Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client base is varied and Includes Financial Services, Large Corporate and Third Sector Clients and through leveraging technology and innovation, Life and Pensions must deliver an excellent service across our diverse client base.
Working in a busy office environment you will be given the opportunities to learn new skills.
Business Function
Equiniti helps some of the UK's best-known brands and public sector organisations manage complex and regulated administration covering pensions, payroll and payments.
Posted by Hays Specialist Recruitment Limited • £27K/yr to £29K/yr
The role is responsible for the delivery of cost-effective, efficient, and responsive financial accounting services to the Trust.The post holder will be part of the centralised corporate finance function which incorporates financial accounting, planning, and reporting services.
Analysis, preparing and producing reports, preparing and posting journals, streamlining processes, and ensuring compliance with relevant accounting standards / Standing Financial Instruction (SFI) / Scheme of Delegation (SoD), HMRC rules, policies and regulations.
The role includes responsibilities such as treasury and financial accounting, including processing payment runs for the Trust and its Charity, supporting the preparation of Charitable Accounts, carrying out reconciliations, providing technical accounting advice and
Company Overview: This highly regarded financial planning business is committed to providing comprehensive financial planning and wealth management services.
We are currently working with a leading Financial Planners based in Horley, Surrey, to recruit for a Paraplanner to join their team.
Our client operates a hybrid structure with 3 days wfh and 2 in the office.