We pride ourselves on delivering exceptional services and products to our clients and are seeking a talented Finance Manager to join our team and help us achieve our financial goals.
Well-established and thriving services business located in the heart of Surrey.
Position Overview
We are looking for a highly motivated and experienced Finance Manager to lead our finance team.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
With over 50 highly skilled employees, including partners, we are a firm committed to delivering exceptional service to a wide range of clients in the UK and overseas.
It is their mission to deliver an outstanding client service and a sincere commitment to make a real difference to individuals and businesses.
Established for over 75 years, we are representing are one of the largest firms of chartered accountants, tax and business advisers in Surrey.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
Chartered Financial Planner - £70k - £85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.