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The successful candidate will provide advice to existing and new clients with the support of a technical support and paraplanning unit. The role will develop long term into a leadership role with the opportunity for the IFA to build his or her own team of consultants.
Reporting to the Brand Director, you will be responsible for leading approximately 7 reports covering Digital programmes, Online content, Campaign Management (Brochure and E-mails) across groundbreaking portfolio of Financial Services products.
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The successful candidate will provide advice to existing and new clients with the support of a technical support and paraplanning unit. The role will develop long term into a leadership role with the opportunity for the IFA to build his or her own team of consultants.
Reporting to the Brand Director, you will be responsible for leading approximately 7 reports covering Digital programmes, Online content, Campaign Management (Brochure and E-mails) across groundbreaking portfolio of Financial Services products.
Co-ordinating all financial statements and reports. Planning and executing the budget and forecast processes. Creation of financial reports and associated analysis. Variance analysis. Processing of supplier and customer documentation.
An excellent opportunity for a professional Senior Financial Planning Consultant to provide independent financial advice to existing and potential new clients and to promote the services the company to professional.
You will be responsible for the full management of projects and ensuring that all are delivered on time, to budget and within scope. By completing post implementation reviews, you will develop best practise for the business for projects going forward and help to highlight common issues that can be avoided.
Our client, are a fee based IFA, and are ideally looking for an Advisor with experience of charging fees and working with Professional connections. Candidates need to be able to provide evidence of there last 2 years business production.
Working closely with a regional manager the role will ensure the achievement of the teams annual revenue target, whilst adhering to the companys business standards and regulatory requirements.
Reporting to the Head of FP&A Europe, you would provide leadership to the UK management team, helping support the profitable growth development of the business across Britain. You will be expected to develop the financial planning/forecasting procedures, improving the depth and quality of insight generated through periodic business reviews regarding product profitability and margin.
The role will be to provide face to face, fully holistic fee based advice with an emphasis on retirement & Investment Planning. The successful candidates will be provided with clients from a retiring IFA, though you will also be required to pro-actively develop new business to continue in the growth of this division.
You role will be to provide advice predominantly to business owners and high net worth clients via face to face meetings with clients. Although there will be some assistance with clients, applicants will be expected to be extremely proactive in developing their client base further.
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