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.
This will be a hands on and busy position providing support to the overall Financial Planning division.
Mbf are working with a national financial planning organisation in the heart of Bristol to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in Bristol, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
A professional services organisation based in north Bristol is currently recruiting a Finance Manager to join their team.
Working for an organisation that has won awards within its industry and offers very good benefits including flexi time and a generous holiday allowance, this is an excellent opportunity for anyone looking to further their career within this field.
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.
General
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisation to recruit an experienced & qualified Paraplanner.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
I have been asked to assist my client with their current recruitment to find their next Finance Manager Finance Manager.
General
As a Finance Manager, you will be responsible for overseeing the financial operations of the organisation and ensuring the accuracy and integrity of financial data.
The company ae well established and looking to grow!
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.