MCGREGOR RECRUITMENT

Responsibility

• attending some plannings to take relevant notes and gain knowledge
• processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA in an accurate manner – through to completion
• covering reception duties such as post, telephone calls, emails, greeting and welcoming clients and liaison with 3rd party providers
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• obtaining illustrations and gathering product information from providers
• preparation of client valuations

Requirements

• experience of working within Financial Services or Wealth Management would be desirable
• experience of working within Financial Services or Wealth Management
• excellent communication skills
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• good telephone manner
• experience of in house systems including Wrap/Platforms
• our client is a very well-established Financial Services/ Wealth Management company who have offices across the UK and across Europe
• used to working in a team
• keen interest in Financial Services
• this role would suit someone who enjoys Administrative work and is happy to commit to a role long term
• good attention to details
• ability to work in a team
• you will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner
• the role will be busy and interesting and you will be based within a supportive and friendly team
• they work with a variety of clients and are now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management and looking for the next step in their career
• the successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients

Trade

• banking & Finance
• Banking & Finance

Earnings for position financial services administrator

Responsibility

• responsibility for creation of new bills of materials and manipulation of existing bills

Requirements

• degree or equivalent professional experience in a STEM subject or role
• experience in a mechanical assembly using hand and electric tools
• experience of 3D CAD modelling and technical drawing
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• ability to manage multiple projects and work under pressure
• understanding of safe working practices and using PPE
• good communication and interpersonal skills
• well-motivated and able to work independently and part of a team

Benefits

• company car

Earnings for position design engineer

Responsibility

• organising all documentation prior to the 6 months review meetings – checking all client files are updated accordingly
• organising all client meetings – booking rooms, organising refreshments, typing agendas and notes for the meetings
• responsible for managing the “change of adviser” process – updating systems and ensure all parties are kept informed of these changes
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• attending client meetings with the financial advisers and making notes throughout the meetings – making accurate notes on client files once meetings are concluded
• responsible for preparing and sending all paperwork directly to clients on behalf of the adviser

Requirements

• good administrative experience and IT skills
• confident and polite telephone manner
• happy working in a team
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• excellent organisational skills with the ability to prioritise and multitask
• good attention to detail
• ability to handle confidential information with discretion at all times
• customer service: 1 year
• administrative experience: 1 year

Earnings for position administrator

Responsibility

• tax planning – ISA and Pension contributions, CGT planning and tax wrapper selection
• individual funds reviews and portfolio reviews. Review fund selection and identify fund switches. Review portfolios to identify product sales and purchases
• estate planning: inheritance tax and trust planning
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• responsible for obtaining the necessary information to complete analysis and compile reports
• utilise various planning and research systems on a daily basis
• prepare clear investment strategy and recommendation reports, ensuring adherence with regulatory standards for review by the financial planner

Requirements

• stockport, SK4 1HJ: reliably commute or plan to relocate before starting work

Benefits

• company car

Earnings for position paraplanner

Responsibility

• financial Leadership: Provide strategic financial leadership and support to the FD and the executive team
• financial Reporting: Prepare and present accurate and timely financial reports, including monthly management reports, forecasting, and variance analysis
• risk Management: Identify and manage financial risks, implementing appropriate strategies to mitigate them
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• cash Flow Management: Manage cash flow and optimize working capital
• cost Control: Oversee cost management initiatives to improve efficiency and profitability
• financial Compliance: Ensure compliance with financial regulations and reporting requirements
• team Management: Lead and develop the finance team, fostering a culture of excellence and continuous improvement

Requirements

• financial or Management Accounting qualification would be a plus
• proven experience as a Finance Manager or in a similar senior finance role
• strong knowledge of financial regulations and accounting principles
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• excellent leadership and interpersonal skills
• proficient in financial software and MS Office
• analytical mindset and strategic thinking
• effective communication and presentation skills

Earnings for position head of finance