This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
Key Responsibilities
Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
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
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Financial Controller Altrincham (Hybrid) £75,000 - £85,000 (DOE), plus bonus, double pension, 25 days hol, staff disc, excellent career development Retail, e-commerce, consumer and wholesale
This is a chance to be a part of a rapidly growing PE backed international business.
Zachary Daniels Finance are proud to be exclusively partnering with this PE backed business at the early stages of a continued success and growth chapter, this company is linked with one of the world's most iconic brands.
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
Posted by Dickson O'Brien Associates • £75K/yr to £80K/yr
Our retained client in South Manchester are looking to recruit a Qualified Accountant as a Group Financial Controller on a 12 - 15 month contract to cover maternity leave.
Posted by Halecroft Recruitment • £35K/yr to £70K/yr
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection.
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire...
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.
Are you ready to make a mark in the finance sector?
Our client, a dynamic player in the Bridging and Development Finance industry, is on the lookout for a driven Senior Relationship Manager in Altrincham, England.
This role is perfect for someone eager to expand networks and build strong relationships with brokers.
Delighted to be once again working for this market leading business in the Trafford region, who are looking for an Assistant Finance Manager to join their international finance function.
You will also be responsible for assisting in the preparation of budgets.
Available due to internal promotion, his role will be to review, provide commentary and analyse the Management Accounts for different European entities, working closely with the Shared Service centre, and other stakeholders throughout the business.