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14 Jobs in Cheshire





 
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Corporate Tax Senior Consultant or Tax Manager - New Zealand , Wellington
Added 24 Nov 2014 by Brewer Morris (Australasia)

Sun, 23 Nov 2014 23:00:00 GMT



Private Client Tax Associate | Newcastle | Top 10 , Neston
Added 01 Nov 2014 by Pro Tax

Fri, 31 Oct 2014 23:00:00 GMT



Corporate Tax Senior Manager - New Zealand , Wellington
Added 26 Oct 2014 by Brewer Morris (Australasia)

Sat, 25 Oct 2014 22:00:00 GMT



Corporate Tax Senior Consultant or Tax Manager - New Zealand , Wellington
Added 23 Oct 2014 by Brewer Morris (Australasia)

Wed, 22 Oct 2014 22:00:00 GMT



Paraplanner
My Client is currently looking for an experienced Paraplanner to join their business in Cheshire on an initial 12 month contract. THE ROLE ? To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and/or Senior Client Partners ? To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner ? Regularly participate in team meetings, including highlighting issues and owning actions through to resolution ? Assist with any new business initiatives, as required ? Proactive in suggesting improvements for the continuing progression of the team and Company ? Strong technical knowledge and research of Financial Services products ? Relevant experience in a Wealth Management environment ? Effective communication, both verbally and in writing ? Effective drafting of client advice ? Ability to attend client meetings THE CANDIDATE ? Must be Diploma level and looking to work towards Chartered status ? The candidate must have full paraplanning experience ? Experience in a fee based environment ? Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser ? Experience in report writing and research (ideally pre-sale) ? Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge Salary up to ?35k with a excellent benefits package. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 16:37:30 GMT



Trainee Paraplanner
My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE ? Work with the financial planner to develop strategy and specific recommendations ? Composition of initial strategy and suitability reports ? Set up proposed portfolio, migrate assets and establish discretionary management ? Undertaking quarterly valuations for our clients ? Manage the prospective client relationship during the initial process being the first point of contact ? Supply management information as required and ensure fees are set up correctly and collected ? Migration of non-platform assets and new funds ? Composition of bespoke suitability reports ? General administration ? Facilitate discretionary management of client investments ? Responsible for maintaining client files and meeting compliance requirements ? Supply management information as required ? Prioritisation of work to meet client expectations ? Obtain information and analyse existing portfolio THE CANDIDATE You will ideally possess the following skills and experience: ? Diploma in Financial Planning (or equivalent) ? A high level of attention to detail and accuracy ? Confidence in dealing with high net worth clients ? Ability to work in a fast paced dynamic environment ? Self-motivated with strong prioritisation and organisational skills ? Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate Salary c?25,000 They recognise the importance of staff and as such reward them with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Senior Paraplanner
My client is currently looking for a chartered or almost chartered Paraplanner to join their rapidly expanding team in Cheshire. THE ROLE o Working with the financial planner to manage client portfolios under our discretionary management service o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner o Ongoing review of client portfolios on a quarterly basis providing a high level of service to the clients and financial planner o Undertaking general administration and completing financial planning reports meeting our compliance standards o Involvement in new client portfolios and migration of assets to our preferred wrap platforms THE CANDIDATE o A high level of attention to detail and accuracy o Confidence in dealing with high net worth clients with portfolios of ?1m o Ability to work in a fast paced dynamic environment o Self motivated with strong prioritisation and organisational skills o Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate Circa ?35,000 plus outstanding benefits and bonus They recognise the importance of our staff and as such reward them with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Group Risk Coordinator
My client is currently looking to recruit a Group Risk Client Support Administrator to join their team in Cheshire. THE ROLE ?To provide exceptional customer service and support to our clients via telephone, writing and in person, whilst maintaining departmental and personal standards. ?Clear & comprehensive understanding of all services offered to our clients ?Maintain client records and if possible, suggest revisions to processes to assist with efficiency in your day to day role ?Be confident in your knowledge of all products we provide, within your speciality. ?Achieved by attending training sessions and keeping up to date with insurer announcements and changes ?Be pro-active in ensuring you have the right skills to provide exceptional customer service ?Understand your clients? needs by questioning and obtaining the right information ?Make informed decisions, take responsibility for own actions and complete all actions in a timely manner ?Have a clear understanding of all compliance and regulatory requirements eg complaints process, FCA, FOS, DPA & TCF ?Strive to achieve and maintain both team and individual KPI?s and targets, which support the job purpose and responsibilities Previous Group Risk experience is required. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Thu, 16 Oct 2014 14:11:23 GMT



Investment Administrator
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit Administrators to join their sales support function in Northwich. The purpose of the role is to undertake all business processing and administrative activities. Excellent Administration skills are required with an attention to detail and accuracy particularly important. Candidates with Financial Services experience will be viewed favourably. For further information and a confidential discussion about this position, please contact Leanne Fairhurst on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 08 Oct 2014 09:10:03 GMT



Technical Paraplanner - ?35,000
My client is currently seeking a Senior / Technical Paraplanner to join their team in Cheshire. The successful candidate will support Paraplanners and Advisers by carrying out the following; ? Research into product wrappers and investments held by prospects and existing clients ? Construction of financial planning and investment strategies ? Comparative analysis of existing and new products and strategies ? Completion of bespoke suitability reports ? Check suitability reports written by the Paraplanners, giving relevant feedback and guidance ? Manage the document templates in relation to the suitability process and update these in line with any changes in regulation, legislation or company stance on any issue ? Make procedural change recommendations to Team Leaders and Compliance Manager where appropriate ? Ad hoc research where requested by Adviser or client management teams ? Production of technical briefings on matters of interest in the financial services industry ? Participate in ad hoc projects and business change initiatives ? Exhibit strong collaborative skills and support colleagues where appropriate ? Be genuinely flexible to changing business requirements ? Undertake professional qualifications As a minimum standard you will be Diploma qualified however ideally you will be Chartered or working towards becoming Chartered. They recognise the importance of their staff and as such you will be rewarded with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, Healthcare and a very generous holiday entitlement. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 16:40:24 GMT



IFA Administrator
My Client is currently looking for an experienced IFA Administrator to join their team in South Cheshire. THE ROLE ? To work as part of a team alongside the firm?s advisers to provide clients with a professional ongoing financial planning experience ? Assisting advisers in the creation of client financial reports / letters ? Liaising with product providers, as and when necessary ? Arrange meetings / book appointments ? Update and maintain the firm?s records / registers, as required ? Update and maintain the firm?s diary system ? Monitor fee payments from clients ? Submitting new business ? Compiling invoices ? To deal with telephone / email enquiries. ? To attend staff meetings as and when required. ? Maintain a computerised customer database. ? Type and word-process various documents and electronic information. ? Create financial reports using spreadsheets. ? Prepare client portfolio reviews. ? Sorting and distributing incoming post and organising and sending outgoing post. ? Create and maintain filing systems / client files. ? Comply at all times with the firm?s Compliance; Training & Competence; Complaints and Data Security policies / procedures. ? To ensure that the firm?s clients are treated fairly at all times. ? Attend training and to develop relevant knowledge and skills. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:59:19 GMT



Paraplanner
My Client is currently looking to recruit an experienced Paraplanner to join their team in South Cheshire. THE ROLE ? To work as part of a team alongside the firm?s advisers and administrators to provide clients with a professional ongoing Financial Planning experience ? Once in receipt of a completed ?factfind?, collate all the relevant quantitative detailed information required to compile a financial services report ? Undertake research to identify suitable solutions to meet the client?s needs and objectives ? Prepare information for analysis by the adviser ? Check all paperwork / information is available to ensure that the client file meets the FCA?s rules and requirements ? Discuss the client?s needs and objectives with the relevant adviser ? Prepare suitability reports in accordance with the agreed recommendations ? Organise future planning meetings with clients, in accordance with agree timescales ? Review investment portfolio, asset allocation, risk profile etc. ? Keep up-to-date with new product, technical or legislative changes within the marketplace ? Act as main point of contact and deal effectively with queries from clients and other parties ? Establish and build strong relationships with clients ? If required, attend client meetings with adviser THE CANDIDATE ? Excellent inter-personal skills, both written and verbal ? Excellent report writing skills ? Accurate with good attention to detail ? Time management ? Detailed knowledge of the FCA?s rules and requirements ? Detailed knowledge of the FCA?s and the firm?s record keeping requirements ? Broad knowledge of the financial services sector ? High level of technical knowledge ? Qualified to diploma status For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:58:33 GMT



IFA Administrator - Cheshire
An exciting opportunity is available for an experienced IFA Administrator/Trainee Paraplanner to join a growing team in South Manchester / Cheshire. ? This is a full time position based and the successful candidate will provide essential administrative support to the company?s advisors as well as being the first port of call for clients who are seeking information about the affairs we manage on their behalf. ? Other elements of the role include liaising with product providers, assisting with product research, obtaining illustrations and producing client correspondence and reports. ? The successful candidate will need great communication, literacy and numeracy skills, and be able to adapt quickly to new IT systems. ? A keen eye for detail will be coupled with the ability to manage and prioritise your own workload. You will thrive under pressure and be willing to step up and take ownership of any tasks and issues that might arise. ? Either a specialist financial services degree (or equivalent) or relevant experience within an IFA Practice is essential. ? Relevant administrative and financial services professional qualifications is essential ? In return, the company offers an attractive package and great opportunities for progression as this well-respected firm continues to expand. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 07 Oct 2014 14:47:05 GMT



Investment Administrator
Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy asset management division. The focus of the position will be to control and carry out the production of contract notes, valuations, tax statements and portfolio statements, ensuring that all are produced and dispatched to the firm?s investment clients in an accurate and timely fashion. This will require skills in bulk printing and mail merges. Alongside such skills applicants will need to be experienced in working with investment platforms so that they are able to check the system for accuracy and provide relevant management information (MI) to other areas of the business. Candidates will therefore need to be experienced in bulk printing and ad-hoc mail merges (simple and complex), preferably in a financial services environment. A strong understanding of investment platforms would be highly advantageous. This is an ambitious, forward thinking organisation that prides itself on providing a supportive working environment and genuine scope for career progression. They offer a competitive starting salary plus an excellent benefits package, including generous pension contribution. For further information on this role please call us at Exchange Street on 0161 973 6900 or email recruit@exchange-street.co.uk. Other vacancies can be found at www.exchange-street.co.uk.

Mon, 06 Oct 2014 10:43:22 GMT