with a leading Cheshire-based business to recruit for an exciting newly created role: FP&A Manager.Join a dynamic Group FP&A team in a pivotal role where you'll support strategic decision-making across the business. Reporting to the Head of FP&A, you'll work with high-level stakeholders and finance...
-
Financial Planning and Analysis Manager
1 week ago
Crewe, United Kingdom KC Group Recruitment Full timeJob Description KC Group is proud to be exclusively partnering with a leading Cheshire-based business to recruit for an exciting newly created role: FP&A Manager. Join a dynamic Group FP&A team in a pivotal role where you'll support strategic decision-making across the business. Reporting to the Head of FP&A, you'll work with high-level stakeholders...
-
Financial Planning Administrator
1 week ago
Crewe, Cheshire, United Kingdom NJR Recruitment Full timeBENEFITS | Company Pension (3% & 5%) Salary is circa. £28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for...