Marks Sattin are delighted to be partnered with a rapidly growing finance advisory firm based in Manchester 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.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
As a financial Adviser, you will be responsible for providing financial planning, guidance and advice to clients, helping them achieve their financial goals.
We are seeking a dedicated and knowledgeable individual to join our Independent, boutique Wealth Management firm due to substantial growth over recent years.
General
You will be required to be fully Level 4 qualified; CAS status is preferred but not essential.
City & Capital are currently representing a highly respected & fast growing client who offer a range of services to business owners in the financial planning & wealth management sectors.
Our client is known as a 'business lifecycle' consultancy as they offer services to professional organisations throughout their entire lifecycle to support company growth, recruitment & business acquisitions/sales.
This means from the start of a companies journey to the very end, our client supports each business to achieve their ultimate goals.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
Meet potential new clients to ascertain their current and future financial planning needs.
General
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.