The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
Are you a dynamic and skilled Financial Planning and Analysis Manager seeking an exciting opportunity, or senior commercial finance analyst/business partner wanting that next step up?
As Head of Financial Planning and Analysis, you will play a vital role in developing and managing the Group FP&A processes, ensuring accurate forecasting, planning, and reporting.
GIfford and Partners have been retained to appoint a key role of Head of FP&A that will provide strategic commercial guidance to a growing SME based in Wakefield.
As Senior FP&A Analyst, you will be response for owning the budgeting process as well as the forecasting, business planning and cash flow forecasting for the entire business.
My client are a circa £100 million turnover family owned business who have a strong heritage in the North West.
The business has been steadily growing over the last few years and are always in the mortgage for relevant acquisitions.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client is offering an exceptional package of company benefits (listed below)
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.