Posted by Financial Divisions • £28K/yr to £34K/yr
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
Posted by Financial Divisions • £28K/yr to £34K/yr
Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing.
I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals.
SF Executive have partnered with a private equity backed service business that are seeking a Head of FP&A to support the CFO with a business improvement and growth journey.
As Head of FP&A you will be tasked with (but not limited to) the following:
Budget process: o Collaborate with the wider finance team to deliver high quality budgets within required timescales.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.