Our FP&A team are looking for a Finance Business Partner to support New Growth and Fund activity.
The role is responsible for commercial analysis, decision support, budgeting and forecasting relating to Funds and New Growth opportunities.
The role reports into the Property FP&A Manager, with additional stakeholders outside of the team including Fund Managers, New Growth teams, and fund and JV investors.
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
Join a reputable financial services firm located in the thriving area of East Bristol.
Your new company
With a commitment to excellence and a track record of success, we offer a supportive work environment where your skills will be valued and your career can flourish.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.