Day to day of the Financial Planning Analyst (FP&A) role:
Reed Accountancy and Finance are currently seeking a Financial Planning Analyst (FP&A) to join our clients expanding team within a successful and ambitious business.
The ideal candidate will have a proven track record in financial planning and analysis, with the ability to build and maintain financial plans, monitor business performance, and produce reports for senior leadership and be able to support on an interim 6 month basis.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
Our client that has experienced constant expansion now needs a best-in-class planning, analysis and business-partnering leader, to help maximise the efficiency and insight of their business.
Our client are seeking a diligent a KYC Analyst to join their Financial Intelligence Team.
We have a 12 month FTC for a KYC Analyst.
As an integral member of the team, you will play a crucial role in safeguarding the organisation against financial crimes by applying your knowledge of AML regulation and policy to various tasks, including customer on-boarding, transaction monitoring, and KYC refresh.