They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector.
Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
Are you a highly professional and competent individual seeking a rewarding opportunity in the world of Chartered Financial Planning?
Look no further!
We are working with an Award-winning Chartered Financial Planning firm nestled in the heart of Marlow, Buckinghamshire, and we are on the lookout for a dynamic addition to their Paraplanning team.
As the Management Accountant (Accounts Senior) you will play a crucial role in ensuring the smooth financial operations for clients within the portfolio as well as for our Client themselves.
You will collaborate closely with their clients and internal teams to deliver exceptional financial support and reporting.
Management Accountant (Accounts Senior) - Practice to Industry Opportunity
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office would be desirable
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team.
As the Management Accountant (Accounts Senior) you will play a crucial role in ensuring the smooth financial operations for clients within the portfolio as well as for our Client themselves.
You will collaborate closely with their clients and internal teams to deliver exceptional financial support and reporting.
Management Accountant (Accounts Senior) - Practice to Industry Opportunity