Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Opportunities for career progression to Para planner or Senior Administrator roles.
Manage and process all aspects of pre-sale and post-sale administration efficiently.
We are supporting our client, a globally recognised business, in their search for a Senior Finance Analyst to join their team on a 12-month fixed term contract.
This role offers the opportunity to be a strong business partner and play an integral part in the finance function, performing all accounting processes for your respective area.
You will be more than just a number cruncher; you will add value by understanding data and aiding teams in making informed commercial decisions.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Hitchin who are looking for their a Senior Paraplanner to join their team.
As a company they offer ethical and honest solutions to help their clients achieve financial goals.
With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.
Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators.
Full Study Support
Only 6 months of experience required or no experience but with some industry exams completed.
Our client, a highly acquisitive organisation, with impressive strategy in place for continued growth and innovation, is looking to source a dynamic Senior FP&A Manager with a passion for data and producing insightful MI, to join its talented team.
Reporting to the Head of Group FP&A, the FP&A Senior Manager will lead across a number of areas of FP&A including budgeting, forecasting and month end board, investor and lender reporting.
Main duties include
Developing reports, both Group and Divisional reporting from the new system, with a focus on KPIs and adding business insight.
This Senior Marketing Executive job is ideal for an individual experienced in marketing within the Financial Services industry
You will be working closely with the Marketing Manager to effectively deliver the marketing strategy.
You will be responsible for assisting them in a number of upcoming projects including a Re-Brand and the harmonisation of group companies under one unified brand identity.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.