Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
They seek a presenter to deliver financial education programmes to employees of corporate clients.
General
Specialist provider of financial education in the workplace supported by regulated advice for individuals, it helps employees understand how to maximise their workplace savings and benefits in the context of their overall financial position, by delivering financial education and guidance which is tailored to their needs.
This complete service offering helps employers support employees to make informed decisions to improve their financial wellbeing throughout their career and to maximise income at-retirement.
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Nottingham, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Great opportunity to join an established investor-backed FS/Insurance SME who are looking to bring on an exceptional CFO who will partner directly with the CEO to drive the company's strategy.
This is an exciting opportunity where you will oversee the day-to-day financial management of the business, further develop the finance function, systems, and processes, and direct the accounting operations.
Reporting directly to the CEO, the CFO will interact with all levels of the organisation.
We are looking for a part time Financial Reporting Accountant, working closely with the Financial Reporting Manager to ensure accurate and timely financial reporting.
Responsibilities
Prepare and review month-end financial reports, including reconciliations and analysis to ensure accuracy.
General
This hybrid role offers the flexibility to work both remotely and from the office.