The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with client facing experience, ready to progress into advising.
The Role: I am recruiting a Financial Planner on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22).
We are looking for a warm relationship builder who is service orientated and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.
One of the best Asset Managers in the UK is hiring a Financial Planner.
We are looking for a dedicated Financial Planner to join our team, providing technical support and report writing services for client work in financial planning and advisory.
Day-to-day of the role
Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services.
As the new FP&A Manager you will be part of a collaborative and progressive team, working closely with the Financial Controller and CFO.
A rare opportunity to work within an International Professional Services company as their FP&A Manager.
This role provides broad responsibilities including involvement with forecasting, financial modelling to support decision making, analysis of WIP and variances against budget.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
As the new FP&A Manager you will be part of a collaborative and progressive team, working closely with the Financial Controller and CFO.
This role provides broad responsibilities including involvement with forecasting, financial modelling to support decision making, analysis of WIP and variances against budget.
A rare opportunity to work within an International Professional Services company as their Interim FP&A Manager.
Our client is a boutique financial planning company, who are part of Best Practice IFA Group - highly established and providing advice on all aspects of financial planning.
Salary £50,000 - £65,000 depending upon experience Bonus