Dewislen

Financial Advisor

Manylion swydd
Dyddiad hysbysebu: 06 Awst 2025
Cyflog: £45,000 i £50,000 bob blwyddyn
Oriau: Llawn Amser
Dyddiad cau: 05 Medi 2025
Lleoliad: N5 2ER
Gweithio o bell: Ar y safle yn unig
Cwmni: DIRENCH PARTNERS LTD
Math o swydd: Parhaol
Cyfeirnod swydd:

Gwneud cais am y swydd hon

Crynodeb

Provide comprehensive support to clients in financial planning, budgeting, forecasting, cash flow management, and performance analysis, without delivering regulated financial advice. Prepare clear and insightful internal financial summaries and reports to aid in interpreting financial results and supporting strategic decision-making. Facilitate banking processes such as account openings, compliance procedures, and the preparation of borrowing documentation. Monitor relevant UK financial regulations to identify compliance obligations and coordinate with authorised financial advisers when necessary. Assist clients in potential mergers and acquisitions by preparing business plans, feasibility models, valuations, and information memoranda.

Gwneud cais am y swydd hon