client manager paraplanner jobs in Wilmslow

You will work closely with financial planners, managing client relationships and participating in all client meetings. The firm emphasizes a supportive work environment with flexible working hours and extensive benefits, including generous holiday allowances and a bonus scheme.

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 on all aspects of Private Client matters, including but not limited to Wills, Trusts, and Probate.

You will have full legal support from paralegals and secretaries. The firm offers hybrid working and extremely generous annual leave. Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.

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...

You will play a crucial role in ensuring the delivery of high-quality financial advice through comprehensive technical support and detailed recommendation reports.

You will have proven experience in an IFA or Wealth Management environment and demonstrate excellent analytical and communication skills.

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 accountabilities Comply with the Financial Services...

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...

A reputable firm of accountants in Wilmslow is seeking a Private Client Tax Manager/Senior Manager to manage a diverse portfolio of private client tax cases. The ideal candidate will have at least 5 years of tax advisory experience, strong technical knowledge, and excellent communication skills. This role comes with benefits like hybrid working options and career development opportunities in a...

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...

A dynamic new law firm based in Wilmslow is looking to appoint a Client Onboarding Manager to join their team in early 2026. Specialising in Residential Property, this modern and ambitious firm is entering an exciting growth phase with a clear five-year plan and strong earning projections. This is a fantastic opportunity to take ownership of the client journey and play a key part in building the...

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...

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...

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 growing accountancy firm in the UK is looking for a Tax Senior to manage personal tax compliance for a diverse portfolio of clients, including high-net-worth individuals. The ideal candidate will be proactive, detail-oriented, and ATT qualified or QBE/CTA part-qualified. This full-time role offers a salary of £30,000 – £40,000 per year and a range of benefits, including flexible working, health...

A global insurance provider is hiring a Commercial Account Executive in Wilmslow. This role involves building relationships with B2B clients, developing new business opportunities, and working with the Branch Manager to achieve objectives. Successful candidates will demonstrate customer-centric consultative skills and a tenacious approach to business development. Competitive rewards include...

You will work closely with financial advisers to provide comprehensive support, develop detailed recommendation reports, and ensure high-quality financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in an IFA environment. Competitive salary of up to £45,000, 37.5 hours per week, and numerous benefits are offered in this remote position.

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 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 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.