Financial Planning Expert
1 month ago
Our client, a leading financial services firm in Manchester, is seeking an experienced Financial Planner to join their team. The ideal candidate will have a proven track record of building and maintaining strong relationships with clients, providing tailored financial solutions to meet their needs, and delivering exceptional service to drive business growth.
The Role:- To develop and maintain a portfolio of high-value client relationships, providing expert financial planning advice and guidance to help clients achieve their goals.
- To conduct thorough financial assessments, identifying opportunities to optimize clients' financial situations and delivering tailored solutions to address their needs.
- To stay up-to-date with industry trends and regulatory changes, ensuring clients receive the best possible advice and guidance.
- To work closely with colleagues to share knowledge and best practices, driving business growth and improving client outcomes.
- Competitive salary and benefits package.
- Opportunities for professional development and career advancement.
- Collaborative and dynamic work environment.
As a Financial Planner at IDEX Consulting, you will have the opportunity to work with a talented team of professionals, delivering exceptional service to clients and driving business growth. If you are a motivated and experienced Financial Planner looking for a new challenge, we encourage you to apply.
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Financial Planning Specialist
5 days ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeOur VisionFairview Financial Management Ltd is a dynamic and forward-thinking financial planning firm based in the UK. We are dedicated to providing expert advice and guidance to individuals and families across the county.We are currently seeking an experienced Paraplanning Expert to join our team of professionals. As a key member of our team, you will play...
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Financial Planning Expert
4 days ago
Manchester, United Kingdom Adria Solutions Full timeJob SummaryWe are seeking a skilled Financial Planning Expert to join Adria Solutions. In this role, you will work closely with senior leaders to develop and implement financial strategies, analyze financial data, and provide financial guidance.The ideal candidate will have at least five years of post-qualification experience in Financial Planning and...
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Financial Planning Expert
5 days ago
Manchester, United Kingdom Page Personnel Sales Full timeJob DescriptionWe are looking for a highly skilled Financial Planning Expert to join our team in Manchester City Centre. The successful candidate will be responsible for handling day-to-day accounting tasks, preparing financial reports and statements, and performing financial analysis to support business decisions.Key responsibilities include:Managing...
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Financial Planning Expert
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeJob Role and ResponsibilitiesAs a Financial Planning Expert, you will be working with a leading provider of support services to directly authorised Financial Advisers in the UK. The company has grown significantly since its establishment in 2007 and is now one of the top 5 distribution businesses in the country.Key responsibilities will include conducting...
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Senior Financial Planning Expert
2 weeks ago
Manchester, United Kingdom Rullion Limited Full timeJob OverviewWe are seeking an experienced Management Accountant to join our client, a well-established organization based in Manchester City Centre. This role will play a critical part in driving the performance of Co-op Funeralcare by enabling informed commercial decision-making.About the RoleThis Senior Financial Planning Expert will be responsible for...
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Financial Planning Expert
3 days ago
Manchester, United Kingdom NatWest Group Full timeRole OverviewWe are seeking a highly skilled Financial Planning Expert to join our Quality Assurance Team at NatWest Group.This 12-month fixed-term role offers the opportunity to make a positive impact on customers and colleagues through quality assurance activities, delivering good customer outcomes.The successful candidate will be involved in assessing...
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Financial Planning Expert for Tech Company
5 days ago
Manchester, United Kingdom Global People Talent Solutions Full timeAbout the RoleGlobal People Talent Solutions is seeking a proactive and skilled Senior Management Accountant to join their team on an initial 6-month fixed-term basis, with potential for extension.The Financial Planning Expert will play an essential role in supporting the company's financial operations and providing insights that drive strategic...
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Paraplanning Expert
5 days ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeFairview Financial Management Ltd is a fast-growing independent financial planning firm based in Rayleigh, Essex. We offer a competitive salary of around £38,000 per year, depending on experience. Our ideal candidate will have a strong background in financial planning, excellent communication skills, and a keen eye for detail. As a Paraplanning Expert at...
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Financial Planning Specialist
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeFinancial Planning ServicesOur Client provides expert advice on a wide range of areas, including Investment Management, Retirement Planning, and Inheritance Tax Planning.As a key member of our Client's team, you will be responsible for delivering high-quality financial planning services to clients, working closely with our experienced financial advisers to...
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Financial Services Consultant
3 weeks ago
Manchester, United Kingdom Quilter Financial Advisers Full timeJob Role:We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers.As a key member of our advisory business, you will play a vital role in helping clients achieve their financial goals by providing expert advice and guidance on financial planning, investments, and wealth management.Key Responsibilities:Provide personalized...
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Greater Manchester, United Kingdom Michael Page Full timeFinancial Planning and Analysis Expert for Not-for-Profit OrganisationIn this dynamic role, you will be responsible for delivering exceptional financial planning and analysis support to a prominent not-for-profit organisation based in Manchester.About the RoleWe are seeking an experienced Interim Finance Business Partner with a strong accounting background...
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Ifa Administrator
6 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
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Senior Financial Planning and Analysis Expert
1 month ago
Manchester, United Kingdom AJ Bell Management Limited Full timeWe are seeking a highly experienced Senior Financial Planning and Analysis expert to join our Financial Planning & Analysis team. The ideal candidate will have a strong background in financial analysis and planning, with excellent analytical and problem-solving skills.Key Responsibilities:Assist with the preparation of the Group budget and reforecasting...
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Comprehensive Financial Planner
5 days ago
Manchester, United Kingdom Fairview Financial Management Ltd Full timeJoin Our TeamWe are excited to announce a new opening for a Paraplanning Expert at Fairview Financial Management Ltd. This is a fantastic opportunity for a motivated and ambitious individual to take on a challenging and rewarding role within our company. As a key member of our team, you will play a vital role in delivering high-quality financial plans and...
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Financial Planning Specialist
1 month ago
Manchester, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly skilled Financial Planning Specialist to join our team in Manchester. The successful candidate will work closely with the Head of Financial Planning to provide expert advice and guidance to clients on areas such as retirement planning, tax, and investment structuring.Key Responsibilities:Act as a centre of...
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Financial Planning and Analysis Expert
5 days ago
Manchester, United Kingdom Bruntwood Full timeAbout the RoleAs a Financial Planning & Analysis Manager at Bruntwood, you will play a key role in supporting our Asset Management, Project Management, Financial Reporting and Financial Accounting teams.ResponsibilitiesThe ideal candidate will have a strong background in finance, with experience in budgeting, forecasting, and financial analysis. You will be...
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Financial Planning Specialist
10 hours ago
Manchester, United Kingdom HMRC Full timeAbout the RoleAs a key member of HMRC's Chief Digital & Information Office (CDIO) Group, you will be responsible for supporting the annual business planning process and leading on key areas. This position plays a crucial role in delivering in-house solutions for various technical and operational services.Key Responsibilities• Support the annual business...
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Expert Planning Strategist
7 days ago
Manchester, United Kingdom Penguin Recruitment Full timeThe Role: A Senior Planning Consultant will provide expert planning consultancy services to a diverse range of clients in the public, private, and third sectors. This role involves leading on planning applications, site promotions, and appeals, while managing project budgets and financial data.Key Responsibilities:Deliver high-quality planning consultancy...
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Senior Finance Business Partner
5 days ago
Manchester, United Kingdom Munich Re Full timeJob OverviewAs a Senior Finance Business Partner at HSB Group, you will play a key role in supporting the business by providing insightful financial analysis to inform business decisions and drive growth.ResponsibilitiesPartner with business leaders to identify opportunities for improving financial information and presenting it to stakeholders.Provide expert...
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Senior Financial Expert
4 weeks ago
Manchester, United Kingdom Adecco Full timeSenior Financial ExpertAdecco is currently seeking an experienced Finance Controller to join their established team, working in their Finance department as a strong and nurturing leader. As the Finance Controller, you will play a vital role in ensuring the smooth running of Adecco's group of businesses and any other new additions. Working closely with the...