Chartered Financial Planning Assistant

A regional IFA practice in Cheshire, Ferguson Dean, is seeking a paraplanner to join their team. With the backing of a leading national group, one of the current paraplanners is moving into a trainee adviser role, hence the need for an additional paraplanner.As a paraplanner, you will work with clients who have a minimum portfolio size of £500k, providing...

Job OverviewBond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.Key ResponsibilitiesAdministration support to the IFA...

We are seeking an experienced Paraplanner to join our team at Ferguson Dean in Cheshire.About the JobThe ideal candidate will have experience working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, and strong writing and research skills.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning...

A prestigious regional IFA practice, Ferguson Dean, in Cheshire is seeking a skilled Paraplanner to join their team. The current role has become vacant due to one of the paraplanners transitioning into a trainee adviser position. With full support towards achieving Diploma and Chartered status, this opportunity presents an excellent chance for professional...

Prestige Recruitment Group is a leading recruitment agency that offers exciting opportunities for professionals in the financial services sector.Our client, a renowned firm in Knutsford, Cheshire, is seeking an experienced Administration Pensions professional to join their team.Salary: £30,000 - £38,000 per annum, offering a competitive salary and benefits...

About Us: Travel Trade Recruitment is a leading agency specialising in placing candidates into exciting roles within the luxury yacht charter industry. Our team is dedicated to providing exceptional service to both our clients and candidates.Salary: £24,000 - £25,500 per annumJob Description: We are seeking an experienced Charter Operations Coordinator to...

**Company Overview**McGregor Recruitment is a well-established recruitment agency with a strong reputation in the financial services industry.

About Us: At Travel Trade Recruitment, we pride ourselves on being a trusted partner for candidates looking to excel in their careers within the luxury yacht charter industry. Our comprehensive approach ensures that each candidate receives tailored support throughout their job search journey.Salary: £24,000 - £25,500 per annumJob Summary: As a Yacht...

RG Consultancy is seeking a highly skilled Assistant Financial Controller to join their team on a full-time, permanent basis. This exciting opportunity will see you responsible for assisting with financial planning and control, as well as maintaining accurate and up-to-date financial records.Your key responsibilities will include:Assist with financial...

The Chartered Institute of Procurement and Supply (CIPS) is seeking an experienced sourcing manager to join our team at Barclays. As a Sourcing Manager, you will play a key role in optimising and addressing Barclays' 3rd party spend requirements. This is a challenging and rewarding opportunity for a skilled sourcing professional to take ownership of...

Job Title: Experienced Financial Planning Administrator£26,000 to £30,000 plus company bonus & company benefits packageWe are working with a boutique Financial Planning firm that has exciting growth plans and is looking for a new member of the client services team due to an internal promotion.The successful candidate will be supporting one of the senior...

Job TitleA highly skilled Paraplanner is required to join Ferguson Dean's team in Cheshire.We offer a competitive salary and excellent benefits package, including study support towards Diploma and Chartered status.About the RoleConduct thorough reviews for high-net-worth clients with complex financial planning needs.Prepare comprehensive reports using...

We are seeking an experienced Financial Planning Support Specialist to join our team at Capio Recruitment. This role is ideal for someone with a passion for finance and administration, who is looking to take their career to the next level.In this exciting position, you will work closely with senior financial advisors and directors to provide administrative...

Job Description:\The Financial Planning Administrator will provide administrative support to ensure clients and colleagues receive a professional service. They will be responsible for being a point of contact for both clients and third parties, responding to general enquiries by telephone and email, booking client meetings and diary management.\This is a...

About the Role:We are seeking an experienced Financial Planning Support Specialist to join our team. In this role, you will have the opportunity to work closely with experienced professionals, developing your skills and knowledge in paraplanning and financial planning. You will be responsible for maintaining accurate records, creating illustrations, and...

Career Opportunity: Administrative Assistant for Financial ServicesWe are currently working alongside a boutique financial planning firm that has exciting growth plans and is seeking a new member of the client services team due to an internal promotion from this role into paraplanning.In this role, you will be responsible for supporting one of the senior...

Ferguson Dean is a regional IFA practice based in Cheshire. We are seeking an experienced Paraplanner to join our team.About the JobThe successful candidate will be responsible for conducting thorough reviews for high-net-worth clients with complex financial planning needs.The role involves preparing comprehensive reports, researching and analyzing market...

Your new company, a highly entrepreneurial online retailer, is seeking an experienced Senior Financial Planning Manager to strengthen their finance function.Job DescriptionIn this role, you will take ownership of the accounts for the 5 trading companies within the group. You'll produce management accounts and provide analysis for senior management while...

We are proud to partner with Prestige Recruitment Group to offer an exciting opportunity for a skilled Administration Pensions professional to join our team in Knutsford, Cheshire.About the Role:The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining...

We require an accomplished Senior Assistant Accountant to join our team and oversee the financial operations of one of our subsidiaries.The Main Tasks:To supervise financial management, ensuring precision and efficiency in managing the Sales Ledger, Purchase Ledger, Credit Notes, Bank Reconciliation and Account Reconciliation.To manage Purchase Order...