Financial Planning Expert
1 month ago
At IDEX Consulting, we are seeking an experienced Financial Planner to join our team and build trusted relationships with current and potential clients in the heart of Knutsford city centre.
The Role:- To develop and maintain client relationships through effective ongoing service, minimizing attrition and delivering new instructions and referrals.
- To provide clients with the right advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
- To possess technical/product knowledge and effective communication of holistic financial planning strategies and solutions.
- To operate within a risk management framework, understanding the risks and threats pertaining to a private client business.
- Competitive salary and benefits package.
- Private medical insurance and life assurance.
- Pension contribution and hybrid working model.
- Generous holiday package and option to purchase additional holiday.
- Shared parental leave.
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Senior Financial Planning Expert
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Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Opportunity: We are seeking a skilled Financial Planning Specialist to support our dynamic team at Recruit UK | Certified B Corp™. Key Responsibilities: Prepare suitability reportsWork alongside Financial PlannersUndertake product and fund researchConduct analysis and researchManage and prioritise tasks and workloadPropose financial solutions for...
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Financial Planning Specialist
4 weeks ago
Knutsford, Cheshire East, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our team in Knutsford city centre. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, ensuring they have the right advice to achieve their financial objectives.The Role:To build new client...
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Financial Planning Administrator Assistant
3 weeks ago
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Chartered Financial Planning Assistant
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Financial Planning Assistant
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Senior Financial Planning Manager
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Interim Financial Expert
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Group Financial Planning Manager
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Digital Transformation Expert
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Mixology Expert
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Financial Services Coordinator
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Corporate Financial Analyst
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Digital Governance Expert
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Financial Services Administrator
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Knutsford, Cheshire East, United Kingdom Prestige Recruitment Group Full timePrestige Recruitment Group is a leading recruitment agency that offers exciting opportunities for professionals in the financial services sector.Our client, a renowned firm in Knutsford, Cheshire, is seeking an experienced Administration Pensions professional to join their team.Salary: £30,000 - £38,000 per annum, offering a competitive salary and benefits...
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Financial Planning Specialist
6 days ago
Knutsford, Cheshire East, United Kingdom Hays Senior Finance Full timeAbout the CompanyHays Senior Finance is partnering with a leading online retailer to find an experienced Cost Accountant. This company has been a leader in their field for over 20 years, with products sold and distributed worldwide.
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Financial Services Coordinator
1 month ago
Knutsford, Cheshire East, United Kingdom NJR Recruitment Ltd Full timeWe are seeking a skilled Financial Services Coordinator to support our client, a leading firm of Financial Advisers. This is an exciting opportunity to join a dynamic team and contribute to the growth of a well-established practice.The successful candidate will be responsible for:Managing the Salesforce databasePreparing pre-meeting documentation for the...
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Financial Administrator Assistant
6 days ago
Knutsford, Cheshire East, United Kingdom Eventus Recruitment Group Full timeEventus Recruitment GroupWe are seeking a Financial Planning Administrator to join our fast-paced team in Cheshire. This role involves providing administrative support, utilizing back-office systems, and coordinating client meetings.The ideal candidate will have previous experience in Financial Services, excellent English skills, and a positive attitude. Key...
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Chief Financial Officer
4 weeks ago
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