You could be the recipient of up to £30k per annum, comprehensive benefits, and opportunities for further growth... Don't hesitate to apply if you have experience in finance administration
Join Sterling Event Group, a leading technical event production company in Manchester, as our new Finance Administrator.
As Financial Planning Support you will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar fashion, who is happy liaising with clients on a daily basis over the phone.
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This is a great job opportunity to join an established and successful company with big growth plans.
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This is a great job opportunity to join an established and successful company.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Have an understanding of 3rd party providers platforms and processing times.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
General
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.
Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To assist Paraplanners and Advisers with the processing of cases.
To provide an effective and efficient administration service to the Advisers and Head Office as required.