Posted by Trinity House Group • £60K/yr to £70K/yr
Trinity House Group are recruiting on an exclusive basis for a Senior Finance Consultant (Qualified Accountant, Practice or Industry trained) to join a UK-based consultancy firm specialising in finance transformation.
They offer a comprehensive range of services, including financial close and consolidation, reporting and dashboarding, budgeting, planning & forecasting, global minimum tax, ESG & sustainability reporting and regulatory compliance & reporting.
Founded by two Qualified Accountants, their mission is to enhance the efficiency and strategic capabilities of finance departments within organisations.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Senior Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationships, with a client following preferred and be a strong business developer.
While being Chartered with CII is preferred, it is not essential, Advanced level 6 diploma qualifications are required.
Are you a CFO/finance director in industry, but are getting too involved in the day-to-day activities, and would like to express your talent more across multiple businesses?
Are you in an accounting firm and would like more focus on client facing time, rather than being bogged down with managing people and/or reviewing work?
Position Overview
Make the vision of transforming quality of life for business owners a reality the clients you are responsible for.
As the Senior Paraplanner, your role is to provide vital support that encompasses research, report writing, quotations, and preparation of suitability reports for the financial advisers you assist.
With a minimum of 2-3 years of experience in a Paraplanning role at an IFA (Independent Financial Adviser) environment, you will demonstrate exceptional technical knowledge across all financial planning areas.
Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual objectives.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.