My client is currently seeking an experienced Senior Financial Planner to join their team and provide expert advice to a well-established client bank of High Net Worth individuals on the Fylde Coast. This portfolio consists of long-standing, loyal clients who value their trusted approach. The role has arisen due to the retirement of a senior planner, presenting an excellent opportunity for an ambitious professional to step into a key position. Key Responsibilities Deliver comprehensive financial planning and wealth management advice to a client bank of up to £50m in assets. Maintain and strengthen relationships with existing clients, ensuring exceptional service and tailored solutions. Take a proactive approach to prospecting and engaging potential clients in line with the Apogee business plan. Communicate complex financial solutions clearly and effectively, ensuring clients fully understand the benefits. Continue to develop and forge strong relationships with clients,...

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards To work closely with the aligned Financial Planners to deliver excellent client outcomes To build relationships with clients and maintain regular contact Maintain back-office systems and client records in line with the company policies Request policy information from third party policy providers if applicable Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Proven...

Are you an experienced Accounts Payable Administrator, who is looking to work in a fast paced, global, market leading company? Here at Innovative Technology, we have an excellent opportunity for an Accounts Payable person to join our talented office-based Finance team at our global head office in Oldham, Greater Manchester. The Accounts Payable Administrator role overview: We are looking for a detail-oriented finance professional to manage the end-to-end purchase ledger process. You will be responsible for ensuring all supplier invoices are accurately matched, coded, and paid, while maintaining strong relationships with both internal and external partners. Your Responsibilities: Manage the full invoice lifecycle from receipt to payment using Syspro ERP, ensuring all invoices are matched Complete daily reconciliations for GBP, EUR, and USD accounts; investigate anomalies and post cash book journals and pro-forma payments Arrange and complete manual payment via...