Financial Planning Assistant

1 month ago


Wilmslow, Cheshire East, United Kingdom Ferguson Dean Full time

About 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 reports
  • Conduct whole of the market research and work on a collaborative basis with the team
  • Keep up to date on market positions and global situations
  • Use cash flow modelling and lifestyle planning as required
  • Attend client meetings as necessary

Requirements:

  • Minimum Diploma in a relevant field, with Chartered status or working towards
  • Experience of working with HNW and UHNW clients
  • Excellent writing and research skills

What We Offer:

  • Competitive salary and executive benefits
  • Defined career paths with opportunities for advancement


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    About the RoleWe 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...


  • 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...


  • Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time

    Company 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...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    About 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...


  • Wilmslow, Cheshire East, United Kingdom Prestige Recruitment Group Full time

    Join 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...


  • Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

    Company 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...


  • Wilmslow, Cheshire East, United Kingdom Hays Careers Full time

    Job 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...


  • Wilmslow, Cheshire East, United Kingdom Page Personnel Sales Full time

    Job 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...


  • Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full time

    Job 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...


  • Wilmslow, Cheshire East, United Kingdom Hays Senior Finance Full time

    About 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...


  • Wilmslow, Cheshire East, United Kingdom Axon Moore Full time

    Commercial Finance Manager Role: Axion Moore have partnered with a successful PE backed business in South Manchester to create a new Commercial Finance Manager role. The business has seen significant growth through strategic acquisitions and aims to triple in size within the next 3-5 years.The ideal candidate will have CIMA/ACCA/ACA qualifications and...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    We 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...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    Job 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...


  • Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full time

    Job 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...


  • Wilmslow, Cheshire East, United Kingdom Mcgregor Recruitment. Full time

    About Our Role:Mcgregor Recruitment is seeking a highly skilled Senior Financial Specialist to join our team in this exciting opportunity.Key Responsibilities:Assist Client Managers with a portfolio of high-net-worth clientsManage deadlines for year-end accounts and financial statementsBe responsible for bookkeeping, VAT, and payroll management for...


  • Wilmslow, Cheshire East, United Kingdom Sosandar Full time

    As a Senior Financial Manager for Financial Planning, you will be responsible for leading financial reporting and analysis at Sosandar. Key responsibilities will include ensuring compliance and governance, developing and implementing financial processes, and driving business growth. Our benefits package includes 25 days paid holiday, bank holidays, and your...


  • Wilmslow, Cheshire East, United Kingdom NJR Recruitment Full time

    An exciting opportunity exists for an experienced Administrator to join our Client, a renowned and award-winning firm of Chartered Wealth Planners, as they embark on significant growth plans.Based in modern and state-of-the-art offices located just outside of Wilmslow, this role offers the chance to provide vital support to a team of Technical Paraplanners...


  • Wilmslow, Cheshire East, United Kingdom Sosandar Full time

    Financial Reporting ManagerWe are seeking a highly skilled and experienced Financial Reporting Manager to join our team at Sosandar. As a fast-growing multi-channel fashion brand, we offer a unique opportunity for an ambitious professional to make a significant impact on our financial strategy.Job Description:Own the statutory reporting requirements of the...


  • Wilmslow, Cheshire East, United Kingdom Axon Moore Full time

    Job OverviewAxon Moore is a highly acquisitive PE backed business seeking an experienced Commercial Finance Manager to join their team in South Manchester. This exciting role offers the opportunity to contribute to the growth and development of the company.


  • Wilmslow, Cheshire East, United Kingdom Otto James Consulting Limited Full time

    Job Title: Management AccountantWe are partnering with a Wilmslow-based Green Biotechnology Organisation to source a talented Management Accountant who is looking for their next career step.Our client is keen to bring on board a Newly Qualified Accountant who is looking to be part of an organisation making a difference to global wellbeing.Key to our...