Financial Planning Assistant
3 weeks ago
This role involves providing paraplanning support to a team of Financial Advisors who deliver holistic financial planning solutions to clients. You will be responsible for research, analysis, and report writing to assist the Financial Advisors in delivering quality, compliant financial planning.
Your key duties will include:
- Preparing pre-approval documents and ensuring recommendations are appropriate
- Providing accurate, timely, and compliant suitability reports
- Utilizing technology to produce accurate solutions
- Undertaking financial calculations, including CGT and annual allowances
- Ensuring all advice documentation is compliant
- Effectively communicating internally and externally
- Working closely with the Financial Advisors to gather sufficient information
- Providing clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
The company has a strong focus on allowing individuals to grow and develop, and would openly support your progression into whichever area you desire, whether that is into advice, compliance, management, or other areas.
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow.
They openly recognise that achieving such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Key benefits of this role include:
- Salary of £35,000 - £40,000 depending on experience plus company benefits
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
-
Financial Planning Assistant
3 weeks ago
Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis is a Paraplanner position within a growing company in the Wirral, offering a unique opportunity for an individual to contribute to the delivery of high-quality financial planning solutions.As a Paraplanner, you will be working closely with a team of Financial Advisors to provide research and analysis support in the creation of suitability...
-
Financial Planning Manager
3 weeks ago
Birkenhead, Wirral, United Kingdom Resourcery Group Full timeJob Title: Management AccountantLocation: Wirral, UKSalary: Paying up to £39kAbout the Role:Resourcery Group is seeking a proactive and detail-oriented Management Accountant to join our dynamic finance team. This is a fantastic opportunity for an ambitious individual who is working towards completing an accountancy qualification (e.g., ACCA, CIMA, ACA) and...
-
Financial Planning Expert
1 month ago
Birkenhead, Wirral, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning ExpertWe are seeking a detail-oriented and experienced Financial Planning Expert to join our finance team in Birkenhead, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets...
-
Pensions Specialist
5 days ago
Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time £45,000About the RoleWe are seeking a skilled Pensions Specialist to provide paraplanning support to our team of experienced Financial Advisors in Wirral. This is an excellent opportunity for an individual looking to be part of a growing company and contribute to delivering high-quality financial planning solutions.Job DescriptionAs a Pensions Specialist, you will...
-
Financial Planning Specialist
4 weeks ago
Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Careers Full timeFinancial Planning SpecialistErnest Gordon Recruitment Careers is seeking a skilled Financial Planning Specialist to join their team. The ideal candidate will have a CIMA qualification and experience in preparing and completing management accounts.Key Responsibilities:Manage and prepare management accountsMonitor cashflow and stocksReconcile bank...
-
Financial Planning Specialist
4 weeks ago
Birkenhead, Wirral, United Kingdom Recruit Wealth Ltd Full timeRole OverviewThe Paraplanning Team at Recruit Wealth Ltd is seeking an experienced Financial Planning Specialist to join their regional offices. This is an exciting opportunity to work with a well-established, trusted brand that has secured Private Equity backing.Main ResponsibilitiesPrepare pre-approval documentation and suitability reports, ensuring...
-
Financial Analyst Assistant
4 weeks ago
Birkenhead, Wirral, United Kingdom Page Personnel Sales Full time**Financial Strategy Formulation**We are seeking a skilled Financial Analyst Assistant to assist in the formulation of our company's financial strategy. This role will involve collaborating with the accounting team to ensure accurate financial reporting and contributing to financial audits and compliance with regulatory requirements.**Key...
-
Financial Controller Assistant
4 weeks ago
Birkenhead, Wirral, United Kingdom Manpower Group (UK) Full timeWe are seeking an experienced Financial Controller Assistant to join our team at UL, a leading Fast Moving Consumer Goods (FMCG) business. The successful candidate will be responsible for driving financial performance, leading annual business planning, and providing financial expertise to the Supply Chain Factory organization.Key ResponsibilitiesContribute...
-
Strategic Financial Assistant
2 weeks ago
Birkenhead, Wirral, United Kingdom Page Personnel Sales Full timeWe are seeking a skilled Strategic Financial Assistant to join our team at Page Personnel Sales.The successful candidate will be responsible for assisting in the formulation of the company's financial strategy, collaborating with the accounting team, and contributing to financial audits.The ideal candidate will have proficiency in financial software and...
-
Financial Planning Specialist
3 weeks ago
Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full timeErnest Gordon Recruitment seeks an experienced Management Accountant to join our team in a manufacturing company.As a Management Accountant, you will be responsible for:Preparing and analysing financial reports to inform business decisionsDeveloping and implementing financial policies and proceduresProviding financial guidance and support to management and...
-
Financial Analyst Assistant
3 weeks ago
Birkenhead, Wirral, United Kingdom The Talent Crowd Full time £32,000 - £35,000Job Summary:We are seeking a highly skilled Part Qualified Accountant to join our team as an Assistant Accountant. As a key member of our finance department, you will be responsible for assisting in the preparation and reporting of high-quality financial information.Key Responsibilities:Undertake and actively manage various key month end processes.Provide...
-
Financial Controller Assistant
4 weeks ago
Birkenhead, Wirral, United Kingdom Manpower Careers Full timeAbout the Role:We are seeking an experienced Assistant Industrial Finance Controller to join our team at Manpower Careers. As a key member of our finance department, you will be responsible for providing financial support to our global FMCG client, renowned for brands such as Dove, Sure, Persil, and Simple.Key Responsibilities:Assist in the preparation of...
-
Financial Analyst Assistant
2 weeks ago
Birkenhead, Wirral, United Kingdom Potens Full timeFinancial Intelligence RoleWe are expanding our finance team at Potens, and we are seeking an experienced Financial Analyst Assistant to join our supportive finance team. The successful candidate will be responsible for assisting in the production of the monthly Management Accounts and Management Information.Key Responsibilities:Support the Finance Business...
-
Financial Planning and Analysis Specialist
3 weeks ago
Birkenhead, Wirral, United Kingdom Ernest Gordon Recruitment Full timeOverviewA reputable manufacturing company seeks a skilled Management Accountant to join their team in a dynamic and growth-driven environment. As a key member of the finance department, you will play a vital role in preparing and completing management accounts, monitoring cash flow, and reconciling bank statements.ResponsibilitiesPrepare and complete...
-
Financial Assistant
2 weeks ago
Birkenhead, Wirral, United Kingdom Brackenberry Full timeWe are working closely with a local authority in the Wirral area to assist with the appointment of a financial assistant on a 3-month contract, which is highly likely to be extended at the client's discretion.Estimated salary: £16.56-£20.71 per hour.Key Responsibilities:Producing budget and accounting information and reports, including financial monitoring...
-
Financial Operations Assistant
2 weeks ago
Birkenhead, Wirral, United Kingdom Potens Full timeAbout the RoleWe are seeking a skilled Financial Operations Assistant to join our dynamic finance team at Potens. As a key member of the team, you will play a vital role in supporting the production of management accounts and management information.Key ResponsibilitiesAssist in the preparation of the monthly management accounts and management...
-
Financial Planning and Analysis Specialist
4 days ago
Birkenhead, Wirral, United Kingdom Think Trevor James Full timeAbout Think Trevor James:Think Trevor James is a dynamic firm based in the Wirral area, seeking an experienced Accounts Senior to join their team.The company offers a relaxed dress code and flexible working arrangements, along with the convenience of on-site parking in a bustling environment. Regular staff events foster a strong sense of camaraderie,...
-
Financial Assistant
2 weeks ago
Birkenhead, Wirral, United Kingdom Brackenberry Full timeWe are collaborating with a Local Authority in Wirral to find an Accountancy Assistant. The successful candidate will support with budget and accounting tasks, including financial monitoring statements and written commentaries. The role is a 3-month contract with a high chance of extension.Key Responsibilities:Prepare and submit budget and accounting...
-
Senior Financial Analyst
3 weeks ago
Birkenhead, Wirral, United Kingdom Page Personnel Full timeKey ResponsibilitiesFinancial OperationsOversee financial operations within the department to ensure efficient and effective financial management.Financial ReportingPrepare accurate and timely financial reports and statements to support business decision-making.Financial ComplianceEnsure the company's financial compliance with laws and regulations,...
-
Financial Business Partner Assistant
4 weeks ago
Birkenhead, Wirral, United Kingdom Potens Full timeAssistant Finance Business PartnerWe are seeking an experienced, dynamic, forward-thinking financial professional to join our supportive finance team at Potens.The ideal candidate will have a minimum of 3 years of experience in a finance role, with a strong understanding of financial principles and practices.Key responsibilities will include assisting in the...