After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
New year and looking to take your financial planning administration role to the next level?
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
Position Overview: We are seeking an experienced and dynamic Financial Planning and Analysis Manager to join our finance team.
The ideal candidate will play a key role in driving the financial planning and analysis processes, providing critical insights and strategic guidance to senior management to support decision-making and drive business growth.
Responsibilities
Lead the annual budgeting and forecasting process, collaborating with various departments to gather inputs and assumptions, and consolidating financial plans.
Morgan McKinley, Northern Home Counties is proud to be supporting a fast-paced international business in Northamptonshire who are looking for a Sales Ledger Manager.
Role
You will be working closely with the Finance Manager & Head of Finance to support the business.
Having achieved Chartered status, they work at the highest standards of the wealth management industry and also have a track record of providing full holistic independent financial advice.
Capio Recruitment are currently working with an industry leading financial advice firm on a great opportunity for a Paraplanner to join their team.
Our client has a great reputation within the industry, providing advice on a range of cases from Pensions & Investments to Corporate advice.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.