Financial Planning Support Specialist

Job Title: Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. This role involves supporting our Financial Advisers and Paraplanners in a fast-paced office environment.Key Responsibilities:Act as the primary point of contact for clients, providing exceptional customer service...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Client Relationship ManagerWe are seeking an experienced Client Relationship Manager to join our team at Brookfield Financial Planning. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key Responsibilities:Reconcile fee expectations with...

Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK are seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team.This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...

Job Title: Financial Reporting SpecialistLocation: UKSalary: £45,000 - £50,000 per annumJob Overview:A leading FMCG organisation based in the UK is seeking a highly skilled and commercially minded Financial Reporting Specialist to join their finance team. This is an exciting opportunity for a dynamic finance professional to take on a key role in driving...

We are seeking a highly organized and detail-oriented Client Support Administrator to join our team at Blakemore Recruitment.Job PurposeTo provide exceptional support to our Financial Planning Consultants, ensuring seamless sales processes and exceptional client experiences.Key ResponsibilitiesProvide efficient new business processing services, ensuring...

We are seeking a highly skilled Trainee Financial Planner to join our prestigious client-based team in Manchester.This is an excellent opportunity for a Paraplanner looking to transition into a Financial Planning role. No advisory experience is required, as full training is provided.The successful candidate will inherit a client base, which will be increased...

Financial Planning Administrator Rolembf. is seeking a highly motivated Junior Financial Planning Administrator to join their dynamic team in Altrincham. As a key member of the Financial Planning department, you will play a crucial role in supporting the Financial Planning Administrators in providing top-notch financial advice to high-net-worth...

We are seeking an experienced Financial Planning Administrator to join our team at NJR Recruitment. This is a fantastic opportunity for someone with a proven background in working within a Financial Planning Practice to take their career to the next level.Job Description:As a Financial Planning Administrator, you will play a vital role in supporting the...

Job Title: Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Belinda Roberts Ltd. As a key member of our finance function, you will be responsible for maintaining the accuracy and integrity of our financial transactions, ensuring compliance with all relevant regulations and laws.Key...

We are seeking an experienced Financial Administrator to join our team at Law Support Ltd. The successful candidate will be responsible for managing the firm's financial transactions, including input and approval of CHAPS/BACS payments, credit card statement reconciliation, and bank reconciliations.The ideal candidate will have previous experience in a...

Role OverviewAs a key member of our team at Potential Recruitment, we are seeking an experienced Financial Assurance Specialist to join our firm in Altrincham.Main ResponsibilitiesConducting audits to ensure financial accuracy and compliance with regulatory requirements.Identifying and mitigating risks within the organization.Developing and implementing...

Permanent Management Accountant Job OpportunityYour new company is a market-leading organisation that prides itself on its customer service and reputation.This is an excellent chance to join a dynamic company in the South Manchester area, working within the finance team to take a key role with a commercially focused approach.Key responsibilities...

IFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...

National Sales Director RoleNationwide Specialist Services is seeking a highly skilled National Sales Director to lead our sales efforts and drive business growth. As a key member of our team, you will be responsible for developing and executing sales strategies to achieve revenue targets and expand our customer base.Key Responsibilities:Develop and...

{"title": "Administrative Support Opportunity", "subtitle": "Support a boutique firm of Independent Financial Planners", "content": "NJR Recruitment is working in partnership with a boutique firm of Independent Financial Planners servicing a bank of high net worth clients.The firm is seeking an experienced administrative support specialist to join their...

Job OverviewBond Recruitment is delighted to be recruiting a skilled Financial Services Professional on behalf of our client, a highly regarded firm of financial planners based in Altrincham.About the RoleTo provide research support, prepare written suitability reports, and offer technical assistance to a team of advisers, senior advisers, and partners.To...

Job Title: Youth Support SpecialistWe are seeking a dedicated Youth Support Specialist to join our team at a SEMH secondary school in Altrincham. As a key member of the school community, you will provide invaluable support to students in Key Stage 3 and 4, working closely with teachers and staff to ensure the best possible outcomes.Key...

Financial Controller / Finance Manager Job DescriptionGet Recruited Ltd is seeking an experienced Financial Controller / Finance Manager to lead our finance function and drive business growth.Key Responsibilities:Lead a small team of 3 Accounts Assistants and ensure timely completion of daily, monthly, and quarterly tasks.Develop and implement strategic...

Job Title: Youth Support SpecialistJob Description:We are seeking a dedicated Youth Support Specialist to join our team at a SEMH secondary school in Altrincham. As a Youth Support Specialist, you will provide invaluable support to students in Key Stage 3 and 4 across various subject areas. This is a full-time position that involves one-to-one, targeted...