Financial Planning Administrator

About the RoleWe are seeking an experienced Financial Planning Administrator/Paraplanner to join our team at a multiple award-winning financial planning firm. As a key member of our administration and paraplanning team, you will play a vital role in providing bespoke financial planning advice to clients.The successful candidate will have relevant experience...

Company OverviewEstablished in 2018, MLR Careers is a multiple award-winning financial planning firm with over £6.5 billion of assets under management. The company offers bespoke financial planning advice in areas including investment, Inheritance Tax, retirement planning, tax planning, and employee benefits.The RoleThis role may suit a junior Paraplanner...

Role OverviewWe are seeking a skilled Paraplanning and Administration professional to join our team. This is an exciting opportunity for a junior Paraplanner or Financial Planning Administrator looking to develop their career in paraplanning.The successful candidate will be responsible for processing new business applications, maintaining client records on...

Job Title: ParaplannerAs a professional in the financial planning industry, you will have the opportunity to work with a multiple award-winning firm, managing assets worth over £6.5 billion. Your role will involve a combination of administrative and paraplanning duties, offering hybrid Work From Home options.The successful candidate will possess relevant...

About the CompanyMLR Careers is a reputable financial planning firm that provides bespoke financial planning advice. With over £6.5 billion of assets under management, our company has established itself as a leader in the industry. We offer a supportive work environment and opportunities for career growth.Job SummaryWe are seeking an experienced...

Job Description: Administrative and Financial Officer - Part-Time RoleAn exciting opportunity has arisen for a part-time Administrative and Financial Officer to join a local charity in Bangor. As a key member of the team, you will be responsible for managing finances, processing paperwork, and performing administrative tasks.Key Responsibilities:• Handle...

Job OverviewAdele Carr is seeking an experienced Financial Administrator to join their team. As a key member of the finance department, you will be responsible for providing administrative support in various aspects of accounting and financial operations.About the RoleThe successful candidate will have excellent communication skills and be able to work...

CleverHRSelf-Employed Financial Adviser, BangorThis is a well-established and successful chartered practice with large SOLLA/LTC opportunities that delivers comprehensive and holistic advice to clients across the region.With a focus on developing and maintaining long-term, trusted relationships with clients, demonstrating honesty, integrity, and excellence,...

**Job Title:** Financial Planning Expert We are seeking a highly skilled Financial Planning Expert to join our team on a 6-month interim basis. This is an excellent opportunity for someone with experience in capital accounting and budget preparation to work with one of Northern Ireland's largest public sector organizations. The ideal candidate will have at...

We are seeking an ambitious and organised Paraplanning and Administration Professional to join our client's dynamic team. As a key member of the financial planning department, you will contribute to delivering exceptional results for clients.About the ClientThe client is a multiple award-winning financial planning firm, managing over £6.5 billion in assets....

About the Role:A leading financial planning firm is seeking an experienced Administrative Paraplanner to join their team. As a key member of the team, you will be responsible for carrying out a range of administration and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.Working in a...

Role OverviewWe are seeking a highly skilled Financial Planning Administrator/Paraplanner to join our team at a leading financial planning firm. As a key member of our administration and paraplanning team, you will play a critical role in delivering exceptional client service and supporting our financial advisers in their day-to-day activities.The successful...

Are you an enthusiastic and dedicated Junior Paraplanner looking to launch your career in financial services? We are recruiting an experienced Paraplanning and Administration Professional to support our client's team in delivering exceptional results for clients.About the RoleThis is a fantastic opportunity to develop your skills in paraplanning while...

Job DescriptionMLR Careers seeks an experienced Paraplanner/Financial Planning Administrator to join their team. As a key member of the financial advisory team, you will provide administrative support in creating financial plans for clients. This role requires strong technical skills, attention to detail, and effective communication skills.Key...

Job Description:We are seeking a highly skilled Junior Financial Adviser to join our team. As a junior member of the team, you will be responsible for supporting senior members of staff with administrative and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.With a strong focus on...

About the RoleWe are seeking a highly skilled Paraplanning and Administration professional to support our team in delivering exceptional financial planning services. This is an exciting opportunity for a motivated individual looking to develop their career in paraplanning.Key ResponsibilitiesProcessing new business applications and income...

Job Summary: We are seeking an experienced Administrative Manager to join our team on a Part-Time Basis. As Practice/Office Manager, you will be responsible for managing the daily office operations, overseeing workflow and client management.Main Responsibilities:Manage the daily office operationsSupport the team with general administrationAccurate data...

Job Title: Head of Financial OperationsEstimated Salary: £70,000 - £90,000 per annum.About the Role:We are seeking a highly skilled Head of Financial Operations to join our team at CV-Library in Bangor, County Down. As a key member of our finance department, you will be responsible for maintaining a financial and administrative function with a commercial...

About the JobWe are recruiting a Manufacturing Operations Administrator to provide on-site administrative support for our construction projects. The successful candidate will have experience in general office tasks, proficiency in MS Office, and basic financial management skills to handle site account responsibilities.As a key member of our team, you will be...

We are pleased to be working with a reputable warehousing and distribution client based in Bangor. The ideal candidate will have recent relevant experience in a finance team, preferably within the last 2-3 years. Key Responsibilities:Practical knowledge of computerised accounts packagesHigh level of expertise in use of Microsoft ExcelAbility to multi-task,...