Our Independent Financial Advice firm client is looking for an IFA administrator with at least 1 year's experience in a financial service / financial advice firm.
Would ideally like someone who wants to work full time but happy to look at part time (4 days or Monday to Friday reduced hours ifpreferred.
Main duties & responsibilities
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
So whatever level you are at in your childcare career, we'll always encourage you to take on new opportunities and challenges - we want our teams to be the best!
Due to continued growth, a well-established and successful manufacturer of plastic products is currently seeking an Injection Moulding Setter to join their team.
Working within a busy mouldshop, you will be responsible for ensuring production runs are completed on time and to spec, whilst ensuring scrap is kept to a minimum.
Up to £40,000 depending on experience, working Monday to Friday
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
As Financial Planning Support you will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar fashion, who is happy liaising with clients on a daily basis over the phone.