To assist in all areas of income and cost analysis, forecasting and reporting for the Financial Planning and Analysis Team.
General
This growing rapidly growing financial planning function is looking for an enthusiastic individual to grow, develop and support a range of financial planning, analysis and reporting activities.
This is an excellent opportunity for a recent graduate (Finance, Accountancy or Economics) or AAT professional, looking to take on their first permanent role within financial services and work towards a professional accounting qualification (study support provided).
Our client is a PE backed market leading specialist providing business critical services that support the infrastructure of some of the UK's largest companies committed to the move to a net-zero future.
To £60,000 Bonus Benefits
Birmingham (hybrid, flexible working); The Company
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
The Financial Analyst will play a crucial role in providing accurate financial analysis, reporting, and forecasting to support strategic decision-making processes.
This position requires a detail-oriented and analytical individual who can effectively communicate financial insights to various stakeholders within the company.
Market leading organisation within the environmental/manufacturing industry
The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
Churchill Howard are looking to recruit an FP&A Analyst for one of the region's leading employers.
The person will take responsibility for managing the forecasting and planning activities of the business, acting as a virtual business partner to finance and having high visibility with senior stakeholders.
Key responsibilities will include
Leading and co-ordinating the budgeting and quarterly forecasting processes, with buy in from key stakeholders across the business.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
General
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield.