Financial Services Specialist
2 days ago
Bond Recruitment, a leading recruitment agency in the UK, is seeking an experienced Paraplanner to join their team on behalf of a prominent IFA practice in Cheshire.
The role involves providing administrative support to Financial Planners and other staff members when advising clients on their financial strategies and plans. The successful candidate will be responsible for ensuring compliance with relevant regulations and maintaining detailed knowledge of compliance procedures.
- Familiarize yourself with the Centralised Investment Proposition (CIP) and other advice guidelines to provide informed recommendations to clients.
- Maintain accurate records and ensure that all client files are up-to-date and compliant with regulatory requirements.
- Evaluate client files to identify potential issues and provide proactive solutions to mitigate any risks.
- An understanding of the Financial Planning process and ability to work within agreed business processes.
- Broad knowledge and enthusiasm for the financial services industry, with a high level of technical knowledge about financial products and services.
- Excellent inter-personal skills, both written and verbal, to communicate effectively with clients and colleagues.
- Able to work independently, with minimal supervision, and prioritize tasks efficiently to meet deadlines.
This office-based role offers a competitive salary package of £30,000 - £40,000 per annum, depending on experience, plus excellent benefits and opportunities for career growth.
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Financial Services Specialist
1 week ago
Wilmslow, Cheshire East, United Kingdom Association of International Certified Professional Accountants Full timeAbout This RoleWe are seeking a highly skilled Financial Services Specialist to join our team as an Assistant Management Accountant. As a key member of our finance department, you will be responsible for supporting the management accounts team in various tasks such as budgeting, forecasting, and year-end processes.You will work closely with the Finance...
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Senior Accountant
6 days ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeAbout the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...
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Financial Planning Specialist
2 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products,...
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Financial Services Expert
3 weeks ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeWe are seeking a Taxation Specialist to join our innovative and well-established Accountancy Practice at McGregor Recruitment.Job DescriptionThis is an exciting opportunity for a highly skilled and experienced Financial Services Expert to contribute to the success of our team. The ideal candidate will have a passion for Accounting and experience working...
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Financial Services Support Specialist
2 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DescriptionBond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products...
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Senior Financial Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeAbout Our Role:Mcgregor Recruitment is seeking a highly skilled Senior Financial Specialist to join our team in this exciting opportunity.Key Responsibilities:Assist Client Managers with a portfolio of high-net-worth clientsManage deadlines for year-end accounts and financial statementsBe responsible for bookkeeping, VAT, and payroll management for...
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Financial Accountant Specialist
4 days ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at McGregor Recruitment. As a key member of our accountancy practice, you will be responsible for preparing and filing year-end accounts, business tax, LLP's, partnerships, and sole traders.The ideal candidate will have a minimum of 4 years' experience in an...
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Auditing and Financial Services Manager
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeCompany Overview:Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists, a renowned recruitment agency, seeks an experienced auditing and financial services manager to join their team. The ideal candidate will have ACA/ACCA qualification and strong accounting and auditing skills from a professional practice background. The successful...
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Senior Financial Planning Specialist
6 days ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeJob Title:Senior Financial Planning SpecialistCompensation Package:Salary: Up to £45,000 per annumContract Details:Fixed-Term Contract (12 months) with potential for extensionWork Arrangement:Hybrid: 2 days office-based in South Manchester, 3 days remote work from homeDescription:Talent Recruitment Group Ltd seeks a highly skilled Senior Financial Planning...
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Financial Accountant Specialist
3 weeks ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob Title:Financial Accountant SpecialistCompany Overview:McGregor Recruitment is a leading recruitment agency providing top talent to various industries.Salary and Benefits:The estimated annual salary for this position is £45,000 - £60,000 depending on experience.Job Description:We are seeking an experienced financial accountant to join our team. The...
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Financial Planning Specialist
3 days ago
Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full timeJob Description:We are seeking a qualified Financial Planning Specialist to join our team at Resourcery Group. As a Management Accountant, you will play a key role in producing group management account packs and providing commercial input to drive change and develop reporting processes.Main duties include preparing and presenting monthly management accounts,...
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Financial Services Accountant
4 weeks ago
Wilmslow, Cheshire East, United Kingdom RG Consultancy Full timeRG Consultancy is currently looking for a highly skilled Financial Services Accountant to join their team in Alderley Edge.About the RoleThis position will focus on supporting the finance department with service charge and ground rent management, working closely with another property accountant and reporting back to the financial director.5 hours per week,...
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Financial Planning Support Specialist
1 day ago
Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full timeAbout Ferguson DeanA leading regional Chartered Financial Planning practice are looking to expand their team in the Shrewsbury area. Their paraplanners act as the first point of contact, working closely with clients in the HNW and UHNW space.**Job Description**As a Financial Planning Support Specialist, you will provide full technical support to your...
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Financial Services Growth Strategist
4 days ago
Wilmslow, Cheshire East, United Kingdom CMR Jobs Limited Full timeCMR Jobs Limited is a leading provider of contractor payroll and umbrella services. We are seeking a financial services growth strategist to help drive our business forward.About the Position:Developing and implementing growth strategiesCollaborating with the team to achieve targetsRequirements:Proven experience in the financial services industryAble to...
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Financial Services Operations Coordinator
1 month ago
Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full timeAn exciting opportunity exists for an experienced Administrator to join our Client, a renowned and award-winning firm of Chartered Wealth Planners, as they embark on significant growth plans.Based in modern and state-of-the-art offices located just outside of Wilmslow, this role offers the chance to provide vital support to a team of Technical Paraplanners...
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Financial Planning Specialist
2 days ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeRole OverviewBond Recruitment is delighted to be recruiting for a skilled Paraplanning Professional on behalf of our client, a leading IFA practice in the region.The role involves providing support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Key...
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Financial Analyst
4 days ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeThe Talent Recruitment Group Ltd is seeking a highly skilled Financial Analyst to join their team as a Sales Performance Specialist. This is a 12-month fixed term contract opportunity for someone who enjoys interpreting financial performance and understanding the story behind the numbers.This role involves weekly sales reporting, including analysis of...
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Financial Services Manager
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Michael Page Full timeAbout the CompanyOur client is a reputable accountancy firm based in Cheshire.Description of JobDrive audit excellence by overseeing and managing the audit department.Develop and maintain strong relationships with clients.Lead a small team of audit professionals, promoting growth and development.Ensure the company remains compliant with audit standards and...
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Director of Financial Services
4 days ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeJob OverviewWe are recruiting for a highly skilled Accounting professional to fill the position of Associate Director. This role requires excellent leadership and communication skills, with a strong understanding of Accountancy principles.About UsMcgregor Recruitment is a leading recruitment agency specialising in Accountancy and Financial services. Our...
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Financial Services Auditor
1 month ago
Wilmslow, Cheshire East, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeAbout the CompanyLevitate Recruitment is a leading specialist in accountancy and insolvency recruitment, offering a wide range of opportunities across the UK and overseas.The RoleWe are seeking an experienced Audit & Accounts Senior to join our team. As a key member of our accounting department, you will be responsible for supervising client portfolios,...