Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or 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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £28K/yr to £34K/yr
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
Posted by Service Care Solutions - Legal • £439.94/day to £500/day
Candidate Criteria
CCAB/CIMA Qualified Accountant or Equivalent.
General
The role will also coordinate financial monitoring and reporting processes across the Council ensuring regular reporting to the council's leadership, improving current processes and ensuring that they are fit for purpose and provide information that aligns financial and service delivery, providing insights to decision-makers, working closely with Finance Business Partners, and coordinating processes for development of financial mitigations.
The key aim is delivery of longer-term financial sustainability in a complex and financially challenged authority.
Investigo are seeking an experienced P2P Finance Project Manager to deliver financial projects within our client's organisation.
The successful candidate will be responsible for managing project time-lines, budgets, and stakeholder communications, ensuring alignment with business objectives.
You will lead cross-functional teams, mitigate risks, and drive project success from initiation to completion.
Posted by Financial Divisions • £28K/yr to £34K/yr
Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing.
I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals.