As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
As an Associate Financial Consultant, you will have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
Renowned for delivering tailored solutions and exceptional client service, our client is seeking a dynamic Associate Financial Consultant to join their expert team.
We are partnering with a reputable advisory consultancy specialising in financial planning services for corporate clients, with a strong emphasis on the Independent Schools sector.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Marks Sattin are delighted to be partnered with a rapidly growing finance advisory firm based in London for the recruitment of a Qualified Accountant to operate as a Finance Consultant within the team.
Typically, you will work with clients during transactions (mergers, acquisitions, disposals, refinancing), also with operational improvement activities (cash flow modelling, forecasting, reporting and KPIs, finance function review and improvement) and to deliver commercial initiatives (costing, procurement, contracting and negotiations).
The role will include providing hands on finance and commercial expertise, and to provide support to finance directors and senior teams to assist them through demanding and often unusual periods of change.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients.
With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
The Finance Manager reports directly to the company's Directors and is responsible for the firm's daily accounting operations and management of a small team.
My client is a well respected professional services provider based in Central London.
Their current turnover is about £10 million, with a strong focus on client relationships and client orientation.