Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client is offering an exceptional package of company benefits (listed below)
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
A Financial Planning company based in North Manchester are looking for an experienced Client Support to join them and support the Financial Planners and work closely with the clients.
The role will see you utilise all the years' experience you have gained supporting Financial Planners, as the opportunity requires wraparound support from pre meeting support including the preparation of the meeting pack, existing valuations and the setting up of a new client files.
You can expect a salary to £35,000 for exceptional client support experience as well as some very good benefits.
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
Reporting to the General Manager, your role is to manage all aspects relating to finance, including financial analysis, cash flow projections, project management and invoicing.
A growing and highly respected organisation, our partner is passionate about excellent customer service, being an employer of choice and running as efficiently as possible.
Your responsibilities will include
Carrying out detailed financial analysis, both current and historical, to identify trends that can improve the business.
Elevation Senior Finance are partnering with a fast growing business in Doncaster as they look to recruit a Finance Manager
You will work closely with the Regional Financial Controller, contributing to strong financial controls; including providing financial management information to support decision making and future forecasting.
Responsibilities will include
Producing accurate and timely management accounts and forecasts.
Due to growth, they have a need for a Finance Manager to join the organisation in a newly created role.
The successful candidate will have a proven track record in working with various external stakeholders alongside a strong financial management skill-set.
Search are delighted to be partnering with a high growth professional services firm with a regional office based in Leeds city centre.