Holistic Financial Advisor
3 days ago
- Collaborate with Consultants to gather and analyze data, driving informed decision-making.
- Assist in developing comprehensive financial plans and suitability reports that meet client expectations.
- Possess a deep understanding of Holistic Financial planning principles and be able to effectively communicate with consultants.
- Demonstrate experience in various aspects of advice, including Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
- Maintain continuous professional development to stay up-to-date with regulatory requirements and personal growth.
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Senior Tax and Financial Advisor
3 weeks ago
Wilmslow, Cheshire East, United Kingdom McGregor Recruitment Full timeJob 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...
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Financial Planning Professional
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeCompany 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...
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Public Finance Advisor
3 days ago
Wilmslow, Cheshire East, United Kingdom Austin Fraser Full timeAbout UsWe are a leading accountancy practice in Wilmslow, dedicated to providing exceptional service to our diverse client base. Our team is committed to excellence, innovation, and fostering strong client relationships.Job Description:The role of Public Finance Advisor involves working closely with clients to provide expert advice on financial matters,...
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IFA Support Advisor
1 day ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob DetailsWe are seeking an experienced IFA Support Advisor to join our team at Bond Recruitment, a leading recruitment agency in the financial services industry. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...
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Financial Planning Advisor
3 days ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeWe are seeking a skilled Paraplanner to support our team of Financial Planners at Medlock Partners Ltd in Stockport. As a key member of our team, you will assist consultants in researching and analyzing client needs and objectives.The ideal candidate will have experience in dealing with aspects of financial advice, including Inheritance Tax Planning, Trusts,...
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Paraplanner Role
3 days ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeAbout the JobWe are seeking a skilled Paraplanner to support our Consultants in research and analysis, ensuring client needs are met and objectives are achieved. As a key member of our team, you will work closely with experienced professionals to prepare accurate financial plans and suitability reports, leveraging your expertise in holistic financial...
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Paraplanner Role
5 days ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeMedlock Partners Ltd is a highly progressive Firm of Independent Financial Planners providing bespoke financial advice to our clients. We are seeking an ambitious Paraplanner to join our team and support our consultants in research and analysis to meet client needs and objectives.As a Paraplanner, you will be responsible for assisting in preparing accurate...
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Senior Support Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeParaplanner OpportunityMedlock Partners Ltd is a highly regarded Firm of Independent Financial Planners, offering a unique opportunity for an experienced Paraplanner to join their team. As a key member of our team, you will play a vital role in presenting bespoke suitability reports to our clients.Responsibilities and RequirementsYour main responsibilities...
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Pension Administration Specialist
1 week ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeJob SummaryWe are seeking an experienced Pension Administration Specialist to join our team at Medlock Partners Ltd in Stockport. As a key member of our financial planning department, you will play a vital role in supporting consultants in research and analysis to meet client needs and objectives.About the CompanyOur Firm is a highly progressive and buoyant...
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Paraplanner Position
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full timeAbout the RoleWe are seeking a highly motivated and experienced Paraplanner to join our team at Medlock Partners Ltd. As a key member of our team, you will play a crucial role in presenting bespoke suitability reports to our clients. You will work closely with our Consultants to ensure that all reports are accurate and comprehensive.Key ResponsibilitiesYour...
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Paraplanning Professional
5 hours ago
Wilmslow, Cheshire East, United Kingdom Bond Rec Full timeJob SummaryBond Recruitment is a leading recruitment agency in the financial services industry, and we are seeking an experienced IFA Support Advisor to join our team. As a Paraplanning Professional, you will play a crucial role in supporting our Financial Planners and other staff in advising clients on their financial strategies, plans, products, and...
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Reward Strategy Specialist
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Morson Talent Full timeJob OverviewMorson Talent is seeking a skilled Reward Advisor to join their team. As a key member of the HR department, you will be responsible for developing and implementing a comprehensive reward strategy that supports the wellbeing of colleagues and rewards exceptional performance.About the RoleThis full-time position (39 hours) offers a salary of...
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Sales and Service Advisor
4 weeks ago
Wilmslow, Cheshire East, United Kingdom Marie Curie Full timeRole Summary:Marie Curie is seeking a Sunday Assistant to support our retail team at our Alderley Edge store. The ideal candidate will have a passion for delivering excellent customer service and driving sales growth.About the Job:This is an exciting opportunity to join a leading charity retailer and contribute to the success of our store. As a Sunday...
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Underwriter Support Advisor
7 months ago
Wilmslow, United Kingdom Apex Recruitment Services Full time**Location**:Wilmslow **Permanent** Our client is an award-winning bank with a vast range of specialist mortgages, savings accounts, and business finance support. They can provide financial services for small and medium-sized enterprises (SMEs), homeowners, landlords, as well as individuals. With Headquarters nationwide, they pride themselves on delivering...
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Business Admin Support Assistant/advisor
6 months ago
Wilmslow, United Kingdom Triumph Consultants Ltd Full time**What's involved with this role**: **Temporary Business Admin Support Assistant/Advisor - Family Service** **Reference no: Cheshire E 5233968** **Pay rate: £11.18 per hour PAYE** **Hours per week: 29-30 Monday - Friday, normal working hours** **This opening assignment is for 6 months** **City: WILMSLOW, Cheshire** **A DBS disclosure is listed as a...
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Collections and Recoveries Advisor
4 weeks ago
Wilmslow, United Kingdom Gatehouse Bank plc Full timeJob Description Collections and Recoveries Advisor 9-5, Monday – Friday Hybrid – Wilmslow Role purpose The purpose of this role is to be responsible for the day-to-day handling of customers who are having difficulties paying their home or buy to let finance. To encourage early engagement with customers and provide support in an empathetic manner....
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Tfg Brands
3 weeks ago
Wilmslow, United Kingdom Tfg Brands (London) Limited Full timeWhat's the role?We are looking for a Sales Assistant (or a Style Advisor as we call it) to join our fashion womenswear brands Hoopers, Wilmslow.This is a great opportunity for someone with an interest in fashion and styling.Our Sales Assistants are the face of our business.Natural and friendly, you go out of your way to provide an outstanding experience to...
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Sales Assistant
4 weeks ago
Wilmslow, United Kingdom Tfg Brands (London) Limited Full timeWhat's the role?We are looking for a Sales Assistant (or a Style Advisor as we call it) to join our fashion womenswear brands Hoopers, Wilmslow.This is a great opportunity for someone with an interest in fashion and styling.Our Sales Assistants are the face of our business.Natural and friendly, you go out of your way to provide an outstanding experience to...
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Customer Advisor
6 months ago
Wilmslow, United Kingdom Boots Full timeSummary Job Reference: - 225516BR Wilmslow, Grove Street Permanent 25 hours per week **The hourly rate for this role is £10.42 and up to £10.95 across selected locations within London. The hourly rate will increase after 6 months in role.** **The importance of your role.** This is your chance to be part of something a bit different. You’ll be...
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Customer Advisor
7 months ago
Wilmslow, United Kingdom JoJo Maman Bebe Full timeWhat we expect from you: Each JoJo store is unique whether that’s trading over two floors, having a quirky layout or being situated in an interesting place. They have a life of their own. Our Unique Selling Point (USP) in this ever-changing retail world is the relationship we build with our customers, many of them loyal to our brand and to their local...