Paraplanner - Lancashire The purpose of the role:- To predominantly support office operation by providing administration support and some para-planning services - To support the Technical Supervisor and the administration team with their duties. - To provide high quality bespoke financial planning reports on all aspects of financial planning to Partners - Production of reports/suitability letters from fact find information. - To have a pro-active approach to all activities carried out. - To ensure new business is followed through to completion following reports sent to clients. -...

Credit Controller - Burnley, North West Credit Controller The company: Our client is established in their market and has an excellent reputation and client base. They have been rapidly growing over recent years and have continued growth plans for the future. They supply to some of the leading food producer and retailers in the UK who value our client’s high quality products, fast turnaround and friendly service. They are currently looking to add a Credit Controller to their team. This is an excellent opportunity to join a vibrant company with a strong desire to grow over the coming...

IFA - Chartered Accountancy practice - Preston, Lancashire One of the largest Chartered Accountancy practices in the North West, our client has a well-established IFA division offering high quality financial planning advice to their personal and corporate clients. Following ongoing growth they now require an additional advisor to work from their Preston office. The position will entail building strong working relationships with the firm's accountancy partners in order to develop ongoing leads, whilst also dealing with existing clients. Candidates will also be expected to develop their...

Credit Control / Ledger Clerk - Lancashire, North West Due to an internal restructure and new acquisitions we are looking to recruit a Credit Control / Ledger Clerk for our client company who is a global leader in their field of manufacturing. The Brief: Chase and collection process of all overdue debt Main Duties: • Opening up of new accounts and setting up on the Group systems (including credit searches etc) • Take payments by credit / debit cards • Allocation of payments • Answer inbound telephone calls from other branches / departments • Cover for clerical assistants...

Corporate Administrator - Preston, Lancashire A superb opportunity has arisen with one of the UK’s leading financial practices in Birmingham for a corporate administrator. Job Purpose To provide a complete administration service for advisers. Delivering a high level of technical support, to assist them in the procurement and processing of new business and the servicing of existing corporate clients. To adhere to strict FSA regulations and internal policies and procedures. They provide independent financial advice to corporate clients on a range of Employee Benefits, primarily,...

Lead Generator - Adlington, Lancashire My client, a large Debt management company based in Adlington, Chorley is looking to recruit a number of Lead Generators, to join their existing team. Role Summary The main purpose of the role is to make outbound calls to people who have made enquiries through various sources and may require help and advice on serious debt problems. This will include discussing their financial details and advising customers on how best to proceed with their individual debt problems, whilst maximising up and cross sell opportunities. The position is for outbound...

Consultant Administrator - Preston, Lancashire My Client a well established financial services company are now looking to recruit for an experienced consultant administrator. You will be expected to deliver a high level of technical support for the Consultant, to assist them in the procurement and processing of new business and the servicing of existing clients and to adhere to strict FSA regulations and internal policy and procedure. The ideal candidate will have a good working knowledge of all Microsoft office applications particularly Word and Excel, and will be able to demonstrate a...

Financial Advisors Blackburn - Blackburn, Lancashire We are involved in a unique, respectable and rapidly growing financial niche market. Commercial clients are amazed at the financial benefits we can achieve for them in a very short time, and consequently we have a truly exceptional take-up rate. The business started just 2 years ago and such is the popularity of this service that we will have national coverage within the next 12 months. We are looking for highly motivated professionals with an ability to understand financial services. Previous experience in the financial services...

Accounts Asst / Book Keeper - Blackburn, Lancashire I am currently recruiting for a small, but highly successful service company in Blackburn which is looking to recruit a dedicated and enthusiastic Accounts Assistant / Book-Keeper. Reporting to the Managing Director the company is looking for someone to completely handle the company accounts, process payroll, credit control and various ad hoc duties as required. They have historically used an external Accountancy Practice but have decided to bring the function in-house. Previous experience within a similar role is essential. In return...

Part Time-Accounts Asst / Book-Keeper - Blackburn, Lancashire I am currently recruiting for a small, but highly successful service company in Blackburn which is looking to recruit a dedicated and enthusiastic Accounts Assistant / Book-Keeper on a part-time basis. The company require somebody to work 3 days per week of your choice. Reporting to the Managing Director the company is looking for someone to completely handle the company accounts, process payroll, credit control and various ad hoc duties as required. They have historically used an external Accountancy Practice but have decided...