Financial Planning Specialist

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...

About 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...

Job Description:\The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.\This is a...

**Company Overview**McGregor Recruitment, a leading recruitment agency in the financial services industry, is seeking a skilled Financial Planning Administrator to join our team. As a key member of our team, you will be responsible for providing administrative support to our financial planners and helping clients achieve their financial goals.Estimated...

We are seeking an experienced Paraplanner to join our team at Ferguson Dean in Cheshire.About the JobThe ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, and strong writing and research skills.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning...

Job Title: Experienced Financial Planning Administrator£26,000 to £30,000 plus company bonus & company benefits packageWe are working with a boutique Financial Planning firm that has exciting growth plans and is looking for a new member of the client services team due to an internal promotion.The successful candidate will be supporting one of the senior...

Capio Recruitment is working with a boutique financial planning firm in Cheshire East, seeking an experienced professional to support their client services team.The ideal candidate will have previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.This company offers flexibility and opportunities for...

Financial Operations SpecialistWe are seeking a highly skilled and experienced Financial Operations Specialist to join our team at Get Recruited Ltd in Knutsford, Cheshire.About the RoleThis financial operations specialist position involves managing financial transactions, maintaining accurate records, and ensuring seamless financial operations.You will work...

At Ferguson Dean, we are seeking a skilled Paraplanner / Trainee to join our team. As a leading national group, we offer an excellent opportunity for career growth and development.We are looking for someone with a strong academic background, preferably working towards Dip or Chartered status, and experience in working with High Net Worth (HNW) and Ultra High...

**Company Overview**McGregor Recruitment is a well-established recruitment agency with a strong reputation in the financial services industry.

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

RG Consultancy are seeking a skilled Financial Reporting Specialist to join their team on a full-time, permanent basis. This exciting opportunity will see you responsible for all day-to-day financial transactions and assist with more month-end duties.The ideal candidate will have excellent analytical skills and be able to maintain accurate and up-to-date...

Job Overview:A leading company in South Manchester is seeking a highly skilled Financial Transaction Specialist to join their Finance Team. This is an excellent opportunity to develop your career in finance and work with a dynamic team.Key Responsibilities:Manage financial transactions, including supplier invoices and credit card statementsProcess payments...

Job Title: Financial Accountant SpecialistWe are recruiting on behalf of Get Recruited Ltd, a company operating in the construction industry. We are seeking an experienced Senior Accountant to join our team and assist in handling transactional finance activities.The successful candidate will be responsible for managing sales ledger, purchase ledger, credit...

Cottons 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...

Sage 200 Intercompany Accounts expertise is a key requirement for this role. As a Financial Reconciliations Specialist, you will be working in a great team in central finance with a global healthcare marketing business.Fabulous opportunity offering both flexible and hybrid working (2 days in the office) and reporting to the Group Accountant. The Intercompany...

Job Title: Management Accounting AssistantAbout the JobRG Consultancy Ltd is a leading provider of financial services to the property sector, seeking an experienced Management Accounting Assistant to join our team. The successful candidate will be responsible for providing administrative support to the Management Accountant, including data entry, filing, and...

About the Role: NJR Recruitment Careers is seeking a highly skilled and organised individual to fill a Senior Administrator position. This exciting opportunity offers the chance to work with a respected and growing firm of Financial Advisers, who form part of one of the largest firms of Wealth Managers in the UK.">The ideal candidate will have a strong...

RG Consultancy is seeking a highly skilled Assistant Financial Controller to join their team on a full-time, permanent basis. This exciting opportunity will see you responsible for assisting with financial planning and control, as well as maintaining accurate and up-to-date financial records.Your key responsibilities will include:Assist with financial...

We are seeking a highly experienced Town Planning Consultant Expert to join our team at Penguin Recruitment Ltd, a dynamic consultancy based in Cheshire.This role involves providing expert advice on town planning, commercial planning, and development projects, working closely with clients, senior colleagues, and other stakeholders.Key Responsibilities:Site...