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In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this is required. This is a Chartered company that offers bespoke financial planning to a range of clients nationwide. An interest in financial services particularly pensions and investments Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline. This is an exciting opportunity for someone to join the growing team, the successful candidate will have a proven track record within the property industry, enthusiastic, professional team player and looking to excel in the remaining portion of and into They also offer learning opportunities to our employees that provide great ways to gain and enhance skills, knowledge and experience that may be needed at certain stages of their career.
The post will involve travel around the Midlands - Northamptonshire, Leicestershire, and Nottinghamshire. Both positions are home based currently with a sparsely open plan office when needed. The two contracts that require management are cyclical decorations, yet to start on site, and windows and doors 2 years to run.
The surveyor will also spend time on other repair issues depending on demand. Main Purpose: To effectively project manage my clients Stock investment works to ensure the delivery of a consistent, high quality service, ensuring my clients housing stock is maintained to good standards and high levels of customer satisfaction is achieved.
This role will be required to minimise costs of the service and enhance value for money, while still achieving the required standards and quality. The opportunity for an experienced IFA Administrator to join an excellent Financial Services firm who focus on providing a high quality financial planning and investment management service.
They are an independent company and have an fantastic reputation in the industry The Opportunity During a period of key expansion, our client is looking for an experienced IF Administrator to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team and will be involved in processing new business, liaising with clients and providers, illustrations and valuations, maintaining back office system, diary management and assisting the IFAs with all areas of administration.
In order to be considered for this unique opportunity, candidates need to have - Previous experience in a similar role Good knowledge of pensions and investments Strong communication skills and a genuine interested in the industry What next? If suitable, one of our specialist consultan. Trainee Investment Analyst A fantastic wealth management company with offices around the globe is currently in the process of recruiting for trainee investment analysts.
Their operation is rapidly growing and in order to keep up with operational demands, they are looking to add trainee investment analysts in their investment management team. The company prefers candidates with a degree in finance, accounting, statistics, economics or a related field. Candidates who are currently undertaking any form of qualification relevant to investment analysis are also encouraged to submit their CV.
Key responsibilities that will be assigned to the trainee investment analysts include: Daily market monitoring and researching support, with findings to be presented to senior members to assist them in investment decisions. Constructing and maintaining financial models. Assisting in the analysis of potential investment opportunities and exploring unique features of opportunities.
Developing in-depth understanding of different financial instruments and relevant regulations for compliance purposes. Coordinating with other members of the investment management team and other business units to ensure proper maintenance of databases a. Head of Finance role, with a view of growing into the FD role within couple of years.
This is a hands on role, working in a growing SME business partnering with an effective MD and leadership team This role offers the opportunity to participate in Board and Leadership meetings, drive strategic initiatives and create a more robust business framework to allow for the future growth of the company. The role will involve: Monitoring and directing all financial activity for the company Preparing monthly and annual financial statements Managing company cash flow, budgeting and forecasting Overseeing all taxation planning including VAT, PAYE and corporation tax Managing, coaching and developing a small finance team Running the monthly and weekly payroll Planning and management of investments for the company Providing commercial decision support to the business Process re-engineering across the finance team to create a robust financial controls framework Assisting in the success of an ongoing ERP implementation Ad projects to drive process improvements across the company The Finance Director will have a strong background in leading a finance team within the Manufacturing sector, and will be commercially aware with the ability to inspire and influence people at all levels.
The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion, our client is looking for an experienced Financial Services professional to support the successful Financial Planners of the business. You will be responsible for preparing client suitability letters and financial report writing, You will be working in a supportive team environment where progression is strongly supported.
In order to be considered for this unique opportunity, candidates need to have - Working towards CII Level 4 Diploma in Financial Planning Previous experience within a fast-paced IFA Practice High level of analytical capability and good communication skills What next? In this discussion we will aim to identify your specific skills a. A fantastic wealth management company with offices around the globe is currently in the process of recruiting for trainee investment analysts.
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