Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
We pride ourselves on delivering exceptional services and products to our clients and are seeking a talented Finance Manager to join our team and help us achieve our financial goals.
Well-established and thriving services business located in the heart of Surrey.
Position Overview
We are looking for a highly motivated and experienced Finance Manager to lead our finance team.
Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
Chartered Financial Planner - £70k - £85k basic salary plus bonus and benefits package - manage existing clients and generate some new business- Surrey based Chartered IFA
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
This isn't a typical "Accounting" role, you won't just be putting a Trial Balance onto an accounting package, you will provide genuine value to your clients, forming long lasting relationships and helping them achieve their goals and ambitions.
We are seeking an ambitious and highly motivated Qualified Practice Accountant or Auditor who is looking for a big step up in their career and a challenge.
Our client, a Top-10 firm, is recruiting for their Business Services Team, offering unparalleled career progression, opportunity, and benefits that you can only obtain at one of the largest firms in the world.