Posted by Hays Specialist Recruitment Limited • £70K/yr to £90K/yr
Exceptional opportunity has arisen within a highly reputable firm of IFAs for an ambitious and driven Financial Adviser with the desire to step into a role which has huge scope for growth.
Your new company
You will be part of a dynamic team of professionals and a key player in driving forward the growth of the financial planning business.
Posted by Hays Specialist Recruitment Limited • £50K/yr to £75K/yr
An excellent opportunity has arisen within a highly reputable, well established IFA practice for a Financial Adviser to service an existing client portfolio.
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
Working closely with Senior Operational Management and Finance Business Partners in the division, you will lead improvements in project accounting advising the business on setting up projects accurately with correct revenue and profitability as well as enhancing project reporting quality, profitability and improving cashflow.
As well as project and commercial management you will be able to build bid models that maximise commercial scoring whilst increasing the profitability of the business.
To succeed in the role we will expect a highly commercially experienced background in contracts demonstrating how the quality of project accounting has been enhanced in a previous role.