Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
Posted by Financial Divisions • £30K/yr to £35K/yr
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
Posted by Financial Divisions • £30K/yr to £33K/yr
Wealth Planning/Financial Advice Business
Our client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
Reporting to the CFO the role is primarily responsible for short term cashflow management, including variance reconciliation, forecast updates, invoice discounting reconciliation and approving payments.
We are recruiting a Surrey based Interim Finance Manager for a 6 month assignment with our technology manufacturing client.
This role will suit an experienced Manager/Controller with a background in complex cash management, ideally gained in a manufacturing environment.