Senior Financial Planning Consultant
23 hours ago
Ferguson Dean is seeking an experienced Financial Advisor to join our practice in Stockport. This role involves working closely with a Senior Adviser on a portfolio of High Net Worth clients in the Cheshire region.
Main Responsibilities:
- Develop and implement holistic financial plans for clients across Cheshire, taking into account their unique needs and goals.
- Collaborate with the Senior Adviser to attend meetings with clients and provide guidance on their financial portfolios.
- Utilize cashflow modelling and lifestyle planning techniques as required to ensure the best possible outcomes for clients.
- Perform other tasks as necessary to support the delivery of exceptional client service.
Benefits:
- A competitive salary of £60,000 - £80,000 per annum, depending on experience.
- A comprehensive benefits package, including uncapped OTE opportunities.
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Financial Planning Manager
3 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeYour new role at Hays Senior Finance involves working as a Financial Planning Manager, overseeing the financial planning process for clients. As part of your responsibilities, you will prepare accounts for limited companies using software like Xero, Dext, and Sage.Key Responsibilities:Preparing financial plans for clientsManaging financial data and...
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Financial Planning and Control Specialist
6 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeTravel Service Provider OpportunityJoin our organisation as a Senior Finance Business Partner and play a key role in driving financial performance and growth across multiple business units in the North.Job RoleYou will be responsible for efficient financial control, reporting, budgeting, and forecasting, collaborating with senior stakeholders to monitor...
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Senior Financial Accountant
6 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeJob SummaryAn exciting opportunity has arisen for a highly skilled Senior Financial Accountant to join our team at Hays Senior Finance. As a key member of the accounts preparation team, you will be responsible for managing client portfolios, preparing financial statements, and providing exceptional support to clients.The ideal candidate will have previous...
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Senior Financial Planning Manager
3 days ago
Stockport, Stockport, United Kingdom EA First Compass House Full timeAs a Senior Financial Planning Manager at EA First Compass House, you will lead the company's budget and forecasting processes, collaborating closely with local Operating Company management and the Senior Leadership Team to ensure consistent and realistic budgeting. This is an exciting opportunity to shape CAPEX forecasts aligned with the latest available...
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Senior Financial Planning Specialist
2 months ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning and Analysis ManagerbeBee Professionals is seeking a detail-oriented and experienced Financial Planning and Analysis Manager to join our finance team in Stockport, UK. The successful candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key...
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Financial Planning Senior
2 weeks ago
Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeThe role is split predominantly between tax work and accounts preparation for clients, including sole traders, partnerships and Limited companies.£45,000 - £55,000 + Company Benefits + Career ProgressionWe are seeking a highly experienced Financial Planning Senior to join our team in Stockport. Our client is renowned within the industry for their...
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Financial Planning Specialist
3 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout the RoleThis exciting opportunity has arisen at Ferguson Dean, a well-established financial planning firm in Stockport, for a highly skilled Financial Planning Specialist to join their team. As a key member of the team, you will work closely with a Senior Adviser to provide exceptional service to a portfolio of HNW clients in the Cheshire region.The...
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North Region Financial Operations Lead
6 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeAbout UsWe are a globally respected travel service provider, delivering exceptional experiences across 100 locations worldwide.Role DescriptionIn this Senior Finance Business Partner position, you will oversee financial planning and control for multiple business units in the North, working closely with senior stakeholders to drive performance...
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Financial Planning Expert
10 hours ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeRole OverviewWe are seeking a highly skilled Financial Planner to join our practice in Stockport, Cheshire. As a Portfolio Management Specialist, you will be responsible for providing holistic planning services to High Net Worth (HNW) clients across the region.Your primary objective will be to work closely with a Senior Adviser to take over a portfolio of...
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Head of Financial Planning
2 months ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Leadership OpportunityWe are seeking a highly experienced Finance Manager to join our finance team in the UK. As a key member of our team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans,...
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Interim Financial Controller
5 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeHays Senior Finance are delighted to be partnering with a leading print technology and solutions provider in the UK to recruit an experienced Management Accountant to join their team in an exciting period of transformation and growth.**Role Overview:**This is an excellent opportunity to join a dynamic and forward-thinking company, where you will be...
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Senior Finance Business Development Manager
6 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeCompany OverviewYour new company is a leading travel service provider, offering a range of services across 100 locations in 50 countries.Job SummaryIn this Senior Finance Business Partner role, you will be responsible for efficient financial control, reporting, budgeting, and forecasting for multiple business units in the North. You will collaborate with...
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Financial Planning Expert
4 weeks ago
Stockport, Stockport, United Kingdom Dickson O'Brien Full timeJob Description:We are seeking a highly skilled Financial Planning Expert to join our team at Dickson O'Brien. This is an excellent opportunity for an experienced Management Accountant looking to take the next step in their career.About the Role:The successful candidate will be responsible for managing all financial transactions, from fixed payments and...
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Senior Financial Manager
2 months ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial Planning and AnalysisWe are seeking a highly skilled Finance Manager to join our finance team in the UK. As a key member of our team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...
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Financial Planning Director
2 weeks ago
Stockport, Stockport, United Kingdom EA First Compass House Full timeJob Title: Head of Financial Planning & Analysis (FTC)Salary: £80,000 - £85,000Location: Stockport - Hybrid
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Pension Planning Expert
4 weeks ago
Stockport, Stockport, United Kingdom IDEX Consulting Full timeAbout IDEX Consulting:IDEX Consulting is a leading provider of financial planning services. We are seeking an experienced Pension Planning Expert to join our team.Job Description:As a Pension Planning Expert, you will be responsible for supporting consultants in preparing accurate financial plans and suitability reports. You will also conduct research and...
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Financial Planning Assistant
5 days ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeMedlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances.We have an exciting opportunity for a highly motivated and enthusiastic Financial Planning Assistant to join our...
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Financial Planning Support Specialist
3 weeks ago
Stockport, Stockport, United Kingdom Prestige Recruitment Group Full timeIFA Administrator Job Description:The Prestige Recruitment Group is seeking an experienced IFA Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planning advisors in preparing financial plans and investment recommendations.About the Salary:The salary for this role is estimated at £30,000 –...
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Financial Planning and Analysis Leader
6 days ago
Stockport, Stockport, United Kingdom Novanta Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Leader to join our team at Novanta. In this role, you will be responsible for providing financial, analytical, and decision support for the Laser Quantum business unit within Novanta's Precision Medicine and Manufacturing business segment.About the Role:This finance role reports to...
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Senior Sustainability Consultant
1 week ago
Stockport, Stockport, United Kingdom CV-Library Full timeSenior Environment Consultant PositionExecutive Network Group is recruiting for a Senior Environmental Consultant to work on environmental permitting and compliance projects across the UK. The successful candidate will have extensive experience in producing technical reports and environmental models.Responsibilities:Deliver projects efficiently and...