We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.
An exciting opportunity has arisen for a Finance Assistant to join a leading global leading organisation.
Join a leading global partner
With over 5,000 employees globally, our client is renowned for developing sustainable, economical, digital solutions that truly meet the needs of their global clients.
We're proud to be exclusively partnering with a leading professional services company in the heart of Manchester City Centre who are now looking to recruit an experienced Accounts Assistant / Finance Assistant to join the team.
Currently working with an exiciting client within the Fashion Industry who have an exiciting opportunity for a Junior Accounts Assistant to join their team.
Based around South Manchester - our client is offering study support / 1 day at home a week and flexibility across working hours.
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.