A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
Are you a Finance Manager with ACCA / ACA / CIMA Qualification or similar looking for a varied and autonomous where you will oversee Financial processes and undertake hands-on work within a well-established yet growing SME who offer opportunity to increase your earnings through a bonus and to be the technical Finance expert in the company?
£50,000 - £55,000 Company Bonus Progression Company Benefits
SF Executive have been retained by a prolific mid-market PE house to find a commercially astute and communicative Chief Financial Officer for their portfolio company in Berkshire.
Big plans are afoot to scale the business through a combination of organic growth and sensible M&A - we will then be into a sale process which could see a secondary PE deal or potentially a trade exit.
The business has turnover of c£30m and a strong conversion of revenue into EBITDA.
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.
Financial Adviser - Newbury based boutique IFA Firm - Lots of flexibility to work from home - £50k - £70k basic salary with bonuses
My client is a wealth planning firm with its main office near Newbury with 3 established Advisers and a full support team of Paraplanners and Administrators.
They offer financial advice on a whole of market basis across: pensions, investments, tax planning, estate planning, IHT planning and some protections etc.