SQUARE PEG ASSOCIATES LIMITED
A Financial Planning Assistant supports financial planners by preparing cashflow plans, using research software to build client recommendations, and managing administrative tasks. The role involves client meetings, document preparation, and compliance checks in a financial advisory environment.
Headquarters
Haslingden, England, United Kingdom
Company Size
1-10 employees
Founded
2012
Why just fit when YOU CAN STAND OUT Be a square peg Whether you’re an employer looking for that stand out candidate or a candidate searching for your perfect career, at Square Peg we will help. TENACIOUSAPPROACHABLELOYALENGAGINGNICHETRUSTWORTHY CLICK HERE CLICK HERE We specialise in TWO DISTINCT AREAS ACCOUNTANCY & FINANCE Qualified Finance Finance Director/Controller/ManagerManagement &…
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SQUARE PEG ASSOCIATES LIMITED.
61% below the average for this role