As a Financial Planner, you will be responsible for developing and managing client relationships, analysing financial information, and creating strategies tailored to individual needs.
Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients.
This role involves delivering expert financial planning advice to this niche book, acting as their primary relationship manager, and ensuring high standards of service and accuracy in all advice provided.
Are you an experienced Financial Planning Administrator seeking a new challenge and the chance to step into a leadership role?
We are currently recruiting for a Senior Financial Planner with a clear pathway to become Head of Account Management within 12-18 months.
This exciting opportunity is perfect for someone looking to advance their career, take on mentoring and team leadership responsibilities, and grow within a successful wealth management firm.
To be considered for this role you will need to be Diploma qualified, have competent adviser status and currently working in the financial services sector at a financial planning or wealth management business.
Job Description
Our client is a growing wealth management firm who are looking for a Financial Adviser.
The Financial Adviser will take full responsibility for the preparation of client reports, preparation and implementation of recommendations and financial plans and the on-going review of client financial goals.
My client, a dynamic and forward-thinking fleet solutions organisation, is looking for an experienced and qualified Finance Manager to come onboard.
You will also task manage the Finance team to established deadlines and substitute for the FD where absent.
The main purpose of the role is to provide support to the Finance Director in the management of the day-to-day function of the Finance department, including management and financial accounting/reporting, internal controls, cash flow/treasury management, budgeting and reporting.
We are seeking an exceptional FP&A Manager who is highly skilled, proactive and experienced in financial planning & analysis to join our award-winning client's team.
This is an independent technology-enabled risk management advisory firm specialising in the management of FX, interest rate and other market risks.
The role will be based predominantly at the firm offices in the Winsor area with one day per week at the firm's London office and one day working from home.
As the FP&A Manager, you will take a lead on preparing forecasts, budgets and business plans for the firm as well as playing a pivotal role in driving firm performance.
Specific duties include
Support fee earner department rolling forecast and budgets over extended periods.
Run fee earner department 'bottom up' budget process helping Department Heads agree income forecasts and budgets which generate required levels of profit.