Posted by Churchill Howard Limited • £52K/yr to £58K/yr
Responsibilities Include
Assessing financial and commercial risks of new investments, conducting sensitivity and scenario analysis, and recommending risk mitigation strategies.
General
This role aims to add value to the operations of the business by providing financial support to key business stakeholders.
Churchill Howard are working in partnership with a highly reputable organisation in Worcestershire to recruit a Finance Business Partner.
You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems.
Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes.
Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
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.
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're seeking to bring on a talented Assistant Accountant into their experienced finance function to assist the Finance Manager with the production of management accounts.
The organisation who operates in the retail sector have shown their strong intentions to develop and become one of the fasted growing organisations within their sub-sector.
Mitchell Adam has recently confirmed the continuation of their fantastic collaboration with an established and progressive organisation in Worcester.