Financial Planning Support

Client Manager​​​Equilibrium is more than just a Chartered Financial Planning company—we're an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people's lives better. Whether it's our clients, our team, our community, or anyone who crosses our path We believe in creating a positive impact in everything we...

A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.The firm's prestigious office is located in Alderley Edge and offers flexible working arrangements, the support of a well-established client base, and a full benefits package,...

Ascent Recruitment is pleased to be exclusively supporting a fantastic business in Wilmslow, looking for a talented FP&A Accountant to join a dynamic business, on an initial 12-month fixed-term contract.This is a challenging, hands-on role that will suit someone who thrives in a fast-paced environment, managing competing priorities while delivering...

Are you an experienced Financial Controller? Our client, a well-established organisation is seeking a dedicated and strategic Finance Controller to join their dynamic team in Wilmslow, North West. This is a fantastic opportunity to become a key player within a company renowned for its excellent customer service, entrepreneurial spirit, and ambitious growth...

Contract Type: PermanentLocation: Alderley EdgeWorking style: Minimum 50% in the office - Hybrid (home/office based)Closing date: 17th November 2025Royal London is the UK's largest mutual life, pensions, and investment company. Our People Team is at the heart of driving strategic initiatives, ensuring alignment with executive priorities, and delivering...

Our client is a very well established financial planning firm based in Wilmslow, Cheshire. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region.They are currently recruiting an IFA Administrator to...

Our client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking a Paraplanner or Report Writer to join their dynamic team and contribute to our mission of...

Adviser Client Support – CheshireSalary: Competitive – dependent on experienceWe are working with a respected financial-planning firm (details provided upon interview) to recruit an experienced Adviser Client Support professional.*Key Responsibilities*Provide high-quality administrative support to the adviser teamPrepare and process all client...

Support Workers Wanted – Make Every Day Extraordinary at David Lewis Warford, near Alderley Edge, CheshireIncredible Careers | Beautiful Campus | Life-Changing Work Looking for a job that's more than just a job? At David Lewis, we don't just offer roles—we offer careers with purpose. Set in the heart of the stunning Cheshire countryside, our campus is a...

Contract Type: PermanentLocation: Alderley EdgeWorking style: Minimum 50% in the office - Hybrid (home/office based)Closing date: 17th November 2025Royal London is the UK's largest mutual life, pensions, and investment company. Our People Team is at the heart of driving strategic initiatives, ensuring alignment with executive priorities, and delivering...