Financial Planning Professional

Financial Planning SpecialistWe are representing a reputable National Firm of Independent Financial Planners based in the UK. Our Client is an established provider of Independent Wealth Management advice to both private clients and business owners.An exciting opportunity has arisen to join their Client Services Team as an IFA Administrator, due to internal...

About Our ClientNJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation based in the Macclesfield area.Our client holds an excellent reputation within the industry, providing independent wealth management advice to both private clients and business owners.Opportunity OverviewAn exciting opportunity has arisen due to...

We are seeking a highly skilled Financial Planning Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Macclesfield, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end...

Are you a highly skilled accounting professional looking for a new challenge? Do you have a passion for financial planning and analysis?We are seeking an experienced Rent & Service Charge Accountant to join our team at Peaks & Plains Housing Trust. As a key member of our finance team, you will play a critical role in ensuring the financial health and...

Job Title: Financial Planning AdministratorLocation: MacclesfieldEstimated Salary: 27,000 - 30,000Company OverviewNJR Recruitment represents a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The firm holds an excellent reputation in the industry, providing Independent Wealth Management advice to both private...

We are seeking an experienced Financial Planning Expert to join our team at a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.Estimated Salary: £27,500The successful candidate will have excellent communication skills and be able to provide independent wealth management advice to private clients and business...

We are excited to collaborate with a renowned financial services organization that is expanding its advisory team in the region.If you have a passion for delivering exceptional financial planning and ensuring client satisfaction, we invite you to consider this opportunity.Delivering high-quality financial guidance to a portfolio of existing clients across...

A prestigious firm in the Macclesfield area is looking for a highly motivated Macclesfield Financial Professional to join their team.Estimated Salary: £26,750The successful candidate will have a strong understanding of financial markets and be able to analyze complex data. This is an exciting opportunity for someone looking to develop their career in...

About the RoleWe are looking for an experienced Asset Planning Officer to join our financial services team. As a key member of our team, you will work directly with clients to provide a wide range of financial planning solutions and conduct annual reviews.You will be responsible for maintaining competency through successful completion of required 'continuing...

NJR Recruitment Ltd is representing a National Firm of Independent Financial Planners based in Macclesfield. We are looking for a skilled Financial Planning and Administration Specialist to join their Client Services Team as an IFA Administrator.The ideal candidate will have experience working within an IFA/Wealth Management Practice and possess strong...

Company OverviewWe are delighted to partner with a prestigious financial services organization that seeks to expand its advisory team. This esteemed institution is committed to providing exceptional financial guidance to its clients.

Job DescriptionWe are seeking an experienced Financial Planning Administrator to join our client's team in Macclesfield. The ideal candidate will have a strong background in Wealth Management, with excellent product knowledge of HNW Pensions & Investments.This is a newly created opportunity within the client services team, supporting Independent Financial...

Job OverviewClark Wood is seeking a skilled Financial Management Professional to oversee its client portfolio. This challenging role offers a dynamic environment, stimulating career path, and opportunities for growth.Key Responsibilities:Manage a diverse portfolio of clients, including small to medium-sized limited companies, sole traders, and...

Job OverviewWe are representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.Due to internal progression, an exciting opportunity is now available to...

NJR Recruitment CareersWe are representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area.The role will suit someone who has been working within an IFA / Wealth Management Practice. Candidates should have a strong product knowledge of Pensions & Investments products and be used to providing excellent...

Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Macclesfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Macclesfield, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions. With 9 billion assets under management, we have a growing network of offices across the UK and globally.We serve clients ranging from private individuals to some of the UK's largest universities, with a vision to become a leading...

Financial Services RoleWe are partnering with a renowned financial advisory firm to expand its advice team.This role presents an excellent opportunity for a detail-oriented professional passionate about financial planning and client service.About the PositionProvide comprehensive financial guidance to existing clients via phone calls, online meetings, and...

Award-winning independent financial advisory firm Enable Recruitment seeks an exceptional Wealth Management Professional to join its growing advice team.Job SummaryThis exciting opportunity requires a detail-orientated professional with a passion for financial planning and client service to provide expert advice to existing clients.Delivering comprehensive...