This role would suit a Graduate who is looking to start a career within the Wealth Management / Investment sector, or it would suit someone who is currently working in financial services but is looking to streamline into a more analytical role where you will have the opportunity to take qualifications to become qualified and develop organically within the business.
I am currently working with a superb company that has a rare opportunity for an ambitious individual to join a growing IFA practice.
You will be working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
Role Overview: My client is seeking a meticulous and analytical Bonus & Commissions Analyst to join their dynamic team on a rolling contract basis.
If you thrive in a fast-paced environment and have a keen eye for detail, I want to hear from you.
This role is pivotal in ensuring the accuracy and integrity of their bonus and commission calculations, providing critical support to the sales and finance departments.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
With the opportunity to study for qualifications offered by the Chartered Insurance Institute (CII), supported by the business this will suit someone who is keen to build a career within finacial services.
Working as part of the Paraplanning Team and assist in the functioning of the team in supporting the firm's Financial Planners to deliver fantastic service to their clients.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
Our client is a growing medium sized technology business who is seeking to hire a FP&A Analyst, the role will be responsible for analysing and monitoring the UK's financial data, encompassing revenue, spending, and expenses.
The FP&A Analyst will engage with both functional and operational teams to develop a deep understanding of variance to forecast, highlighting risks and opportunities.
Analysing trends within the finance function such as sales, expenses, and profit margin.