This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
This is a great opportunity to become a financial analysis "rock star" and grow your career in a global tech company!
In this role you will partner with different global business departments, providing financial information, tools, analysis, and insight to business unit executives, assisting them in evaluating their departmental performance, helping them make more data-driven, informed decisions, and driving their business strategy.
Currently, we're on the lookout for an experienced Finance Business Partner to join our dynamic Finance team.
This is a great opportunity to become a financial analysis "rock star" and grow your career in a global tech company!
In this role you will partner with different global business departments, providing financial information, tools, analysis, and insight to business unit executives, assisting them in evaluating their departmental performance, helping them make more data-driven, informed decisions, and driving their business strategy.
Currently, we're on the lookout for an experienced Finance Business Partner to join our dynamic Finance team.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Professional study support; Up to £29,000
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.