Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Domus Recruitment are working with our client who are looking for a Financial Planning Analysis & Bid Costing Lead.
You will report directly into the Head of Planning & Reporting and will support financial planning & analysis across the business, along with key budgeting & forecasting processes.
A key part of the role will be pricing of significant value or complex tenders with ownership of regional pricing activity.
Eng4ge Business Consultancy have an exciting new opportunity for an individual looking to take the next step in their career to join a busy team within a wealth management practice who are a highly successful Appointed Representative of St. James's Place Wealth Management Plc.
Duties
Submission of all replacement cases to the paraplanners.
Post- meeting Summary emails & Letters for all BB meetings (and attaching to Related Tab).
This is an excellent opportunity for a first time FC or someone looking to increase their work-life balance/flexibility.
We are partnering with a small, independent organisation in West Berkshire to appoint a Financial Controller.
You will work closely with the managing director and be solely responsible for the entire finance function, from bookkeeping and payroll to cashflow forecasting and reporting.