Paraplanner and Financial Planner Assistant

Job DescriptionAs a highly progressive and buoyant Firm of Independent Financial Planners, we are seeking an aspiring IFA Administrator to join our organisation.The successful candidate will be working closely with a team of Paraplanners and Financial Planners to provide administrative support.Process transfers, top-ups, withdrawals, income, contributions,...

Company Overview:">Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.Salary:Salary up to £28,000 (experience dependant)Job Description:The successful candidate will be working closely with a team of Paraplanners and Financial...

beBee Professionals is seeking a Senior Financial Planner to join our finance team in Halifax, UK. The successful candidate will have a strong background in financial planning, budgeting, and forecasting.Key Responsibilities:Develop and implement financial plans, budgets, and forecasts to support business growth.Monitor and manage cash flow, ensuring...

Medlock Partners is a professional services recruitment specialist operating across the Northwest of England, committed to providing bespoke financial advice to clients.We are seeking an aspiring Financial Services Administrator to join our team, working closely with a group of experienced Paraplanners and Financial Planners to deliver exceptional...

About the Role:">We are seeking an experienced IFA Administrator to join our dynamic team. The successful candidate will provide administrative support to our Paraplanners and Financial Planners, ensuring efficient and accurate completion of tasks.Key Responsibilities:Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA,...

Role OverviewWe maintain an excellent relationship for providing bespoke financial advice to our clients.Our client is a Firm of Independent Financial Planners who need an IFA Administrator to work closely with their team.Responsibilities include processing transfers, managing workload, and investigating client/consultant queries.Covering reception duties,...

Key ResponsibilitiesStrategic Guidance: Provide budgeting, reporting, and capital project evaluation and monitoring to support business growth and development.Team Management: Lead and manage a large finance team to improve efficiency and productivity.Reporting and Analysis: Develop and implement reporting structures and KPIs to support business...

We are seeking an experienced Legal Cashier to join Ips Finance, a respected provider of financial services. In this role, you will work closely with our team to provide exceptional support to clients and colleagues, while contributing to the day-to-day operations of our law firm.The estimated salary for this role is £28,000 - £33,000 per annum, depending...

Pratap Partnership seeks a skilled Assistant Accountant to join our team in HalifaxWe are looking for an exceptional Financial Analyst who will collaborate closely with the Finance Manager to ensure seamless month-end processes across the UK and North America.This is an excellent opportunity for individuals nearing completion of their AAT qualification or...

We are seeking a highly skilled Financial Services Analyst to join our team at Sharp Consultancy. The ideal candidate will have a strong background in finance and excellent analytical skills.As a Financial Services Analyst, you will be responsible for providing day-to-day support to the Finance Department, assisting with financial tasks, and ensuring...

We are seeking a Management Reporting Assistant to join our team at Sharp Consultancy. As a Management Reporting Assistant, you will provide day-to-day support to the Finance Department, assist with financial tasks, and ensure efficient workflows.You will play a key role in monitoring and assessing the financial performance of global subsidiaries and...

About IPS GroupOur client, a well-established law firm, is seeking an experienced Financial Operations Specialist to join their team. This role offers a unique opportunity for individuals who are detail-oriented and have a passion for financial operations in a legal setting.Job OverviewThe successful candidate will be responsible for managing daily bank...

Job OverviewJhe Partners is seeking a highly skilled Senior Accounts Assistant to join its finance team in Halifax. As a key member of the team, this role will be responsible for managing the Purchase Ledger, handling supplier queries, and reconciling statements.Main ResponsibilitiesPurchase Ledger Management: Oversight of Purchase Ledger transactions,...

Job Description:Company Overview:QED Legal LLP is a leading law firm that provides top-notch legal services to its clients. We are seeking a highly skilled Cashier Financial Management Specialist to join our team.Salary:The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.Key Responsibilities:We are looking for an...

Join Pratap Partnership's dynamic finance team in HalifaxWe are seeking an ambitious and highly motivated Assistant Accountant to support our Finance Manager in ensuring smooth month-end processes across the UK and North America.This is a fantastic opportunity for individuals pursuing their AAT qualification or seeking to advance their careers through CIMA...

Based in West Yorkshire, our client is a reputable and professional firm of Financial Planners who provide bespoke advice to their growing client base of ultra-high net worth individuals.The successful candidate will have the opportunity to work with Group Risk products such as group life, group income protection and group critical illness, as well as...

Job SummaryWe are seeking a highly skilled Corporate Risk Advisor to join our team at Medlock Partners. As a key member of our professional services recruitment specialist, you will play a vital role in delivering exceptional service to our clients.About the RoleThis is an exciting opportunity to work with a reputable Independent Firm of Financial Planners...

Role OverviewWe are seeking a skilled Financial Solutions Specialist to join our team in the Banking Products Legal department. As a key member, you will provide proactive and pragmatic advice on commercial contracts and legal matters related to cash management products and services.The ideal candidate will have significant PQE as a solicitor in the UK and a...

About the RoleThis is an excellent opportunity to work with a professional services recruitment specialist operating across the Northwest of England.As a Receptionist and Administrative Support role, you will be dealing with client/provider queries over the phone and via email, managing post, maintaining client records, and covering reception...

About RG ConsultancyRG Consultancy is a leading consultancy firm based in Halifax, seeking an experienced Accounts Assistant to join their finance team on a full-time, permanent basis. As part of a small team, you will report directly to the Finance Manager and be responsible for various financial tasks.Key ResponsibilitiesProcess high-volume purchase...