Financial Planning Expert
22 hours ago
We 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 HNW clients, providing ongoing support and eventually assuming full responsibility for the portfolio.
To succeed in this role, you must have excellent communication skills, a strong understanding of financial planning principles, and the ability to build rapport with high net worth individuals.
In return, you will receive a competitive salary and uncapped OTE, making this an attractive opportunity for experienced Financial Planners looking to expand their skill set.
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Financial Planning Expert
4 weeks ago
Stockport, Stockport, United Kingdom Dickson O'Brien Full timeJob Description:We are seeking a highly skilled Financial Planning Expert to join our team at Dickson O'Brien. This is an excellent opportunity for an experienced Management Accountant looking to take the next step in their career.About the Role:The successful candidate will be responsible for managing all financial transactions, from fixed payments and...
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Pension Planning Expert
4 weeks ago
Stockport, Stockport, United Kingdom IDEX Consulting Full timeAbout IDEX Consulting:IDEX Consulting is a leading provider of financial planning services. We are seeking an experienced Pension Planning Expert to join our team.Job Description:As a Pension Planning Expert, you will be responsible for supporting consultants in preparing accurate financial plans and suitability reports. You will also conduct research and...
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Financial Reporting Expert
4 weeks ago
Stockport, Stockport, United Kingdom Agility Resoucing Full timeJoin us at Agility Resoucing as a Financial Reporting Expert and take on a challenging role that requires strong analytical and communication skills. You will be responsible for delivering high-quality financial reports, managing budgets, and providing expert advice to stakeholders.This exciting opportunity is based in Cheadle and offers a competitive salary...
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Financial Planning Manager
4 days ago
Stockport, Stockport, United Kingdom Hays Senior Finance Full timeYour 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...
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Financial Planning Specialist
4 days ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeAbout 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...
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Head of Financial Planning
2 months ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial 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,...
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Materials Planning Expert
4 weeks ago
Stockport, Stockport, United Kingdom Employment Solutions Full timeJob OverviewWe are seeking a highly skilled Materials Planning Expert to join our team at Employment Solutions.The ideal candidate will have experience in materials requirements planning, production control, and logistics. They will be responsible for managing materials requirements planning to align with production schedules, releasing production orders and...
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Planning and Logistics Expert
7 days ago
Stockport, Stockport, United Kingdom Grassroots Recruitment Limited Full timeJob OverviewWe are looking for a skilled Planning and Logistics Expert to join our team in Stockport. As a key player, you will be responsible for coordinating order management, stock control, and delivery schedules to optimize operational efficiency and ensure exceptional customer satisfaction.The ideal candidate will possess a strong background in...
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Financial Planning Director
2 weeks ago
Stockport, Stockport, United Kingdom EA First Compass House Full timeJob Title: Head of Financial Planning & Analysis (FTC)Salary: £80,000 - £85,000Location: Stockport - Hybrid
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Senior Financial Planning Specialist
2 months ago
Stockport, Stockport, United Kingdom beBee Professionals Full time £45,000 - £65,000Financial 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...
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Financial Planning Assistant
6 days ago
Stockport, Stockport, United Kingdom Medlock Partners Full timeMedlock 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...
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Financial Planning Support Specialist
3 weeks ago
Stockport, Stockport, United Kingdom Prestige Recruitment Group Full timeIFA 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 –...
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Financial Planning and Analysis Leader
6 days ago
Stockport, Stockport, United Kingdom Novanta Full timeJob 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...
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Financial Planning Specialist
4 weeks ago
Stockport, Stockport, United Kingdom Sapphire Accounting Limited Full timeSapphire Accounting Limited invites applications for a Financial Planning Specialist.We are seeking an experienced professional to support junior members of our team in their development.This is a hands-on role in a dynamic business with ambitious plans for growth, requiring excellent communication, planning and organisational skills. The job holder must be...
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Senior Financial Planning Manager
4 days ago
Stockport, Stockport, United Kingdom EA First Compass House Full timeAs 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...
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Senior Financial Planning Consultant
1 day ago
Stockport, Stockport, United Kingdom Ferguson Dean Full timeFerguson 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...
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Financial Planning Senior
2 weeks ago
Stockport, Stockport, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeThe 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...
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Financial Services Professional
4 weeks ago
Stockport, Stockport, United Kingdom IDEX Consulting Full timeAbout IDEX Consulting:At IDEX Consulting, we pride ourselves on delivering exceptional financial planning services. Our team of experts provides tailored advice to clients across various sectors.Job Role:We are seeking a skilled Defined Benefit Specialist to join our team. As a key member of our team, you will work closely with consultants to deliver...
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Financial Planning Operations Manager
1 month ago
Stockport, Stockport, United Kingdom Forrest Recruitment Full timeJob OverviewWe are seeking an experienced Paraplanning Manager to join our client, a well-established provider in their field, on a permanent basis.The role is full-time and will see you working Monday - Friday 9-5pm.About the RoleThis position involves supporting a team of Paraplanners and contributing to the delivery of high-quality services.You will be...
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Financial Planning Support Specialist
4 days ago
Stockport, Stockport, United Kingdom NJR Recruitment Careers Full timeCompany 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.