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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
You will be Diploma or Chartered or working towards this so that you are in line for RDR. Some clients will be provided so you should be able and happy to develop these existing relationships and develop new long standing business. They have built many professional connections that will introduce HNW clients to you.
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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
You will be Diploma or Chartered or working towards this so that you are in line for RDR. Some clients will be provided so you should be able and happy to develop these existing relationships and develop new long standing business.
The role will be authorised and you will be working for a high quality organisation who have an excellent investment proposition. Clients of the business are very loyal and with a number of connections with the regions finest professional practices the business is looking to add a safe pair of hands to the team.
A very well respected fee-based financial planning practice are keen to add a general practitioner to the team, to be based in Norwich and offer a range of private clients financial planning.
Market the services of the Company and devlop own business/client base. Analyse the exisiting client bank and present and discuss with the Divisional Director Develop knowledge over the full range.
Developing and mentoring a team of 4 analysts; Coordination of the monthly, quarterly and annual reporting process for the EMEA business, covering the P&L, Balance Sheet & Cashflow; Work with.
A high quality fee-based financial planning business are looking to for an experienced and well qualified Compliance Manager to solidify the Compliance team.
Financial Planning & Control Manager - Basingstoke, HampshireSkills / Experience:* Educated to a university degree standard or equivalent* Professional qualification in financial accounting* Experience working as a financial controller *.
Financial & Customer Planning Manager - Chichester, West SussexOur client requires a Financial & Customer Planning Manager.* Responsibilities will include:* Bank reconciliations* VAT & EC Sales monthly returns* Intrastat monthly returns* Weekly alpha report* Debt chasing* Retrospective discount reporting* Manage customer transaction process* Liasing internally on stock ordering* Internet research.
Financial Planning & Control Manager - Basingstoke, HampshireAs part of the role, the successful candidate will:Prepare Financials bu producing a monthly profit and loss report - reporting actual status against forecast and budget for all commercial and research contract activities within the department.
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