Financial Planning Specialist

1 day ago

Knutsford, Cheshire East, United Kingdom IDEX Consulting Full time

At IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our team in Knutsford city centre. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, ensuring they have the right advice to achieve their financial objectives.

The Role:
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service.
  • To deliver new instructions and referrals as a result of satisfied clients.
  • To ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency.
  • To operate within a risk management framework and have a thorough understanding of the risks and threats pertaining to a private client business.
  • Competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.

  • Financial Planning Specialist

    2 days ago

    Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: We are seeking a skilled Financial Planning Specialist to support our dynamic team at Recruit UK | Certified B Corp™. Key Responsibilities: Prepare suitability reportsWork alongside Financial PlannersUndertake product and fund researchConduct analysis and researchManage and prioritise tasks and workloadPropose financial solutions for...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Job Title: Senior Financial Planning SpecialistEventus Recruitment Cheshire is seeking a Senior Financial Planning Specialist to join a highly successful IFA Financial Planning business based near Knutsford, Cheshire. This is a great opportunity to join a reputable, modern Financial Planning company with an affluent high net worth client base.Key...

  • Senior Financial Planning Specialist

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Senior Financial Planning Specialist

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is a fantastic opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Financial Planning Associate

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at NJR Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by analyzing data, conducting research, and producing high-quality suitability reports.Key Responsibilities:Receiving instructions from advisers and interpreting data...

  • Financial Planning Associate

    4 weeks ago

    Knutsford, Cheshire East, United Kingdom NJR Recruitment Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at NJR Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial planning team by analyzing data, conducting research, and producing high-quality suitability reports.Key Responsibilities:Receiving instructions from advisers and interpreting data...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As a key member of the team, you will work closely with Financial Planners to deliver exceptional financial planning services.Main ResponsibilitiesProvide technical expertise and support to the team, ensuring...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As a key member of the team, you will work closely with Financial Planners to deliver exceptional financial planning services.Main ResponsibilitiesProvide technical expertise and support to the team, ensuring...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the Role:Puro Accountancy is a rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they need an experienced individual to provide expert support and take on greater responsibility.In this role, you will work closely with Financial Planners to...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that offers a unique approach to financial planning for high-net-worth...

  • Senior Financial Planning Specialist

    1 week ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    We are seeking a highly skilled Senior Paraplanner to join our dynamic and friendly team at Puro Accountancy. As a Senior Paraplanner, you will work closely with Financial Planners to deliver top-tier financial planning services.Main Responsibilities:Act as the key point of contact for all technical queries within the firm.Review and analyse data from client...

  • Senior Financial Planning Specialist

    2 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the Role:Puro Accountancy is a well-established and rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they require an experienced individual to provide expert support and take on greater responsibility.In this role, you will work closely with...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As the business continues to grow, they require a proactive individual to provide expert support to their team.Key ResponsibilitiesAct as the primary point of contact for all technical queries within the...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the RolePuro Accountancy is seeking a highly skilled Senior Paraplanner to join their dynamic and expanding Financial Planning firm in Knutsford. As the business continues to grow, they require a proactive individual to provide expert support to their team.Key ResponsibilitiesAct as the primary point of contact for all technical queries within the...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...

  • Senior Financial Planning Specialist

    3 weeks ago

    Knutsford, Cheshire East, United Kingdom Eventus Legal Full time

    Senior Paraplanner Job OpportunityEventus Recruitment Cheshire is seeking a highly skilled Senior Paraplanner to join a successful IFA Financial Planning business based in Knutsford, Cheshire. This is an excellent opportunity to work with a reputable and modern Financial Planning company that caters to high-net-worth individuals and the employee benefit...

  • Senior Financial Planning Specialist

    1 week ago

    Knutsford, Cheshire East, United Kingdom Puro Accountancy Full time

    About the Role:Puro Accountancy is a well-established and rapidly expanding Financial Planning firm seeking a proactive Senior Paraplanner to join their dynamic and friendly team. As the business continues to grow, they require an experienced individual to provide expert support and take on greater responsibility.Main Responsibilities:Act as the key point of...