Joining one of the top financial advisers in the region, part of a large, highly respected, accountancy practice, your key responsibilities as Senior Corporate Finance Manager will include:
Multi-award-winning corporate finance practice, providing proactive advice to businesses looking to raise growth and development capital, refinance, acquire or sell, requires experienced Senior Corporate Finance Manager to join its progressive and growing team.
Delivering clear and creative transaction-related advice, mainly to owner managed firms in the £5-£100m range, to assist their achieving of tangible results, you'll also advise on how to improve the value of their businesses, in anticipation of advising on their future sale.
Our client, one of the North East's leading firms of accountancy and business advisors and named one of the top financial advisers in the region, is looking to appoint an experienced Corporate Finance Manager to advise clients at all stages of their lifecycle.
Your key responsibilities as Corporate Finance Senior Manager will include
Producing business plans and valuations.
Advising clients on raising growth capital, re-financing, acquisitions and disposals.
We are currently seeking a highly organised and efficient Financial Planning Administrator (or Case Manager) to join our client, a reputable financial planning practice on the outskirts of Sunderland.
The ideal candidate will provide administrative support to a team of financial planners, ensuring the smooth operation of the practice and contributing to their commitment to providing exceptional service to their clients.
Key Accountabilities
Providing comprehensive administrative support to the financial planning team, including file management, scheduling appointments, and handling client enquiries.
A fantastic opportunity has arisen for a Trainee or Experienced Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team who work together to support a large team of busy holistic financial planners.
Full training and study support to obtain Diploma in Regulated Financial Planning provided, plus opportunity to move into a Financial Adviser role later down the line if this is of interest.