You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning.
In this role you will be provided with an established client portfolio to service and also administration and paraplanning support.
This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Leeds.
As the Finance Director, you will be a key member of the executive team, reporting directly into the CEO you will be responsible for guiding the company's financial strategy and supporting its ambitions for growth through prudent planning and sound financial management.
An excellent opportunity has arisen for a Finance Director to join a well-established, private equity-backed company embarking on an exciting growth journey.
Key Responsibilities
Develop and oversee the implementation of long-term financial plans to support the company's growth and acquisition strategy.
Newly created finance manager role with a growing £3m t/o SME based in Crossgates supporting the Financial Director and with responsibility for managing the finance function.
This role may suit a first move from practice or an industry move.
The business uses Xero and there is the opportunity to work from home 1 day per week.