Senior Financial Planning Associate
1 week ago
About the Role
MI Search is currently seeking a highly skilled Senior Financial Planning Associate to join its team in Manchester. As a key member of our financial planning firm, you will work closely with experienced Independent Financial Planners to provide tailored financial solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
Your Responsibilities
- Prepare detailed suitability reports that cater to the unique needs of our esteemed clients.
- Conduct comprehensive technical research to ensure the highest level of accuracy and compliance in our financial planning services.
- Ensure all company policies and procedures are adhered to, maintaining the highest standards of regulatory compliance.
What You Need to Succeed
We are looking for a skilled professional who can:
- Demonstrate exceptional analytical and problem-solving skills to deliver high-quality results under tight deadlines.
- Exhibit excellent communication and interpersonal skills to effectively collaborate with colleagues and clients.
- Show a deep understanding of financial regulations and industry best practices.
The Benefits
We offer a competitive salary range of £40,000 - £60,000 per annum, commensurate with experience, as well as opportunities for career growth and professional development.
About MI Search
At MI Search, we pride ourselves on delivering exceptional recruitment services to the financial industry. Our team of experts has a proven track record of finding top talent for leading financial institutions.
-
Planning Senior Associate
6 months ago
Manchester, United Kingdom Douglas Scott Legal Recruitment Full timePlanning Senior Associate A Planning Senior Associate is required for a rewarding opportunity with an award-winning law firm. The role will be based in Manchester and offers an excellent basic salary. Working alongside a dedicated team, dealing with all aspects of the planning process and diverse projects, the chosen Planning Senior Associate must hold...
-
Financial Planning Specialist
6 days ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeOur VisionFairview Financial Management Ltd is a dynamic and forward-thinking financial planning firm based in the UK. We are dedicated to providing expert advice and guidance to individuals and families across the county.We are currently seeking an experienced Paraplanning Expert to join our team of professionals. As a key member of our team, you will play...
-
Senior Financial Leader
3 days ago
Manchester, United Kingdom Hays Senior Finance Full timeJob DetailsAbout the RoleHays Senior Finance is seeking a highly skilled Senior Financial Leader to join their team in Greater Manchester, England. As a Financial Controller, you will be responsible for developing financial processes to mitigate risks and maximise operational efficiency.Your Key ResponsibilitiesLeading on internal audit and financial...
-
Senior Associate
6 days ago
Manchester, United Kingdom OakNorth Analytical Intelligence Full timeOakNorth Analytical Intelligence is a leading bank that has lent over £10 billion to ambitious entrepreneurs across the UK. Our Client Onboarding team is integral to our growth, and we are seeking a highly skilled Senior Associate to join our ranks.This is an excellent opportunity for an experienced professional to take their career to new heights. As a...
-
Ifa Administrator
6 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
-
Senior Financial Analyst
3 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a highly skilled Financial Accountant to join their team on a permanent basis. The ideal candidate will have experience in financial reporting and be well-versed in accounting principles such as IFRS.Key ResponsibilitiesFacilitate and deliver financial activity for the business.Collaborate with multiple...
-
Financial Planning Associate
4 weeks ago
Manchester, United Kingdom Evelyn Partners Full timeAbout the Role:We are seeking a highly skilled Paraplanner to join our team in Manchester. As a Paraplanner at Evelyn Partners, you will provide support to our Financial Planners and ensure a positive experience for our clients.Key Responsibilities:Prepare suitability reports across a wide range of advice types, financial products, and investment...
-
Senior Financial Associate
5 days ago
Manchester, United Kingdom Page Personnel Sales Full timeJob DescriptionWe are seeking a Senior Financial Associate to join our team as a Billing & Collections Senior Associate. In this role, you will be responsible for managing and overseeing the entire accounts receivable function, leading a team of credit controllers, and monitoring customer credit risk.About Our BusinessOur client is a leading FMCG company...
-
Senior Financial Planning Expert
2 weeks ago
Manchester, United Kingdom Rullion Limited Full timeJob OverviewWe are seeking an experienced Management Accountant to join our client, a well-established organization based in Manchester City Centre. This role will play a critical part in driving the performance of Co-op Funeralcare by enabling informed commercial decision-making.About the RoleThis Senior Financial Planning Expert will be responsible for...
-
Senior Manager
6 days ago
Manchester, United Kingdom Permanent Futures Full timePersistent Futurism consultancy invites applications for a Senior Manager - Financial Planning. We are seeking an experienced finance professional to lead our financial planning and analysis efforts.The ideal candidate will be a seasoned finance expert with a strong track record of developing and implementing effective financial strategies. They will be able...
-
Senior Financial Controller
1 month ago
Manchester, United Kingdom Hays Senior Finance Full timeJob DetailsYour new companyHays Senior Finance is seeking an accomplished Financial Controller to join a leading bank based in Manchester City Centre. With a global presence and a solid reputation, they provide a wide range of financial and banking services and solutions for their clients. As part of their continuous growth, they are now looking for a...
-
Senior Financial Planning Analyst
4 weeks ago
Manchester, United Kingdom WEX, Inc. Full timeSenior Commercial Financial Analyst / Manchester / Hybrid / £60,000-£70,000 Plus BenefitsWe are seeking a Senior Commercial Financial Analyst to join our expanding team in our Manchester City Centre office. The successful candidate will act as a commercial business partner to the International Payments team, providing financial planning and decision-making...
-
Senior Financial Planning Strategist
6 days ago
Manchester, United Kingdom IDEX Consulting Full timeJob OverviewIDEX Consulting is seeking a highly skilled Senior Financial Planning Strategist to join our team in Manchester.About the RoleThe 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...
-
Senior Finance Planning Manager
5 days ago
Manchester, United Kingdom Nixon Caunce Associates Full timeFinance Planning Manager Role OverviewWe are seeking a highly skilled and experienced Finance Planning Manager to join our team at Nixon Caunce Associates in South Manchester. This is an exciting opportunity for a senior finance professional to lead the financial planning function, driving business growth and success.Key Responsibilities:Develop and maintain...
-
Senior Financial Planning Analyst
5 days ago
Manchester, United Kingdom HSB Engineering Insurance Full timeJob OverviewWe are seeking a skilled Senior Financial Planning Analyst to join our team at HSB Engineering Insurance.About the Role:This is a permanent position based in Manchester / Birkenhead, with hybrid working arrangements allowing for 2 days per week in the office.The successful candidate will be accountable for various key financial processes and will...
-
Senior Financial Planning Specialist
1 month ago
Manchester, United Kingdom Page Personnel Sales Full timeAbout the RoleWe are seeking a highly skilled Senior Paraplanner to join our team at Page Personnel Sales. As a Senior Paraplanner, you will play a key role in supporting our financial advisory team in the preparation and administration of financial plans and reports.Key ResponsibilitiesPrepare and administer financial plans and reports, providing technical...
-
Financial Planning Expert
4 days ago
Manchester, United Kingdom Adria Solutions Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join Adria Solutions. In this role, you will work closely with senior leaders to develop and implement financial strategies, analyze financial data, and provide financial guidance.The ideal candidate will have at least five years of post-qualification experience in Financial Planning and...
-
Planning Senior Associate
6 months ago
Manchester, United Kingdom Idex Full timeMarket leading national firm is seeking an experienced Planning Associate to join their successful planning team based in Manchester. Due to an influx of new instructions from clients spanning the private and public sectors, the firm is keen to appoint a further experienced Planning Associate with ca 4 years PQE+ The team, led by two very likeable and...
-
Senior Financial Expert
4 weeks ago
Manchester, United Kingdom Adecco Full timeSenior Financial ExpertAdecco is currently seeking an experienced Finance Controller to join their established team, working in their Finance department as a strong and nurturing leader. As the Finance Controller, you will play a vital role in ensuring the smooth running of Adecco's group of businesses and any other new additions. Working closely with the...
-
Senior Financial Planning and Analysis Leader
4 weeks ago
Manchester, United Kingdom COREcruitment Ltd Full timeJob Title: Head of Financial Planning AnalysisAbout the Role:We are seeking a highly skilled Head of Financial Planning and Analysis to join our finance team at COREcruitment Ltd. As a key member of the leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key...