Finance Jobs in Knutsford

Our client is a Chartered Financial Planning practice with an exceptional reputation for the quality of advice it provides to its loyal client base. In order to provide the best possible technical resource to its fee earners it is now looking to recruit an additional senior paraplanner to join their successful team.

The role itself will focus on providing paraplanning support to the organisation's IFAs and therefore will require individuals with a first-class level of technical knowledge across pensions, investments and tax mitigation, superb report writing skills and a highly professional approach. This is particularly significant given...

Paraplanner
Knutsford

Up to £30,000 pa

Our client is a dynamic and entrepreneurial business in the wealth management market who specialise in pensions, investments and protection. Due to growth they are now seeking a Paraplanner to join their vibrant team.

Key duties will include:
- Supporting the advisory team in respect of technical client queries
- Providing client reports including suitability and financial planning reports
- Technical client research
- Analysis, research and preparation for client reviews
- Preparing presentations on topics such as pension transfers, inheritance tax planning etc...

An exciting opportunity has arisen to join a newly established International Bank during an exciting period of growth. The Bank is seeking a Settlements Officer to join their Operations and Settlements Department.

The ideal Settlements Officer should have excellent numerical and organisational skills; have accurate keyboard skills along with a professional and courteous telephone manner. Working within a team of 12, the Settlements Officer will be responsible for accurate and timely execution and delivery of Customer and Bank transactions, working to SLA’s and dealing with both inward and outward payments.

He / She will ensure...

An exciting opportunity has arisen to join a newly established International Bank during an exciting period of growth. The Bank is seeking a Client Accounts Administrator to join their Operations and Settlements Department.

The ideal Client Accounts Administrator should have excellent numerical and organisational skills; have accurate keyboard skills along with a professional and courteous telephone manner. Working within a team of 12, the Settlements Officer will be responsible for accurate and timely execution and delivery of Customer and Bank transactions, working to SLA’s and dealing with both inward and outward payments.

An incredibly exciting opportunity has arisen within an expanding and reputable financial company based in Altrincham. My client is looking for motivated and driven Sales/Customer Service Candidates.

The main duties will consist of:
*Contacting customers through warm leads who have already been introduced to the company
*Ability to obtain information to identify the best solutions for all customers
*Ability to discuss and input key financial information to a high standard to ensure customers packs are processed seamlessly
*Ensure individual daily targets are achieved and exceeded

Skills required:
*Proven experience...

Job Title: Insolvency Administrator

Report to: IVA Manager

Role: The Supervision Department is responsible for the administration of an IVA from approval to complete/failure. An IVA Administrator will work on all aspects of post appointment work on a rotation basis

Skills Requirement:

ADMINISTRATION AND GENERAL

Set diary events - chase signed chairman's report, signed RX1 form
Answer calls and queries
Action post
Wage slip reviews
Maintain filing
Work to targets and deadlines set against anticipated productivity.
Maintain minimum standard quality requirement

ANNUAL REVIEWS...

THIS IS AN EXCELLENT, RARE & UNIQUE OPPORTUNITY FOR AN EXPERIENCED IFA / FINANCIAL ADVISOR

Our Client Operates within the IFA & Mortgage Market. They are looking to meet with an Experienced IFA / Financial Advisor to help develop their Rapidly Expanding Business.

The Role:

Will Operate from the Main Office and is Desk Based. Our Client is looking for an Individual who has good knowledge and Experience of Selling & Advising on Pension & Investment Products. Our Client also has a Client Bank in Excess of 25,000 and you would be expected to work on this and develop further. Our Client has also recently been Appointed by a Major...

Our clients, a leading Finance Broker are currently recruiting Customer Sales Associates to work in their luxury new offices in Heald Green.

Sales Associates will be the first point of contact for customers from a variety of sources, completing loan applications and selling the most appropriate loan product from our panel of lenders. Working with some of the biggest names in the Financial Industry, you must have an excellent telephone manner and be professional at all times.

Key Tasks

*Promote and appropriately sell our products and services
*Accurately take loan applications through warm outbound calls
*Establish...

Exchange Street is currently working with a growing IFA practice in Cheshire as they look to continue a dynamic development strategy within the next 12 months. As part of this strategy they are currently looking to recruit an additional Paraplanner to join the team on a part time basis.

Providing a comprehensive degree of support to the company's fee earners, it is imperative that applicants have previous experience within an IFA practice and be extremely proficient at compiling research and writing complex reports in a timely fashion.

The firm offers a fully independent, wealth management service therefore a thorough understanding...

Recruitment Consultant - Accountancy and Finance

My clients are a prestigious Recruitment Company with offices across the UK and Europe. Established for over 20 years, their professional approach has led to massive growth and expansion. Specialising within the IT and Finance sectors they are now looking to increase their Manchester branch and are looking for an experienced Accountancy and Finance consultant. Becoming part of a national and international team you will be required to have a high degree of professionalism and have market awareness within the accountancy and finance.

As an Accountancy and Finance Recruitment...

ADMINISTRATOR

Locations: Altrincham, Cheshire

Established will writing and estate planning firm are now seeking great administrators to support their vastly growing team.

The Role

• Data input into your own assigned database
• Great career prospects!
• Wage progression for good performers!
• Flexible office hours!
• 3 months in house training provided.
• Immediate start!!!

The Person

Will have great telephone manner, be intelligent; professional and experience using Excel

Sales experience is desirable as well as any business or finance related qualifications...

My client is currently looking for an experienced Paraplanner to join their team in Altrincham.

THE ROLE

oProvide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
oThe production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants
oProvide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director.
oProvide technical support and back up...

My client based in the Cheshire area (Altrincham) are recruiting for a Senior Payroll individual to join their financial services company.

You will be working for one of the market leaders in their industry, and have ideally come from a recruitment background being held responsible for the payroll for contractors/temporary workers.

The role is extremely fast paced and requires someone who has excellent communication skills, both written and oral. You must be a confident team player, happy to work amongst a busy team, work towards deadlines and time-scales, and be the main point of contact for all payroll questions.

There...

An opportunity has arisen for a Sales Advisor / Business Development Executive to join our clients company, a long established contract hire and leasing intermediary in the North-West. This role would suit someone with a drive to succeed and the desire to further their sales career and earning potential.

As a Sales Advisor / Business Development Executive you will be responsible for selling the company's leasing and hire services to a wide range of both business clients and private individuals, throughout the UK.

Your role will involve following up sales leads, from databases and incoming enquiries, dealing with them throughout...

Not a traditional Credit Control vacancy, this is a brand new position created due to the growth of the business. The client base is diverse and has large complex accounts across several global regions. This is a rapidly expanding department within a dynamic area of the business and will require someone with experience of a Business to Business environment to fill this challenging role.
As well as the usual technical skills associated with a Credit Controller, the successful candidate will be able to show that they have excellent communication skills, both written and verbal. A key factor to success in this role is the ability to build...

A fantastic opportunity has arisen for a Pay Per Click Account Manager to join the team of a Customer Service Department within a Digital Marketing Company based in Altincham, Cheshire. In return you will receive a salary of up to £25,000 pa.

This is an Account Management position working as part of the MPPC team. Your role is to ensure a portfolio of accounts is managed effectively by maintaining business relationships to maximize internet marketing opportunities with a focus on quality and the customer experience.

Your duties as PPC Account Manager will include:
• To proactively manage all customer accounts, in order to maximise...

My client are currently looking to recruit an administrator to work on an ongoing temporary basis in their busy offices in Wilmslow.
You will be responsible for the accurate input of client information onto their website, therefore you must have excellent written and verbal communication skills, a good eye for detail and fast and accurate typing skills. You will also be carrying out other general administrative tasks as necessary such as photocopying, filing, emailing, dealing with queries etc.
You will be responsible for ensuring that the information inputted is correct and this would involve calling clients to clarify the information...

Financial Controller
Holmes Chapel, Cheshire

Fine Décor Wall coverings is a manufacturer of high quality wall coverings, based in the heart of Cheshire, catering for the needs at all levels of the market, from mass volume retailers, to high end premium convertors, both in the UK and around the world, producing wall coverings and borders for many leading household brands.

The successful candidate will be required to manage the accounts team, being responsible for appraisals, training requirements, team kpi’s, discipline etc, as well as manage the accounting function and provide accounting support to the local management team...

Working for a fantastic company based in Manchester, this permanent position is an excellent opportunity for someone with previous sales experience to thrive and grow for an ever expanding financial company.
You will be first point of contact for customers from a variety of sources within the finance industry. Offering a high level of service the role holder will maximise the income generation for each potential customer and sell the loan or associated products in a professional manner providing quotations on loan products where available
Key Tasks
? To promote and appropriately sell the products and services of the company
? To accurately...

Working for a fantastic company based in Manchester, this permanent position is an excellent opportunity for someone with previous customer service and warms sales experience to thrive and grow for an ever expanding financial company.
You will be first point of contact for customers from a variety of sources within the finance industry. Offering a high level of service the role holder will maximise the income generation for each potential customer and up-sell the loan or associated products in a professional manner providing a fantastic service where available
Key Tasks
* To promote the products and services of the company
* To accurately...