Financial Planning Assistant
5 days ago
We 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 needs of our clients.
Key Responsibilities- Assist consultants in preparing comprehensive financial plans and suitability reports.
- Support in conducting research and analysis to identify client requirements.
- Develop and maintain strong relationships with clients and internal stakeholders.
This exciting opportunity offers a competitive salary of £40,000 per annum (dependent on experience), alongside a range of benefits including flexible working hours, daily fresh fruit delivery, and a generous holiday entitlement.
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Senior Accountant
2 days ago
Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full timeAbout 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...
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Financial Planning Assistant
1 month ago
Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full timeAbout the Role:Ferguson Dean, a leading regional IFA firm, is seeking a highly skilled Financial Planning Assistant to join their team in Alderley Edge. The ideal candidate will provide technical assistance to Advisers and work on complex financial matters with high net worth clients.Key Responsibilities:Undertake reviews for clients and prepare...
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Financial Planning Manager
4 days ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeJob 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...
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Strategic Financial Planning Manager
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Rescourcery Group Full time**Resourcery Group**, a fast-paced and highly acquisitive business based in Cheshire, is seeking an experienced Management Accountant to join their leadership team.The ideal candidate will have strong commercial acumen and excellent communication skills, with the ability to provide strategic financial support and guidance.Main Responsibilities:Prepare and...
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Financial Planning Professional
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeCompany OverviewMedlock Partners Ltd is a leading Firm of Independent Financial Planners, renowned for providing bespoke financial advice to their clients. Their progressive and buoyant nature has led to ongoing growth and recent promotions, resulting in an excellent opportunity for an aspiring Paraplanner to join their organisation.Salary and BenefitsThe...
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Financial Planning Administrator
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeAbout the RoleWe are seeking an experienced Adviser Support Administrator to join our team at Bond Rec. About YouWe are looking for an individual with administration experience in a financial planning company for at least two years. You should have experience in processing authority letters, and gathering data about a client's investments, pensions and life...
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Financial Planning Professional
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Prestige Recruitment Group Full timeJoin Prestige Recruitment Group, a dynamic wealth management business in Wilmslow, as a Financial Planning Professional.We are seeking an experienced individual to support our adviser team with high-quality service, preparing suitability letters and reports, analysing financial products for clients, matching clients' goals and objectives with suitable...
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Financial Planning Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeCompany OverviewBond Recruitment is proud to be working with a leading Financial Planning firm in the UK, providing expert services to clients across the region.SalaryThe estimated annual salary for this role is £35,000 - £45,000 depending on experience, offering a competitive package that reflects the complexity and responsibility of the position.Job...
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Senior Financial Planning Specialist
2 days ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeJob 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...
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Financial Planning and Analysis Manager
2 days ago
Wilmslow, Cheshire East, United Kingdom Axon Moore Full timeJob 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...
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Financial Controller Assistant
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Hays Careers Full timeJob Title: Financial Controller AssistantHays Careers seeks a talented Financial Controller Assistant to support their financial operations team.Job Description:This role involves assisting the financial controller in managing the company's finances, including preparing reports, reconciliations, and analysis. You will also be responsible for coordinating the...
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Financial Assistant Specialist
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Page Personnel Sales Full timeJob Overview: We are seeking an experienced Accounts Assistant to join our team in Wilmslow, UK. The successful candidate will have a proven track record in financial administration, excellent communication and organisational skills, and be proficient in using MS Excel daily.Key Responsibilities:Process purchase and sales invoices efficiently.Perform...
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Financial Accountant Manager
4 weeks ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob DescriptionWe are seeking a skilled Financial Accountant Manager to join our team at McGregor Recruitment.About the RoleThis is an exciting opportunity for a qualified accountant with experience in accountancy practices. As a Financial Accountant Manager, you will be responsible for preparing and filing year-end accounts, business tax returns, and other...
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Financial Planning and Analysis Specialist
1 month ago
Wilmslow, Cheshire East, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a highly skilled Management Accountant to join their team in South Manchester. As a key member of the finance function, you will be responsible for preparing management accounts, monitoring cash flow, and analysing budgets and forecasts. You will report to the Finance Director and play a crucial role in ensuring...
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Senior Financial Analyst
4 days ago
Wilmslow, Cheshire East, United Kingdom Talent Recruitment Group Ltd Full timeCompany 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...
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Financial Accountant Specialist
30 minutes ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob DescriptionWe are seeking a highly skilled Financial Accountant Specialist to join our team at McGregor Recruitment. As a key member of our accountancy practice, you will be responsible for preparing and filing year-end accounts, business tax, LLP's, partnerships, and sole traders.The ideal candidate will have a minimum of 4 years' experience in an...
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Financial Services Expert
2 weeks ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeWe are seeking a Taxation Specialist to join our innovative and well-established Accountancy Practice at McGregor Recruitment.Job DescriptionThis is an exciting opportunity for a highly skilled and experienced Financial Services Expert to contribute to the success of our team. The ideal candidate will have a passion for Accounting and experience working...
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Financial Analyst Trainee
5 days ago
Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full timeJob SummaryWe are seeking a highly motivated Financial Analyst Trainee to join our team at Mcgregor Recruitment. As a key member of our team, you will play a crucial role in supporting the growth and success of our clients.About the RoleThe ideal candidate will have a strong passion for accounting and finance, with excellent analytical and problem-solving...
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Financial Performance Analyst
2 days ago
Wilmslow, Cheshire East, United Kingdom Michael Page Full timeAbout Michael Page:Michael Page offers a range of job opportunities, including this exciting position as a Financial Performance Analyst. With an estimated salary of £45,000 - £55,000, you will be responsible for preparing and interpreting financial reports, developing commercial models, and building relationships with stakeholders.Key...
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Senior Tax and Financial Advisor
2 weeks ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob Title:Senior Tax and Financial AdvisorCompany Overview:McGregor Recruitment is a specialist recruitment agency focusing on accounting and finance professionals.Salary and Benefits:This role offers a competitive annual salary of £50,000 - £65,000 based on experience.Job Description:We are recruiting a senior tax and financial advisor to work closely...