My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Hays Senior Finance are supporting a growth focused business to recruit an immediately available finance leader to support the CFO based on the outskirts of Swindon.
Your new role
This role has the potential to go permanent, but will start as an interim contract for 3-6 months with three main deliverables:
The successful candidate will have experience of setting up and maintaining effective and efficient financial procedures and experience of financial administration and bookkeeping including payroll.
You will be efficient and numerate in handling all aspects of the organisation's finance.
This will be a very hands-on role to help scale up the business.
I am working with a fast-growing client in Swindon, who are seeking a driven, personable Insurance Consultant to join their team.
You will be responsible for the management of the retention of the existing client base and achieve desired growth through maximising opportunities for cross sell, up sell and new business opportunities.
Exceptional levels of customer service should be always demonstrated, with a focus on renewal retention.
You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Our client a very successful national wealth manger is now looking for an experienced IFA administrator to join the growing team.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
Hays Senior Finance has been engaged by a FTSE organisation in Wiltshire to appoint a newly created position that is a blend of core financial accounting, insight and analysis to improve profitability, and provide leadership to two direct reports.
Your new company
This role joins an established, talented and friendly wider team in a business that has gone from strength to strength and has exciting plans for the future - both strategic growth and internal change and development focused.