client manager paraplanner jobs in Wilmslow

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.

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.

Paraplanner (Part-time or Full time) Location -Alderley Edge, Cheshire (SK9) Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Salary -FTE £37.5k + Bonus + 10% matched pension contribution and Private Medical Insurance We are an SJP Senior Partner Practice based in Alderley Edge, Cheshire. We are seeking to appoint an...

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...

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...

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...

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...

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...

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’...

You will work closely with the teams at Station Road Opticians, Cheadle Hulme (SK8 5AE) and Stanley Square Opticians, Sale (M33 7WZ), and may also be required to work from these locations regularly.

Job Description Due to growth this expanding cheshire business is looking to recruit an experienced Tax Manager. This companies’ client base is diverse, from sole traders to multi-million-pound corporates, but their approach is the same: deliver exceptional personal service, get to know the ins and outs of each business, and provide proactive advice that helps clients reach their goals. The...

Account Manager | Client Relationship Management | Recruitment & Payroll OTE: £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-Based Sector: Recruitment | Payroll | Umbrella Services Organisation: Fast-Growing, Career-Focused Business Job Overview Accomplish Today are...

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...

Job Description Your new firmWe are delighted to be recruiting on behalf of a highly respected accountancy practice based in Wilmslow. This independent firm is known for its client-focused approach and supportive team culture. They are now looking to appoint an experienced Accounts Assistant Manager to join their growing team. This is a fantastic job opportunity for someone looking to take the...

Sports Marketing Account Manager (up to £38K) or Senior Account Manager (up to £43K) Wilmslow (4 days in office) We're looking for an AM or SAM to join a growing Sports Marketing agency. You'll not find a more varied or exciting sports marketing role in the North West. Currently at 4 people with great plans to grow in 2026, you're role will be diverse and challenging. Working closely with the...

Designer Recruitment are looking for a creative and strategic Social Media and Content Lead to 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 xbpsjku engagement, and strengthen their brand in the UK. Below, you...

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...

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 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.

Job Description Mixed Tax Manager Location: Cheshire Acting Agency: Imperium Financial Recruitment Imperium Financial Recruitment is delighted to be working in partnership with a rapidly growing Accountancy Practice in Cheshire, who are seeking an experienced Mixed Tax Manager to join their expanding team. This is an exciting opportunity for a motivated tax professional with strong advisory...