Financial Planning Specialist

1 month ago


Chester, Cheshire, United Kingdom IDEX Consulting Full time

Job Title: Financial Planning Specialist

A high-calibre professional is sought to join IDEX Consulting in Chester. The successful candidate will design, develop, and implement comprehensive financial plans with a team of experienced financial advisers.

  • Prepare thorough analysis of client portfolios to inform investment decisions
  • Provide technical support to financial advisers, ensuring seamless delivery of services
  • Calculate income tax, IHT, and other taxes for clients
  • Collaborate with financial advisers to research and formulate suitable advice
  • Prepare detailed recommendation reports and supplementary documentation
  • Liaise with product providers, account managers, and clients to facilitate smooth transactions
  • Develop extensive knowledge of financial products and markets to provide expert guidance
  • Prior experience working in an Independent Financial Adviser practice is essential
  • Meticulous organisational skills and high standards of accuracy are crucial
  • Ability to prioritise tasks and meet deadlines in a fast-paced environment
  • Effective communication and interpersonal skills to work collaboratively with colleagues
  • Strong analytical and numerical skills to deliver precise results
  • Experience working as part of a dynamic team is highly valued
  • A minimum of Level 4 qualification preferred

Estimated Salary: £35,000 - £45,000 per annum depending on experience



  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Title: Financial Planning SpecialistLocation: ChesterThis role involves a variety of soft skills and experience. The successful candidate will be detail-oriented, with excellent analytical and problem-solving skills.About the Role:We are seeking a highly skilled and experienced Financial Planning Specialist to join our team on a fixed-term maternity...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Title: Financial Planning Specialist About the Company: We are a leading UK-based company in the luxury services sector. Our company values excellence and provides our employees with opportunities for growth and development. Job Summary: A detail-oriented Management Accountant is required to cover maternity leave on a fixed-term contract starting in...


  • Chester, Cheshire, United Kingdom First Financial Bank Full time

    Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at First Financial Bank. In this role, you will be responsible for developing and implementing investment strategies that meet the unique needs of our clients.The ideal candidate will have a strong background in finance and portfolio management, with a minimum of 3-5...


  • Chester, Cheshire, United Kingdom Agility Resoucing Full time

    Job SummaryWe are looking for a skilled Financial Planning Specialist to join our finance team at Agility Resourcing.The successful candidate will be responsible for providing timely, accurate and relevant financial information to the business.This role involves working collaboratively with the finance team to challenge processes and deliver automation where...


  • Chester, Cheshire, United Kingdom IDEX Consulting Full time

    **IDEX Consulting** is seeking an experienced Financial Planning Specialist to join their team in Chester.The successful candidate will work closely with financial advisers to design, develop, and implement comprehensive financial plans that meet clients' expectations. Reporting to the Senior Paraplanner, this role offers a unique opportunity to make a real...


  • Chester, Cheshire, United Kingdom Everpool Full time

    As a Financial Planning Specialist with Everpool, you will play a key role in providing personalized support to businesses and individuals. With offices across Liverpool, our team consists of experienced professionals who serve a diverse client base.Estimated Salary: £43,000About Us: Our firm offers a wide range of financial services, including audit, tax,...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Accountable Recruitment">We are seeking a Financial Planning & Analysis Specialist / Cost Accountant with a strong background in Manufacturing and Costing to join our Runcorn-based business.">About the Role:">Drive value by producing accurate monthly reports, forecasts, and long-term financial planning.Focus on standardising cost models and improving...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job Summary:We are seeking a highly skilled Financial Planning & Analysis Specialist to join our Runcorn-based team. This role is perfect for individuals with a strong background in manufacturing and costing, looking to drive value by producing accurate reports and forecasts.About the Role:The successful candidate will be responsible for standardising costs,...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job OverviewAccountable Recruitment is seeking a Financial Planning Specialist to join their team in Runcorn. This pivotal role involves producing accurate monthly reports, forecasts, and long-term financial planning. The ideal candidate will have a strong background in manufacturing and costing.About the RoleThe successful candidate will drive value by...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Careers Full time

    Job Overview:Runcorn-based business is seeking a qualified Financial Planning & Analysis Specialist with strong background in Manufacturing and Costing to drive value by producing accurate monthly reports, forecasts, and long-term financial planning. With focus on business partnering, you'll support your business area by developing financial models that...

  • Financial Planning

    1 week ago


    Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Accountable RecruitmentWe are seeking a qualified Financial Planning & Analysis Specialist/Cost Accountant with a strong background in Manufacturing and Costing to join our client in Runcorn, Cheshire.In this pivotal role, you will drive value by producing accurate monthly reports, forecasts, and long-term financial planning. With a focus on standardising...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job SummaryThis is an exciting opportunity to join a high-growth business as a Financial Planning and Analysis Specialist. You will work closely with local management to develop and support forecasts, budgets, and Medium-Term plans for manufacturing-focused business streams and cost centres.Your responsibilities will include establishing and monitoring...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Company OverviewAccountable Recruitment is proud to partner with a renowned Deeside-based specialist manufacturing organisation as they seek an experienced Financial Planning Expert to join their Finance Team.


  • Chester, Cheshire, United Kingdom Lime Search & Select Ltd Full time

    Company OverviewLime Search & Select Ltd is a leading Chartered Financial Advisory firm based in Chester, providing expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax.


  • Chester, Cheshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a detail-oriented and experienced Financial Manager to join our finance team in Chester, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management review.Monitor and...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    Job OverviewWe are seeking a skilled Management Accountant to join our team at Accountable Recruitment in Chester. The successful candidate will be responsible for providing financial support and guidance to the business.About the RoleThis is a fixed-term maternity cover contract starting in January 2025, offering a hybrid working arrangement with two days...


  • Chester, Cheshire, United Kingdom Accountable Recruitment Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our Runcorn-based business. As a key member of our team, you will play a pivotal role in driving value by producing accurate monthly reports, forecasts, and long-term financial planning.With a strong background in Manufacturing and Costing, you will be...


  • Chester, Cheshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    As a Wealth Management Advisor at Artemis Recruitment Consultants Ltd, you will play a crucial role in meeting with clients and prospective clients to provide comprehensive financial planning services. This self-employed opportunity offers a guaranteed income from the start, making it an attractive option for experienced financial advisors.The ideal...


  • Chester, Cheshire, United Kingdom TOGETHER FINANCIAL SERVICES LIMITED Full time

    Company Overview">Together Financial Services Limited is a market-leading provider of property finance solutions based in the UK. Established since 1974, we have built a team of over 750 colleagues who are passionate about supporting individuals and businesses achieve their property ambitions.We pride ourselves on our common sense approach to lending and...


  • Chester, Cheshire, United Kingdom Lime Search & Select Ltd Full time

    Based in Chester, our client is a Chartered Independent Financial Advisory firm with a passion for financial planning and provision of expert, impartial advice. Focusing on personal goals, investment opportunities, planning, and saving for retirement as well as improving tax efficiency.We are seeking a Paraplanner to join the existing team of qualified...