client manager paraplanner jobs in Alderley Edge

You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.

You will demonstrate a high attention to detail and in depth understanding of the client needs.

You should be an experienced Paraplanner with great report writing and analytical skills

Job Description COMPANY DESCRIPTION At SFA-Connect, we help destinations and venues win the right business. As a specialist business tourism consultancy, we work with venues and destination marketing organisations (DMOs) around the world, providing intelligent research, targeted lead generation, and strategic insight that drives long-term growth. We operate as a true extension of our clients’...

A leading legal firm in Alderley Edge seeks a motivated Private Client Solicitor to manage a diverse caseload of Wills, Trusts, and Probate matters. Do you have the skills to fill this role Read the complete details below, and make your application today. This role demands 1-4 years of post-qualification experience in Private Client law, excellent drafting skills, and strong financial...

You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients.

You will demonstrate a high attention to detail and in depth understanding of the client needs.

You should be an experienced Paraplanner with great report writing and analytical skills *

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.

Account Manager | Client Relationship Management | Recruitment & PayrollOTE: £40,000 £50,000 (Year One) Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.Location: Office-BasedSector: Recruitment | Payroll | Umbrella ServicesOrganisation: Fast-Growing, Career-Focused BusinessJob Overview Accomplish Today are...

Designer Recruitment are looking for a creative and strategicSocial Media and Content Leadto elevate our client's brands online presence across social media and search. Working closely with the Head of Marketing, youll be responsible for developing and executing high-impact strategies that grow our client's audience, enhance xujxxms engagement, and strengthen their brand in the UK. Below, you...

Mansell Consulting Group is delighted to be working with clients who operate stunning destination-style venues throughout Cheshire, renowned for serving exceptional fresh gastro food. We are currently seeking an Assistant Manager to support and help lead a wonderful, busy, foodie-focused venue, ensuring outstanding service and smooth day-to-day operations. Duties Supervise daily operations and...

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.General accountabilitiesComply with the Financial Services and...

ParaplannerUp to £55,000 DOEMultiple locations across the UK4 Days Working From HomeStaff Benefit SchemeAre you a technical and motivated Paraplanner looking for a better work like balance?Then this Paraplanning opportunity could be for you! As an integral part of the support team, you will work closely with financial advisers to provide research, analysis, and report writing. Your role will be...

You will work closely with a financial planner but the majority of client work will be your responsibility.

You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm.

You will love learning and have the capacity to become Chartered if you're not already on your way there.

You will act as the main point of contact for customers, resolving queries, supporting system use, and coordinating with internal teams to maintain high operational standards. Key ResponsibilitiesAct as the primary liaison between clients and internal operations teams. Build and maintain strong working relationships with key customers and stakeholders.

Location WILMSLOW Salary £35000 - £50000 TypePermanent WorkplaceOn-Site Ref89070 Recruiter Managing This Role Client Manager Financial Planning Location: Cheshire Salary: Competitive + benefits An exciting opportunity has arisen for an experienced and client-focused Client Manager to join a highly regarded Chartered Financial Planning firm. The successful individual will play a key role in...

Your newpany Our client is a forward-thinking accountancy and advisory firm dedicated to helping businesses and individuals achieve their financial goals. With a reputation for delivering expert advice and personalised service, the firmbines technical excellence with a deep understanding of client needs, passionate about building long-term relationships and providing proactive solutions across...

Spencer Clarke Group are working with a well known, successful and very modern Accountancy Firm who are recruiting for their office based in Wilmslow. They are going through such positive growth right now and it's great to see! They are searching for an AAT or ACCA qualified or part-qualified or QBE Client Manager to be a strong addition to their team, and take on Senior responsibilities within...

Client Relationship Manager (Hypercare Specialist) Location: Hybrid - 2 days in Wilmslow, 3 days from home Salary: £25k + £8k per annum We're Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You're spinning plates trying to keep your customers happy, stay on top of rules and regulations, look...

You will be responsible for contacting our current clients and booking in visits for our Field Consultants in line with our service offering, along with embracing our core values through being energetic, positive and supportive to your team, and focused on putting the client at the heart of everything you do.

You will warmly welcome every client, offer expert guidance and support, while confidently managing payments, bookings, and day-to-day coordination through our online scheduling system—so solid computer literacy is essential.

You will work closely and communicate effectively within a supportive team consisting of two other Receptionists, a Practice Manager, a VCA, an RVN, and a Clinical Lead

You should be able to tick these boxes:· Administration experience, preferably in a financial planning company · A basic knowledge of investments, pensions and life assurance policies. Financial administration qualifications would be advantageous. Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.

You will work closely with the partners to help develop client relationships, identify new opportunities, and support the ongoing growth of the practice. Key Responsibilities: - Manage a portfolio of owner-managed businesses, SMEs, and limited companies. - Oversee preparation and review of statutory accounts, management accounts, and corporation tax returns.