A leading regional practice based in Stamford is looking for an experienced candidate willing to test themselves in a growing company in a newly created Assistant Manager post.
As a IFA Administrator your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
We are looking for a IFA Administrator to join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the IFA Administratorposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Stamford office, possessing extensive market knowledge and who has been in business for over 10 years.
To be considered for the Paraplannerposition in Stamford you will need to have a minimum of one year's Paraplanning experience or a Senior Financial Services Administrator with exceptional technical knowledge.
We are delighted to be in partnership with a very well-established and reputable firm of accountants, who are seeking a Senior Accountant to join their offices in Stamford.
General
They have seen tremendous growth in the past year and which has led to this opening along with an ever growing need to transition a more digital way of working.
Accomplish Today's client is looking for an experienced National Accounts Manager to manage the sales process for forklift trucks and other material handling equipment to national customers.
About The Role
The role involves selling materials handling solutions and providing excellent levels of customer service to large national businesses.
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
General
Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.