Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Posted by Macildowie Recruitment and Retention • £40K/yr to £46K/yr
This is a temporary role for a 3-4 month period however if you are wanting something more long term they would also be very keen and open to those wanting a temporary to permanent arrangement.
Although it is for a charity they are open to those with purely commercial experience as it is the knowledge that is the priority and not sector background.
Macildowie are exclusively partnering with a £25m turnover charity based in Coventry who are seeking a Transactional Finance/Accounts Receivable Manager to join the team.
Recruit UK are working on an exciting opportunity for an individual with Investment knowledge and/or Financial Planning sales support experience to join a well-regarded wealth management firm based in Coventry.