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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.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients. This is an excellent opportunity for an IFA to join a leading practice and with clients provided, you will have the chance to establish yourself as an integral part of the team.
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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.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients.
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.
Reporting directly into the UK FD and a dotted line to the US this role will encompass all areas of FP&A including managing a team of analysts, liaising with the.
Reporting to the Finance Director, this newly created role is designed to add significant value to the management information available to support the organisation's continued growth. Specifically you will be responsible for the monthly and quarterly forecast pack including full P&L review and long range cash-flow forecasting.
The Planning & Performance Manager is responsible for developing and maintaining the departmental performance reporting framework & business plan. Ensure effective financial management across the department, including charging & reporting. Manage the overall portfolio alignment to the strategic business plan.
Financial Planning and Analysis Manager - Norwich, Norfolk, England, NorfolkPlanning ManagerThis is a newly created role has the capacity to grow and evolve very quickly, within this large scale Financial Services Business.
Financial Planning & Analysis Manager - Guildford, SurreyOverviewLarge, international business based in Guildford are recruiting for an FP & A Manager to head up the FP & A area of the business.
The Planning team is responsible for working with the business to formulate their strategy and vision, to deliver a 3 year plan plus quarterly forecasts of in year performance. A team of 9, led by the Head of Planning, pro-actively engage the wider business to develop and optimise a three year strategic plan and one year detailed budget.
You will be involved with the following; - Creating the proposition and selecting the platforms - Actively managing the clients - Growing the DFM team - Ensuring clients portfolio perform.
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