In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Are you a successful Financial Advisor with a proven record of providing innovative solutions to HNW clients?
Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support?
In order to achieve their aims and to continue their development, our client who is one of the most successful IFA firms in the area, is looking to attract an accomplished and proven Financial Planner who will benefit from a professional environment with dedicated support incorporating administration, technical, compliance, marketing and investment management.
You will play a key role in supporting and attracting new clients to thrive by partnering with them on all aspects of the recruitment and onboarding process, you will be: -
Exploring, building, and maintaining new relationships with clients.
As a business analyst/ procurement analyst (P2P) - and a proficient SAP user, as part of an expanding digital team the primary responsibility of the procurement / business analyst will be to analyse, document and work with the Procurement and Accounts Payable teams, to improve the procurement to pay ('purchase to pay') processes within the company.
Your familiarity with SAP will be essential for success in achieving resource efficient and cost-effective processes.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them.