Financial Services Administrator/ Paraplanner

Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise. ...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Professional Financial Centre (Cumbria) Ltd is a leading provider of holistic financial planning services in the region. We are seeking an experienced and motivated Financial Administrator to join our team, working directly with clients and supporting our Paraplanners and Financial Planners in arranging client meetings and overseeing administrative...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

A leading Chartered Financial Planning firm based in the Cumbrian region is seeking an experienced administrator to join their team.This dynamic organisation has been established for over 20 years and offers a range of benefits to its employees, including a competitive salary, generous holiday allowance, and opportunities for professional development.The...

We are looking for a highly skilled and motivated Financial Administrator to join our team at Professional Financial Centre (Cumbria) Ltd. This is a fantastic opportunity for someone who wants to make a real difference in the world by helping our clients achieve their financial goals while also contributing to a more sustainable future.In this role, you will...

Are you an organised and experienced Financial Administrator looking for a new challenge? Do you want to work for a highly reputable business that specialises in advising clients on sustainable and ethical investments?We are seeking a talented individual to join our team at Professional Financial Centre (Cumbria) Ltd. As a Financial Administrator, you will...

Your new company Hays Accounts and Finance is partnering with a local, Chartered Financial Planning firm based in the area. This organisation has an excellent reputation, built on referrals and word of mouth. They are a friendly and welcoming team, working from a beautiful office that welcomes dogs. With excellent benefits and a focus on employee care, they...

About the Role">Hays Accounts and Finance is partnering with a local, Chartered Financial Planning firm based in Penrith to find an experienced Ad hoc Receptionist Administrator.The successful candidate will be working closely with Paraplanners, Accountants, Financial Planners, and Compliance specialists to contribute to providing holistic financial planning...

At Professional Financial Centre (Cumbria) Ltd, we are seeking a highly organized and detail-oriented Financial Administrator to join our team. This role offers an exciting opportunity to develop your career in financial services, working directly with clients and supporting our Paraplanners and Financial Planners in arranging client meetings and overseeing...

About the RoleThis client is seeking a motivated and enthusiastic individual to join their small team as a Paraplanner. The successful candidate will work closely with another Paraplanner, the wider team, and in conjunction with local Solicitors and Accountants to provide holistic financial planning for clients.Duties include:Collaborating with Financial...

Key RequirementsTo be successful in this role, previous experience as a Paraplanner or Administrator within a Financial Advisory organisation is essential. A dedicated and motivated individual who is passionate about delivering exceptional results will thrive in this position.The ideal candidate should possess strong organisational skills, attention to...

About the RoleWe are seeking an experienced Administrative Support Specialist to join our team in Penrith. This is a fantastic opportunity for someone looking to work closely with financial planners, paraplanners, and other professionals to deliver exceptional client service.The successful candidate will be responsible for providing administrative support to...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering...

Your new company Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of...

Hays Accounts and Finance is proud to partner with a leading Chartered Financial Planning firm in the area. With a strong reputation built on referrals and word of mouth, they offer a unique opportunity for a motivated individual to join their small team. As a Fiscial Services Administrator/Paraplanner, you will work closely with the team and contribute to...

We are seeking a highly organised and motivated Receptionist Administrator to join our client's small team in Penrith. The successful candidate will work closely with Paraplanners, Accountants, Financial Planners, and Compliance specialists to provide holistic financial planning for clients.Job ResponsibilitiesThe key responsibilities of this role...