The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
Due to the rapid expansion of our client and increased headcount, the finance team are looking to on-board a temp to support with meeting the demands of the business.
The role will primarily be to support the Purchase Ledger function, this includes coding and posting of invoices, processing expenses and credit card expenditure.
In return our client offers a friendly and supportive working environment.
This is a pivotal role in the Finance team where you will be working in a fast-paced, commercially focused environment, you will utilise communication and analytical skills to work with various Operational teams and Finance departments across the team.
An exciting opportunity has arisen for a leading Services business in their recruitment of a Commercial Finance Business Partner!
Key responsibilities
Completion of monthly performance reporting and management information providing analytics, information, and commentary on performance against targets.
We're recruiting a brand-new Finance Director role on behalf of a rapidly scaling (very recently) PE backed multi-site technology business.
With current revenues of £5m, this business is set to grow 50% yoy for the next 5 years.
The business is as a really exciting point in their growth journey, having secured Series A growth capital from one of the UKs best regarded Private Equity investors.