Senior Financial Planner

**Company Overview**">IDEX Consulting is a prominent financial services firm based in the heart of Knutsford city centre.">We are seeking an experienced Financial Planner to join our team and build trusted relationships with current and potential clients.">The Role:">To acquire new client relationships and maintain existing ones through effective ongoing...

Capio Recruitment is working with a boutique financial planning firm in Cheshire East, seeking an experienced professional to support their client services team.The ideal candidate will have previous experience within a fast-paced financial planning support role, ideally in a whole of market environment.This company offers flexibility and opportunities for...

About the Company">IDEX Consulting Ltd is a respected financial services firm based in the heart of Knutsford city centre.">The Role">To build trusted relationships with clients and deliver new instructions through effective ongoing service.Structure and lead client meetings to ensure all information and advice provided is up-to-date and meets clients'...

**Job Description**">We are looking for a skilled Financial Planner to join our team in Knutsford. As a key member of our team, you will be responsible for building and maintaining relationships with our clients, providing them with expert financial advice and guidance.">The ideal candidate will have a proven track record of success in financial planning,...

**Company Overview**McGregor Recruitment, a leading recruitment agency in the financial services industry, is seeking a skilled Financial Planning Administrator to join our team. As a key member of our team, you will be responsible for providing administrative support to our financial planners and helping clients achieve their financial goals.Estimated...

We are Penguin Recruitment Ltd, a dynamic consultancy based in Cheshire, helping clients and landowners secure planning permissions and deliver property development projects.Our focus is on commercial planning, serving businesses across various sectors such as hotels, restaurants, coffee shops, house builders, breweries, banks, sports operators, retailers,...

At Michael Page (UK), we are seeking a Senior Financial Strategist to lead our financial services division. This exciting opportunity will see you develop and implement cutting-edge financial strategies, ensuring the financial well-being of our clients.">Key Responsibilities:Prepare and present detailed financial reports to senior directors.Manage...

Job SummaryWe are seeking an experienced interim financial controller to join our client's finance team in Cheshire. As a key member of the team, you will be responsible for providing support with prioritising and coordinating audit requests and daily tasks, ensuring the smooth operation of AP and AR functions, and providing ad hoc reporting and analysis for...

Job Title: Senior Financial StrategistWe are seeking a skilled Senior Financial Strategist to join our team at Michael Page (UK). This is an exciting opportunity for a highly motivated and experienced professional to take on a key role in driving the financial success of our client.About Our Client:Our client is a leading player in the Financial Services...

This Senior Assistant Accountant role offers an exciting opportunity to join a dynamic team at GetRecruited UK Ltd. As a key member of our finance team, you will be responsible for managing the financial activities of one subsidiary and assisting in group-wide accounting. The ideal candidate will have experience in managing sales and purchase ledgers,...

Financial Planning AdministratorWe are seeking a detail-oriented and organized Financial Planning Administrator to join our team. As a key member of the financial services team, you will provide administrative support to Financial Advisors and Paraplanners.Key Responsibilities:Liaise with providers to obtain relevant informationProvide administrative support...

Company OverviewRG Consultancy Ltd is a reputable property business seeking an experienced financial professional to join their team. The company offers a challenging and rewarding environment where employees can grow and develop their skills.Job SummaryWe are looking for an Senior Financial Analyst who will be responsible for all day-to-day financial...

**Job Description**We are looking for a skilled Financial Planner to join our team at IDEX Consulting in Knutsford. As a key member of our team, you will be responsible for building and developing client relationships, delivering high-quality financial advice and solutions.The successful candidate will have a strong ability to deal with new and existing...

Company Overview\Mcgregor Recruitment is a well-established Financial Services business.\\Job Description\We are seeking an experienced Apprentice Financial Advisor to assist our Financial Advisors and Paraplanners. The ideal candidate will have previous experience in Financial Services, a good understanding of Whole of Market wrappers and products, strong...

About the Role:We are seeking an experienced Financial Planning Support Specialist to join our team. In this role, you will have the opportunity to work closely with experienced professionals, developing your skills and knowledge in paraplanning and financial planning. You will be responsible for maintaining accurate records, creating illustrations, and...

About N Consulting LimitedWe are a forward-thinking consulting firm committed to providing innovative solutions to our clients in the banking industry. Our team is comprised of expert professionals who share a passion for driving business growth and improvement.Job Title: Senior Financial Analyst - BankingJob Type: Full-timeSalary: $100,000 - $125,000 per...

IDEX Consulting is seeking a talented Paraplanning Expert to join our team. As an Advisory Support Specialist, you will play a vital role in supporting our Financial Planners in delivering exceptional client outcomes.About the JobThis is an outstanding opportunity for someone who is passionate about financial planning and wants to make a meaningful...

We are IDEX Consulting, a leading financial planning firm seeking a skilled Paraplanning Expert to join our team. As an Advisory Support Specialist, you will be responsible for preparing suitability reports, providing technical research services, and ensuring that client advice is delivered efficiently and effectively.About the RoleThis is an exciting...

**Job Role:** Financial Planning Administrator**About Us:McGregor Recruitment is a leading recruitment agency specializing in the financial services industry. We pride ourselves on providing exceptional service to our clients and candidates alike.Estimated Salary: £22,000 - £24,000 per annumJob DescriptionWe are seeking a highly motivated and organized...

About the Role: We are seeking a Pensions Administration Professional to join our team at IDEX Consulting. As a key member of our financial services team, you will be responsible for supporting Financial Planners with client meetings, including presentation of cashflow and other duties such as preparing responses on technical matters. You will also work with...