A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
The business is looking to enhance the business partnering capability within the team so are now looking for a dynamic and strategic Senior FP&A professional with strong Business Partnering skills in a newly created role.
Investigo are currently working with a leading FMCG business based in Central Surrey.
Responsibilities
Prepare, understand and present the monthly P&L packs for Operations and support centre departments.
You are encouraged to improve the firm's processes and multi task as and when required in assisting the firm's growth planning and target achievement by reporting to and working with the Senior Accountant and partner.
You will be working closely with the Senior Accountant as well in ensuring all jobs are completed for the month to a high level of accuracy and highlight any areas of concern.
You will also be in charge of data entry working with the Office Manager.
As a business the company like to challenge the status quo, looking to deliver the best in class across all areas, this creates the opportunity to get involved in a number of process improvement and transformation projects.
This is a role that combines typical FP&A work with business partnering across various departments and a range of stakeholders.
Working with a well known multi-national services and software solutions business based in Staines upon Thames (hybrid, 3 days in office) to recruit a FP&A Business Partner.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.