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.
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
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.