My client in the East of England is looking to recruit a permanent Financial Planning Manager into their team.
Reporting into the Chief Finance Officer your role will be responsible for the operational management of the Financial Planning team and ensuring the team delivers the Medium-Term Financial Strategy (MTFS) as well as the production of the annual budgets, in year budget monitoring and the reporting of the year-end outturn position and supporting the production of the Statement of Accounts, all within accordance of statutory reporting requirements.
You will also take the lead in developing the skills of the Financial Planning team to facilitate a programme of continuous improvement and to ensure the ongoing resilience of the team.
As Group Financial Planning Manager Reporting you will be responsible for managing the reporting processes and delivering actionable insights to support strategic decision-making across the organisation.
Venture Recruitment Partners are delighted to partner with a global business in the recruitment of a brand-new role within the Group finance team.
Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates.
With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability.
They pride themselves on maintaining the highest standards of service and integrity.
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.
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.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.