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.
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.
This individual will be the front line individual responsible for the running of this small/medium sized freight forwarder and will be responsible for all operational matters.
One of the key responsibilities will be dealing with compliance and quality management so experience in these areas would prove useful - particularly in relation to GDP.
The ideal candidate would also be someone that could take a step up at some future point.
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.
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 that lead them.