Financial Services Agent

Job OverviewWe are seeking a highly motivated Trainee Estate Agent to join our respected Estate Agent brand based in Altrincham. Our clients have an exceptional reputation in the area and are keen to add a customer service-driven candidate to their team.

Job Title: Financial Services SpecialistEstimated Salary: £40,000 - £60,000 per annum.Company OverviewIDEX Consulting is a renowned financial services firm dedicated to delivering exceptional client experiences. Our team of experts is passionate about helping clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial...

TEEM Education is seeking a Head of Financial Services to lead our financial operations. With an estimated salary of £65,000 - £85,000 per annum, this role offers a high level of remuneration and the opportunity to work with a respected organisation.About the RoleThis is a critical role that requires strong financial management skills and the ability to...

Job DescriptionWe are seeking a highly skilled Financial Services Specialist to join our team at Austin Fraser. In this role, you will play a crucial 1-to-1 role in achieving financial objectives by overseeing and coordinating the collection process on a varied customer basis from a standalone position.This is an ideal opportunity for a seasoned candidate...

We are seeking a Financial Services Leader to join our client's senior management team in Altrincham, Trafford. The ideal candidate will be a fully qualified accountant with at least 5 years of post-qualified experience in a practice environment.In this role, you will work closely with the practice directors to provide a hands-on service to a portfolio of...

Job Description:We are seeking a highly skilled Financial Services Recovery Specialist to join our team at Austin Fraser. As a key member of our debt collection department, you will play a crucial role in achieving financial objectives by overseeing and coordinating the collection process on a varied customer basis.The ideal candidate will have strong...

About Page Personnel SalesWe are currently recruiting for a highly organized and detail-focused Financial Services Administrator to join our team. The successful candidate will provide administrative support to our front office team, including preparing client valuations, reviewing compliance documentation, and assisting with general administration tasks.The...

Job Overview:Dickson O'Brien Associates is recruiting a Corporate Financial Services Director to lead the finance function for our client in South Manchester. The role involves managing the finance team, ensuring accurate and timely financial reporting, and providing strategic advice to the Executive Committee and Board.Main Accountabilities:Lead the finance...

Job Description: We are seeking a highly motivated and organised individual to fill the position of Receptionist / Client Administrator at Capstone Financial. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our business, providing exceptional administrative support, and delivering outstanding customer...

Job OverviewWe are seeking a skilled Financial Services Specialist to join our team in South Manchester. As a key player, you will be responsible for providing expert advice on protection insurance.With a competitive salary range of £24,000 - £30,000 + uncapped commission, this role offers a lucrative opportunity for growth and development.The ideal...

Company OverviewIDEX Consulting is a growing chartered financial planning business seeking an experienced administrator to join our team. We are looking for someone with strong administrative skills and the ability to work accurately and efficiently.Key ResponsibilitiesPipeline management involves ensuring all business is recorded and chased through to...

About the Role:We are seeking an expert in Salesforce Financial Services Cloud to join our team as a UK Financial Services Cloud Expert. In this role, you will be responsible for designing and implementing streamlined processes and workflows that enhance user experience and business outcomes within our Salesforce environment. Collaborating closely with...

About Our CompanyWe are Michael Page (UK), a professional services firm based in the UK, offering top-tier audit and accounting services to our clients.Job DetailsSalary: £35,000 - £40,000 per annumAuditor and Accountant RoleWe are seeking an experienced Senior Auditor and Accountant to join our team. As an Audit and Accounts Senior, you will oversee a...

We are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages,...

About UsChurchill Estates Management Ltd is a progressive managing agent of privately owned leasehold Retirement Living accommodation. We manage over 220 developments nationally, providing property services and customer care to over 11,000 retired people.About YouWe are looking for an experienced and dedicated Customer Service Coordinator to join our team....

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...

Role OverviewThe Receptionist / Client Administrator is a pivotal role within our operations team at Capstone Financial. This position plays a crucial part in ensuring seamless case progression and timely turnaround while maintaining exceptional accuracy. As the first point of contact, you will be responsible for handling reception duties, managing meeting...

About the Role:We are seeking an experienced Senior Client Manager to join our team in Altrincham. As a key member of our senior management team, you will be responsible for managing a portfolio of owner-managed businesses and providing financial advice to clients.Key Responsibilities:Managing a team of accounts staffTracking job progress and WIP/billing...

About the RoleWe are seeking a highly organized and efficient Administrative Assistant to join our operations team at Capstone Financial.The successful candidate will have exceptional telephone skills and be confident speaking with clients to book appointments.Responsibilities include reception duties, managing meeting room bookings, running reports,...

Collections ProfessionalWe are seeking a skilled collections professional to join our team at Michael Page (UK). As a leading recruitment agency, we help top talent find rewarding careers in finance and beyond.Job OverviewThis role involves managing a portfolio of customer accounts to recover outstanding debts. You will work closely with clients to...