Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
General
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
Due to rapid growth, an exciting opportunity has arisen to join a boutique Investment House based in Bristol, as they seek to hire a Client Administrator to join their team.
Reporting to the FP&A Director, you will provide insightful analysis, actionable recommendations, and financial expertise to drive informed decision-making.
FP&A Business Partner 12 Month FTC Hybrid working 2 days office per week
As an FP&A Business Partner, you will play a critical role in supporting our financial planning and analysis function, collaborating closely with various senior and exec stakeholders across the organisation.