Are you an experienced IFA Administrator looking to take the next step?
This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Overview
The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions.
Posted by CMA Recruitment Group • £75K/yr to £90K/yr
CMA are proud to be supporting one of the most reputable organisations on the South Coast in the recruitment of a Senior Finance Business Partner who will play a key role in the strategic and commercial direction of the organisation.
This role is a fantastic opportunity for a driven finance professional to partner closely with the Executive Leadership Team and influence strategic decision-making at the highest levels of the business.
This is a role that offers not only an exciting professional challenge but also an exceptional package of benefits.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Whiteley provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team.
The Role: Due to increased business demand, they are looking for a Paraplanner to provide full technical support to Chartered Financial Planners and Financial Planners.
With offices across the South West and London, this well-established and reputable company has experienced steady growth over recent years.
Posted by Sheridan Maine South • £75K/yr to £95K/yr
A large technology driven organisation, that is easily commutable from the Southampton and Portsmouth areas, is recruiting a Senior Finance Business Partner to partner with their leadership team to develop business critical strategies, initiatives and programmes and support their subsequent implementation.
Working closely with the Leadership and Management teams to deliver on key strategic initiatives.
Identifying, influencing and shaping strategic business initiatives to support the organisation's aims