Financial Planning Assistant
2 weeks ago
Financial Planning Administrator – Opportunity The opportunity for a Financial Planning Administrator to join a well‑established Financial Services Practice in Chester which provides a highly personalised financial planning service. During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. Key Responsibilities Preparation of existing client valuations/files for review meetings Processing new business submission for investments, pensions and protection Obtaining illustrations and product information from providers Liaising with clients, prospective clients and product providers by phone, email and post Benefits Pension Scheme – employer contribution matched up to 7% Personal development – structured training and development plan. 24 days holiday (including Christmas shutdown) + bank holidays Free on‑site parking. How to Apply Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. #J-18808-Ljbffr
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Financial Planning Assistant
1 week ago
Chester, United Kingdom Eden Rose Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...
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Financial Planning Assistant
7 days ago
Chester, United Kingdom Eden Rose Full timeThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...
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Financial Planning Assistant
2 weeks ago
Chester, Cheshire, United Kingdom Eden Rose Full time £20,000 - £35,000 per yearThe opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Chester which provides a highly personalised financial planning service.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial...
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Financial Advisor
2 weeks ago
Chester, United Kingdom Financial Fortress Full time**Job description** Job Title: Independent Financial Adviser Company: Financial Fortress Ltd Location: Chester (ability to work across the whole of the UK is available) **Salary**: Competitive, commensurate with experience Job Description: We are seeking experienced and motivated Independent Financial Advisers to join our friendly team. In this role,...
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Financial Planning Administrator
2 weeks ago
Chester, Cheshire, United Kingdom Fram Search Full timeFram are working with a boutique independent IFA in Cheshire. They are seeking a Financial Planning Support administrator to work 121 with a Financial Advisor and Paraplanner. The role is to assist the financial Planner in various aspects of their day-to-day operations, ensuring that client administration needs are met efficiently and that regulatory...
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Paraplanner
12 hours ago
Chester, Cheshire, United Kingdom Cestrian Financial Planning Services Limited Full timeParaplanner – Chester, North WestCompany: Cestrian Financial Planning Services LtdAbout the FirmWe're a long-established Chartered Independent Financial Advisory practice based in Chester, with over 40 years of experience. Our focus is on delivering thoughtful, ethical financial planning with the client's best interests at the core of everything we...
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Financial Planning Assistant – Admin
2 weeks ago
Chester, United Kingdom Eden Rose Full timeA well-established Financial Services Practice in Chester is seeking a Financial Planning Administrator to provide high-quality technical administration and analytical support to Financial Planners. The role includes preparing client valuations, processing new business, and liaising with clients and product providers. The position offers a structured...
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Chester, United Kingdom Widener University Full timeWidener University is currently seeking a Director of Financial Planning & Strategic Analysis. Reporting to the Associate Vice President the Director will be responsible for supporting the universitys long-term strategic financial planning annual operating and capital budget processes and analytic reviews of the universitys academic programs as well as new...
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Chester, United Kingdom Widener University Full timeWidener University is currently seeking a Director of Financial Planning & Strategic Analysis. Reporting to the Associate Vice President, the Director will be responsible for supporting the university’s long-term strategic financial planning, annual operating and capital budget processes, and analytic reviews of the university’s academic programs as well...
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Financial Planning and Analysis Manager
1 week ago
Chester, Cheshire, United Kingdom GARY CHAPLIN LTD Full time £90,000 - £1,500,000 per yearEntrepreneurial Consumer Services Groupc.£70,000 + Attractive PackageAn entrepreneurial, high-growth consumer services group is seeking an ambitious, commercially astute, and technically strong Senior FP&A Manager. This is a newly created senior leadership opportunity for an experienced finance professional to play a pivotal role in a period of rapid...