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.
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.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
We are are seeking, on behalf of a highly regarded financial planning firm, a full time experienced Paraplanner to support a senior adviser and clients with goal based financial planning.
Providing a high level of accuracy and detail in the advice suitability process with detailed technical analysis, product research and drafting letters of recommendations.
General
Hybrid working available: 2 days from home each week
As the Senior Strategic Finance Manager, you'll play a pivotal role in ensuring their financial strategies align seamlessly with their mission-driven initiatives.
My client is seeking a dynamic leader to spearhead their Financial Performance Team.
Are you a seasoned finance professional with a passion for driving impactful change?