Financial Planning Specialist

About 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...

Role 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...

Medlock 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...

Financial 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...

IFA 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 –...

Financial Planning Job Description:Ferguson Dean is looking for an experienced Financial Planning Associate to join our team in Stockport. The successful candidate will work closely with a Senior Adviser to manage a portfolio of high net worth (HNW) clients in the Cheshire region.The role involves providing comprehensive financial planning services to...

Your 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...

Financial 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,...

Job Title: Head of Financial Planning & Analysis (FTC)Salary: £80,000 - £85,000Location: Stockport - Hybrid

We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. The ideal candidate will have a strong background in cost estimation, project management, and contract negotiation, with excellent communication and negotiation skills.Key Responsibilities:Estimate costs for construction projects and prepare...

Wealth Management Opportunity in CheshireFerguson Dean is seeking a talented Financial Planner to join their team in Stockport. As a Financial Advisor, you will play a crucial role in providing holistic financial planning services to clients in the Cheshire region.The ideal candidate will have strong communication skills and be able to build trusting...

Job 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...

Company OverviewNJR Recruitment Careers is a firm of Financial Planners with an excellent reputation for providing holistic Financial Advice. We are now looking to recruit an additional Administrator / Trainee Paraplanner to join our established team.

As 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...

We are seeking a Financial Management Specialist to lead audit assignments from planning through to completion for clients of varying sizes and sectors. This role will involve reviewing corporate tax computations, controlling the production of accounts for clients, and working on special projects for the corporate finance and tax teams. You must be qualified...

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...

The 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...

Travel 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...

Job OverviewWe are seeking an experienced Financial Transaction Specialist to join our team at Page Personnel Sales. As a key member of our financial operations, you will be responsible for processing invoices, matching purchase orders, performing bank reconciliations, managing payment runs, and handling supplier queries in a fast-paced environment.

Job DescriptionWe are seeking a Financial Operations Specialist to join our team at Numero Accounts Services Ltd. in maximizing business efficiency with reliable outsourced bookkeeping.Data entry and bank reconciliation enable accurate financial records, providing a clear financial snapshot for informed decisions.The ideal candidate will manage invoices and...