Senior Financial Planning Coordinator

3 weeks ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
Job Overview

Bond Rec is seeking a highly skilled and experienced Paraplanner to join our team. As an Experienced Paraplanning Professional, you will play a vital role in supporting Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.

The ideal candidate will have a broad knowledge and enthusiasm for the financial services world, as well as a high level of technical knowledge about financial products and services.

This office-based role requires some local travelling for training courses and presentations. The estimated salary for this position is £50,000 per annum.

Key Responsibilities
  • Collate information to support recommendations for clients.
  • Prepare suitability reports to ensure client files are compliant.
  • Undertake research to identify suitable solutions for clients.
Requirements
  • An appreciation and understanding of the Financial Planning process.
  • A high level of technical knowledge about financial products and services.
  • Excellent inter-personal skills, both written and verbal.
  • Ability to work independently and in a team.


  • Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Job OverviewWe are seeking a highly skilled Finance Manager to join our team at Equilibrium Financial Planning. As a key member of our Finance and Insight team, you will play a vital role in maintaining accurate financial records, tracking performance, and preparing financial statements.This is an excellent opportunity for a qualified accountant...


  • Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Job Description:The role of a Financial Manager at Equilibrium Financial Planning involves maintaining accurate financial records, ensuring all financial transactions are properly recorded in the accounting system. This includes developing and overseeing financial systems and procedures, identifying opportunities for improvement.A key aspect of this position...

  • Senior Accountant

    3 weeks ago


    Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    About the Company:Equilibrium Financial Planning is a leading provider of financial planning services, dedicated to making people's lives better. Our team is passionate about delivering high-quality financial solutions to our clients.About the Role:We are seeking an experienced Finance Manager to join our team. As a key member of the team, you will be...


  • Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time

    Key ResponsibilitiesMaintain accurate financial records, ensuring all financial transactions are properly recorded in the accounting system.Develop and oversee financial systems and procedures, identifying opportunities for improvement.Maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code...


  • Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full time

    Job Title:Senior Financial Planning SpecialistCompensation Package:Salary: Up to £45,000 per annumContract Details:Fixed-Term Contract (12 months) with potential for extensionWork Arrangement:Hybrid: 2 days office-based in South Manchester, 3 days remote work from homeDescription:Talent Recruitment Group Ltd seeks a highly skilled Senior Financial Planning...


  • Wilmslow, Cheshire East, United Kingdom Penguin Recruitment Full time

    Spatial Planning Coordinators play a vital role in shaping the future of communities by developing and implementing plans that balance economic growth, environmental sustainability, and social equity.About the RolePenguin Recruitment is seeking a Spatial Planning Coordinator to join our team. As a Spatial Planning Coordinator, you will work closely with our...


  • Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full time

    Job DescriptionWe are currently seeking a highly skilled Commercial Finance Analyst to join our team on a 12-month fixed-term contract.The successful candidate will possess excellent financial planning and analysis skills, with the ability to provide high-quality support to senior management.Key Responsibilities:Providing accurate and timely financial...


  • Wilmslow, Cheshire East, United Kingdom Fintelligent Search Full time

    Financial Services Coordinator\Fintelligent Search is looking for an experienced Financial Services Coordinator to join our team in Wilmslow.\As a Financial Services Coordinator, you will be responsible for providing administrative support to our financial services team.\About the Role:\\Provide administrative support to the financial services team.\Manage...


  • Wilmslow, Cheshire East, United Kingdom Citation Ltd Full time

    Exciting Opportunity for a Financial Transaction CoordinatorCitation Ltd, a leading provider of Health and Safety, HR, Employment Law and ISO Services, is seeking an experienced Financial Transaction Coordinator to join our busy Credit Control team at our Head Office.The role involves providing administrative support to the Credit Control team, including...


  • Wilmslow, Cheshire East, United Kingdom Axon Moore Full time

    Job Summary: Axon Moore is seeking a Commercial Finance Manager to join our team in Stockport. This is a full-time, permanent position with a salary of £65k. As a Commercial Finance Manager, you'll play a critical role in driving business growth and success. Your primary responsibilities will include:Providing financial planning and analysis support to...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job DescriptionWe are seeking an experienced Financial Planning Specialist to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products,...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Job Title: ParaplannerAn experienced financial professional is required to support financial planners and staff in advising clients on financial strategies, plans, products, and investments.The role involves general accountabilities such as adhering to the Financial Services and Markets Act 2000, following compliance procedures, and maintaining detailed...


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    We are seeking a skilled Paraplanner to support our team of Financial Planners at Medlock Partners Ltd in Stockport. As a key member of our team, you will assist consultants in researching and analyzing client needs and objectives.The ideal candidate will have experience in dealing with aspects of financial advice, including Inheritance Tax Planning, Trusts,...


  • Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full time

    Job Description:We are seeking a qualified Financial Planning Specialist to join our team at Resourcery Group. As a Management Accountant, you will play a key role in producing group management account packs and providing commercial input to drive change and develop reporting processes.Main duties include preparing and presenting monthly management accounts,...


  • Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full time

    Company OverviewTalent Recruitment Group Ltd is a well-established retail brand seeking a highly skilled Commercial Finance Analyst to join their team on a 12-month fixed-term contract.The ideal candidate will possess excellent financial planning and analysis skills, with the ability to provide high-quality support to senior management.The role offers an...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Role OverviewBond Recruitment is delighted to be recruiting for a skilled Paraplanning Professional on behalf of our client, a leading IFA practice in the region.The role involves providing support to Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.Key...


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    About the RoleWe are a leading independent financial planning firm based in Stockport, seeking a skilled Financial Planning Assistant to support our consultants in providing high-quality financial advice to clients.Company OverviewOur company prides itself on its progressive approach to financial planning, delivering bespoke solutions that meet the unique...


  • Wilmslow, Cheshire East, United Kingdom 2M Employment Solutions Limited Full time

    Job Title: Financial Operations CoordinatorLocation: Remote or WilmslowOur company, 2M Employment Solutions Limited, is seeking a highly organized and detail-oriented Financial Operations Coordinator to join our Credit Control team. As a key member of our team, you will be responsible for providing administrative support and ensuring the smooth operation of...


  • Wilmslow, Cheshire East, United Kingdom Austin Fraser Full time

    Job Title: Financial Planning AdvisorEstimated Salary: £50,000 - £70,000 per annum.About the Role:We are seeking a skilled Financial Planning Advisor to join our mortgage advisory team. The successful candidate will be responsible for providing expert advice on mortgage and protection products, generating new business opportunities, and maintaining strong...


  • Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full time

    We are seeking a talented Paraplanner to join our team at Ferguson Dean, a respected Chartered Financial Planning practice in Shrewsbury. As a key player in our team, you will provide technical support to Advisers and develop a portfolio of clients.The ideal candidate will have experience in paraplanning and technical support, ideally holding a CII Dip or...