104 Finance Jobs in Feldy Green(Financial Services)

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Paraplanner

Paraplanner

5 days ago by Ortus PSR

The Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files. They are a leader in lifelong financial planning, offering be...

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IFA Administrator

IFA Administrator

1 week ago by NJR Recruitment

CLIENT SERVICES ADMINISTRATOR - Pensions & Investments Location : Knutsford Salary: Up to 28,000 NJR Recruitment is working in Partnership with unique and modern firm of HNW Wealth Planners. Having been awarded 'Chartered' status from the Chartered I...

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Paraplanner

Paraplanner

1 week ago by enable Recruitment

Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike. If you are a meticulous Paraplanner with a passion for li...

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Financial Planning Administrator / PA

Financial Planning Administrator / PA

30 August by mbf.

Job Title: Financial Planning Administrator / PA Location: Sale, Greater Manchester Company: Independent Financial Advisors About Us: Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded d...

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Junior Paraplanner

Junior Paraplanner

30 August by mbf.

Job Title: Junior Paraplanner Location: Sale, Greater Manchester Company: Independent Financial Advisors About Us: Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 ...

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Paraplanner

Paraplanner

30 August by mbf.

Job Title: Paraplanner Location: Sale, Greater Manchester Company: Independent Financial Advisors About Us: Our client is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemi...

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Mortgage Paraplanner

Mortgage Paraplanner

The Role A highly motivated individual with a passion for maximising our customer experience. Delivering excellent customer service dealing with customer's queries to successful conclusion. Must have a 'can do' attitude with proven ability to achieve...

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SIPP Administrators

SIPP Administrators

Meraki Talent are delighted to be supporting a Pension Client who are looking to make a number of hires for SIPP Administrators. Due to continued growth, our client are eager to speak with experienced SIPP Administrators to join an existing team. Wor...

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Financial Services Account Manager - Capital Allowance

Financial Services Account Manager - Capital Allowance

Fast growing business to business Financial Services Business requires Client Manager/Business Analyst for their growing team. This is yet another new role due to growth, this time the role concentrates around Capital Allowance Tax, still looking for...

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Mortgage Paraplanner

Mortgage Paraplanner

29 August by RecruitedUK Limited

We are delighted to be working with this well established and highly regarded mortgage brokerage in Warrington. They are now looking to expand their operational team and are looking for a Mortgage Paraplanner to join them. As a Mortgage Paraplanner, ...

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Senior Paraplanner

Senior Paraplanner

29 August by Ortus PSR

Join Our Elite Team as a Senior Paraplanner working 1-2-1 with the Lead director crafting Holistic Financial Plans for HNW / UHNW clients. You will be training to become a Financial Advisor taking on HNW clients in the portfolio as you develop your s...

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Mortgage Advisor - Warm Enquiries From Introducers & Existing Clients

Mortgage Advisor - Warm Enquiries From Introducers & Existing Clients

Mortgage & Protection Advisor - Hybrid - Chester Office Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This hig...

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Senior Paraplanner

Senior Paraplanner

My client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques ...

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Case Manager

Case Manager

28 August by DEFC Group

Are you a highly organised, customer focused individual looking to break into the Specialist Finance sector and build a solid career? We are working with one of the leading providers of Short Term Property Finance in the North of England, who are loo...

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Junior Paraplanner

Junior Paraplanner

Eventus Recruitment are seeking a full-time permanent Junior Paraplanner to join a successful IFA / Financial Planning business based in Altrincham, Greater Manchester. This is a great opportunity to join a team of professionals who are committed to ...

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IFA Administrator

IFA Administrator

Our award winning Knutsford based client are looking to appoint an IFA Administrator to join their team on a permanent basis. You will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working envir...

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Payroll Assistant

Payroll Assistant

22 August by Jobwise Ltd

Are you an experienced Payroll Administrator / Payroll Specialist looking to take the next step in your career? We have an exciting opportunity, based close to Altrincham Town Centre, reporting directly into the Head of Finance. As a Payroll Administ...

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Chartered Financial Planner

Chartered Financial Planner

Your new company An exciting opportunity has arisen within a very well established and progressive IFA practice for an experienced Financial Adviser / Financial Planner who is seeking a long-term career move. The firm has a very friendly, inclusive w...

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Financial Services Administrator

Financial Services Administrator

21 August by Heat Recruitment

Role: Financial Services Administrator Location: Northwich Salary: Up to 29,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in pro...

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Senior Administrator

Senior Administrator

21 August by Adecco

Location: Sale Salary: 25,000 - 26,000 Permanent As a member of the team, you will be expected to: Day to day administration of SIPPs Process new business applications through to completion Complete transfers in and investment applications Process pa...

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Development Underwriter

Development Underwriter

General Purpose: To support the company’s growth objectives by proactively underwriting development cases, including ground-up builds, from enquiry through to completion. This role ensures that all development cases are underwritten in accordance wit...

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Bridging Loan Underwriter

Bridging Loan Underwriter

General Purpose: To support the company’s growth objectives by proactively underwriting Bridging loans from enquiry through to completion. This role ensures that all cases are processed in line with company policy, product criteria, and industry stan...

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Mortgage Adviser

Mortgage Adviser

20 August by CareerStone

33 - 35k basic salary DOE, 75k OTE Hybrid role: office-based 3 days a week, home-based 2 days a week. Other benefits include: Company pension Employee discount Health & well-being programme Life insurance Private dental insurance Private medical insu...

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Receptionist / Client Administrator - Financial Advising Firm

Receptionist / Client Administrator - Financial Advising Firm

20 August by NJR Recruitment

Receptionist / Client Administrator - Financial Advising Firm Location | Altrincham Salary | Up to 25,000 A Financial Services Administrator is required to work for our Clients, a respected and growing firm of Financial Advisers. With three offices b...

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