Senior Financial Planning Strategist

1 month ago


Manchester, United Kingdom IDEX Consulting Full time
Job Overview

IDEX Consulting is seeking a highly skilled Senior Financial Planning Strategist to join our team in Manchester.

About the Role

The ideal candidate will have a Chartered status or equivalent qualification, with strong analytical skills and good knowledge of financial services. They should also be proficient in Microsoft Office Applications and possess excellent communication skills.

Responsibilities
  • Provide expert advice on retirement planning, tax, investment structuring, inheritance tax, and estate planning to clients.
  • Work closely with the Head of Financial Planning, Director of Investment Management, and the Financial Planning Team to support the investment team.
  • Develop and maintain strong relationships with clients, understanding their overall financial position and providing exceptional customer service.
  • Identify and report any potential risks that may impact clients or the firm's reputation.
Requirements
  • Chartered status or equivalent qualification.
  • Strong analytical skills and good knowledge of financial services.
  • Proficiency in Microsoft Office Applications.
  • Excellent communication skills.
Estimated Salary

£60,000 - £80,000 per annum, depending on experience.



  • Greater Manchester, United Kingdom Elite Employee Ltd Full time

    We are seeking a highly skilled and experienced Senior Financial Strategist to lead our financial planning and management efforts. Located in a major city, this role offers an estimated annual salary of $120,000.About the Role:Develop and implement comprehensive financial plans to drive business growth and profitability.Manage and oversee all financial...


  • Manchester, United Kingdom AFR Consulting Full time

    AFR Consulting, a well-established and highly profitable company, is seeking an ambitious Senior Financial Strategist to take over as eventual successor to the Finance Director. This carefully planned process will involve members of the current management team. Job DescriptionAs a key member of the management team, the Senior Financial Strategist will be...


  • Manchester, United Kingdom Veritas Partners Ltd Full time

    Job Title: Senior Financial Strategist£65,000 basic + car allowance + bonus + executive benefitsWe are seeking a highly skilled Senior Financial Strategist to join our dynamic team at Veritas Partners Ltd. As a key member of our leadership team, you will play a crucial role in driving business growth and profitability through strategic financial planning...


  • Manchester, United Kingdom Ascent Recruitment Limited Full time

    Job Title:Senior Financial StrategistAbout the Role:We are seeking a highly skilled Senior Financial Strategist to join our team at Ascent Recruitment Ltd. As the number 2 to an excellent CFO, this role offers a clear succession pathway and significant influence within the organisation.This is a pivotal leadership role, overseeing financial and commercial...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    About Us:Quilter Financial Planning is a renowned name in the financial services industry, providing expert guidance and support to individuals seeking a rewarding career as self-employed financial advisers.Our Story:We strive to empower ambitious individuals with a Level 4 qualification to transition into this fulfilling profession, fostering a culture of...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    Financial Planning Career OpportunityJoin us at Quilter Financial Planning as a self-employed financial adviser, where you will have the chance to build a fulfilling career and make a real difference in people's lives.About the JobIn this role, you will work closely with clients to understand their financial needs and provide expert advice and guidance. With...


  • Manchester, United Kingdom Hays Accounts and Finance Full time

    Job Title: Financial StrategistAbout the Role:We are seeking a highly skilled Financial Strategist to join our team at Hays Accounts and Finance. As a key member of our finance department, you will play a pivotal role in driving business decisions and shaping the financial strategy of the organization.Your Responsibilities:Partner with senior leaders to...


  • Manchester, United Kingdom Sharp Consultancy Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Strategist to join our team at Sharp Consultancy. This is a full-time, office-based position located on the outskirts of Manchester.The estimated salary for this role is £85,000 - £110,000 per annum, depending on experience.About the Role:This is a hands-on, strategic role that requires...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking ambitious individuals with a Level 4 qualification to embark on a rewarding career as self-employed financial advisers.This role offers flexibility for work-life balance and family commitments, excellent financial rewards with opportunities for advancement, and personal satisfaction and fulfillment through meaningful work.


  • Manchester, United Kingdom Marks Sattin Full time

    At Marks Sattin, we are seeking a highly skilled Financial Planning Strategist to drive our company's financial growth and operational efficiency. With an estimated annual salary of $120,000, this role is critical in developing and maintaining our financial planning processes, ensuring alignment with business objectives.Key Responsibilities:We require the...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    **About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. The ideal candidate will have a proven track record of success in financial planning and a strong understanding of investment and pension business.The estimated salary for this role is £50,000 - £70,000 per annum, depending on experience. As a...


  • Manchester, United Kingdom The Hut Group Full time

    Job OverviewThis Business Financial Strategist position is focused on driving business growth through strategic financial planning and analysis. The ideal candidate will have a deep understanding of financial markets and trends.You will work closely with senior management to develop and implement financial strategies that align with the company's overall...


  • Manchester, United Kingdom Vermelo RPO Full time

    Job Title: Chief Financial StrategistEstimated Salary: £70,000 - £100,000 per annumAt CV-Library, we are seeking a highly skilled Chief Financial Strategist to join our team in Manchester. As a key member of our finance department, you will play a pivotal role in shaping the financial strategy and direction of the company.Your primary responsibility will...


  • Manchester, United Kingdom Quilter Financial Planning Full time

    Job OpportunityWe are seeking an experienced Financial Services Professional to join our team at Quilter Financial Planning.This is a fantastic opportunity for a senior wealth adviser to work on an employed basis with one of our strategic partner firms, offering excellent remuneration terms and full paraplanning support.The estimated salary for this role is...


  • Manchester, United Kingdom Rescourcery Group Full time

    Financial Data Analyst and StrategistWe are seeking a skilled Financial Data Analyst and Strategist to join our team at Rescourcery Group in Manchester City Centre. This role is critical in providing insightful financial analysis and strategic recommendations to drive commercial excellence across our organisation.About the Role:The successful candidate will...


  • Manchester, United Kingdom Veritas Partners Ltd Full time

    Job Title: Senior Financial StrategistEstimated Salary: £65,000 basic + car allowance + bonus + executive benefitsAbout the Role:We are seeking an experienced Commercial Finance Director to join our team. Reporting to the Managing Director, this role is dual aspect, providing Financial Planning & Analysis (FP&A) for the business and commercial business...


  • Manchester, United Kingdom 1 2 3 Kuechen Full time

    We are seeking a Senior Financial Strategist to join our team at Director File, a Top 14 firm of chartered accountants and business advisers. Our ideal candidate will have the ability to deliver commercial and added value advice to clients without partner input.Key ResponsibilitiesTo manage a substantial portfolio in terms of fees and numbers of clients,...


  • Manchester, United Kingdom Agility Resoucing Full time

    Job Title: Senior Financial Strategist We are seeking a highly skilled Senior Financial Strategist to join our team at Agility Resoucing. As a key member of our finance department, you will play a crucial role in shaping our financial operations and driving business growth. About the Role: You will be responsible for managing all aspects of financial...


  • Manchester, United Kingdom Program Manager, EMEAAPAC Full time

    Job Title:Chief Financial StrategistAbout the Role:We are seeking a highly skilled Chief Financial Strategist to join our team in Manchester. As a key member of our finance function, you will be responsible for providing senior stakeholders with timely, detailed, and meaningful insights on business performance.The Position:This is a permanent, hybrid role...


  • Manchester, United Kingdom Bracken Recruitment Full time

    Job OverviewWe are seeking a Senior Financial Strategist to join our client, a forward-thinking Main Contractor based in the North West of England. The successful candidate will be responsible for developing and implementing financial strategies to drive business growth, while ensuring financial stability and compliance.Key Responsibilities:Developing and...