Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in the West Midlands.
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Posted by Proftech Talent Ltd • £35K/yr to £45K/yr
Our client is looking for a dedicated Product Expert for their new ERP system, which is supplied by industry leaders Epicor, to join the team.
This role will be instrumental during both the pivotal implementation phase and the vital period of ongoing system usage post-deployment.
They are committed to providing comprehensive training, enabling you to become an adept user and teacher of these platforms, equipping you with the knowledge to train others effectively.
This key role involves leading the FP&A team, overseeing the submission of the annual budget and quarterly forecasts, and delivering consolidated group reporting.