We are seeking a meticulous and dedicated FP&A Manager to join a leading multi-site business to be responsible for driving the financial planning and analysis of the business through providing insight and analysis to senior stakeholders to support strategic decision-making.
Our client is a large-scale entity with a significant footprint in their industry.
Committed to delivering quality services, the company has an extensive network of facilities across the UK.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
Our client, a national financial planning firm, is looking for a Financial Planner to join the business to help deliver excellent financial planning, advice, and service to clients via a deskbased service model.
Key Responsibilities
To provide holistic financial planning solution to private client across the full suite of financial planning solutions.
Achieving revenue targets set by the business and regional manager.
You will work directly alongside the CFO and Finance Director to help ensure that the finance function is fit for purpose and creating valuable and accurate MI.
Citadel Source are delighted to be partnering with a highly reputable Bristol business to recruit a FP&A Manager.
As the business continues to grow and develop, the systems and processes need improvement and optimisation.