Our client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management service to high net-worth individuals, charities, and trusts.
Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates.
They pride themselves on maintaining the highest standards of service and integrity.
With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industry-leading service, teamwork, honesty, and accountability.
An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London.
In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000.
This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.
Mbf are working with one of our best clients to recruit an experienced Senior Paraplanner/Client Relationship Manager.
The client is seeking to recruit a Senior/Experienced Paraplanner who is looking to have more contact with clients and have a genuine impact on the advice process.
The client is a national financial planning practice who have grown significantly over the past 5 years, the business has a number of offices across the country and a strong reputation in the South West.
As the Senior Financial Planning and Analysis Manager, you will play a crucial role in driving financial performance and supporting strategic initiatives.
You will work closely with senior leadership, providing insights and analysis to guide decision-making, optimise resource allocation, and drive business growth.
Gleeson Recruitment Group are pleased to be exclusively working on this Senior FP&A Manager role based in Birmingham city-centre.
Our client, a household brand name and leading employer of choice with a fantastic reputation for innovation, is looking to hire a credible Senior FP&A Leader to join on a 3 - 6 month contract.
The successful candidate will accelerate business planning by providing best in class planning tools and processes and ensure the FP&A team is driven and motivated to achieve.
We are looking for strong FP&A candidates with demonstrable modelling and business partnering skills and in return, you'll work in a top calibre team and gain exposure to one of the most highly sought after brands around!
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.