Financial Planning Coordinator
2 days ago
Evelyn Partners Fund Solutions Limited is seeking an experienced Financial Planning Coordinator to provide administrative support to our Financial Planners in Manchester.
About the RoleThis role offers a great opportunity for someone looking to expand their career further within financial planning. As a key member of our Client Administrative team, you will be responsible for delivering excellent client outcomes and building strong relationships with clients.
- You will work closely with our Financial Planners to deliver high-quality client service, maintaining back-office systems and client records in line with company policies.
- You will liaise with operational teams to provide support on activities such as scripts, transfers, corporate actions, and static data changes.
In return for your expertise, we offer a competitive salary of £25,000 - £30,000 per annum, depending on experience, plus a range of benefits including private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.
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Financial Advisor
8 months ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Planning Specialist
4 weeks ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeOur VisionFairview Financial Management Ltd is a dynamic and forward-thinking financial planning firm based in the UK. We are dedicated to providing expert advice and guidance to individuals and families across the county.We are currently seeking an experienced Paraplanning Expert to join our team of professionals. As a key member of our team, you will play...
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Quilter Academy Bridging Programme
1 week ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob DescriptionHave you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser? We work with bright, ambitious people from many different backgrounds who are interested in joining a firm as a self-employed financial adviser.A career as a financial adviser can offer you:Flexibility around family and a...
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Ifa Administrator
7 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
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Financial Coordinator
2 weeks ago
Manchester, United Kingdom CV Library Full timeJob Overview:We are seeking a detail-oriented Project Finance Coordinator to support our client's growing portfolio of construction and facilities management projects, based in Manchester City Centre.Key Responsibilities:Assist in the creation, monitoring, and control of project budgets, ensuring costs are tracked accurately throughout the project...
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Financial Coordinator
1 week ago
Manchester, United Kingdom Oculus Legal Group Full timeJob Description Salary up to £30,000 Hybrid working Extensive Benefits We're working alongside a specialist Court of Protection law firm, looking for a Financial Coordinator to join the team based in the Salford area.Offering hybrid working, this role will be joining a small team of highly skilled professionals, looking after client's property and financial...
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Financial Operations Coordinator
2 days ago
Manchester, United Kingdom CV-Library Full timeCV-Library is a leading job board based in Altrincham, and we are seeking a Financial Operations Coordinator to join our finance team. As a Financial Operations Coordinator, you will play a critical role in ensuring the smooth operation of our financial processes.This is an exciting opportunity to work with a fast-growing service business, utilizing your...
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Financial Planning
3 weeks ago
Manchester, United Kingdom Hcrg Care Group Full timeJob summary HCRG Care Group is looking for a motivated and experiencedFinancial Planning & Analysis Managerto join our fast-paced finance team!This role is key to growing our FP&A function, and you'll be deeply involved in shaping our financial strategy.As the Financial Planning & Analysis Manager, youll lead and manage complex financial models for scenario...
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Financial Planning Expert
3 weeks ago
Manchester, United Kingdom NatWest Group Full timeRole OverviewWe are seeking a highly skilled Financial Planning Expert to join our Quality Assurance Team at NatWest Group.This 12-month fixed-term role offers the opportunity to make a positive impact on customers and colleagues through quality assurance activities, delivering good customer outcomes.The successful candidate will be involved in assessing...
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Financial Planning Specialist
4 weeks ago
manchester, United Kingdom MI Search Full timeThe MI Search team is seeking a Financial Planning Specialist to join its operations in Manchester. This respected financial planning firm offers the opportunity to work closely with Independent Financial Planners, providing holistic financial planning solutions to HNW and UHNW clients. Key responsibilities include preparing suitability reports, conducting...
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Financial Planning
4 weeks ago
Manchester, United Kingdom HCRG Care Group Full timeJob summary HCRG Care Group is looking for a motivated and experienced Financial Planning & Analysis Manager to join our fast-paced finance team! This role is key to growing our FP&A function, and you'll be deeply involved in shaping our financial strategy. As the Financial Planning & Analysis Manager, youll lead and manage complex financial models...
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Financial Planning Analyst
2 days ago
Manchester, United Kingdom ERGO Group AG Full timeAbout the RoleWe are seeking a Senior Finance Business Partner to join our team at ERGO Group AG. The ideal candidate will have expertise in financial accounting, financial planning, and financial reporting.Job DescriptionPartner with business leaders across the UK&I to identify opportunities for improvement and present insights accordingly.Support the...
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Senior Financial Services Coordinator
2 days ago
Manchester, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Services Coordinator to join our team at IDEX Consulting in Manchester. As a key member of our financial advisory business, you will play a crucial role in supporting our financial planners in delivering bespoke solutions to clients.Key ResponsibilitiesProviding technical support to financial...
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Financial Planning Manager
2 months ago
Manchester, Manchester, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis. This role will ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets for management review.Monitor and manage the...
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Financial Planning Expert
4 weeks ago
Manchester, United Kingdom Adria Solutions Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join Adria Solutions. In this role, you will work closely with senior leaders to develop and implement financial strategies, analyze financial data, and provide financial guidance.The ideal candidate will have at least five years of post-qualification experience in Financial Planning and...
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Financial Services Coordinator
3 weeks ago
Manchester, United Kingdom Wythenshawe Community Housing Group Full timeJob Title: Financial Services CoordinatorWe are seeking a highly skilled Financial Services Coordinator to join our team at Wythenshawe Community Housing Group.About the RoleThis is an exciting opportunity for an experienced professional to provide administrative support to our finance team, ensuring the timely processing of invoices and payments to...
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Financial Operations Coordinator
3 weeks ago
Manchester, United Kingdom PRGX Global, Inc Full timeFinancial Operations Coordinator Job SummaryWe are seeking a Financial Operations Coordinator to join our team at PRGX Global, Inc. This role will be responsible for coordinating financial operations, including conducting audits using client data to identify errors and recover revenue.You will find, support, and document audit and claims operations,...
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Financial Strategist
2 days ago
Manchester, United Kingdom Vitae Financial Recruitment Full timeVitae Financial Recruitment is seeking a highly driven and talented Site Accountant to join their team.£42,000 - £48,000 per annum plus benefits including a 10% bonusAbout the RoleThe ideal candidate will have strong business partnering skills and ability to collaborate with stakeholders at all levels.Key Responsibilities:Analyse and report on performance...
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Financial Planning Expert
2 weeks ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Expert to join our team in Manchester. This role offers a unique opportunity for an ambitious individual to grow with a forward-thinking company that values expertise and professionalism.The estimated salary for this position is £35,000 - £50,000 per annum, depending on...
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Financial Planning Lead
2 days ago
Manchester, United Kingdom Ascent Recruitment Limited Full timeJob Description:Ascent Recruitment Ltd is recruiting a Financial Planning Lead to join our client's finance team in Manchester.The ideal candidate will have a background in financial planning, analysis, and reporting, with experience in driving business outcomes through data-driven insights.As part of the senior management team, you will be responsible for...