A highly reputable non-for-profit association is looking for an organised and detail-orientated individual to join the team as a Finance and Administration Support You will be responsible for a range of financial and administrative tasks to ensure the smooth operation of the association.
The ideal candidate will have some bookkeeping/finance experience and be a confident administrator.
Previous use of Quickbooks/Xero or similar will be ideal.
We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team.
This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team.
The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service.
Our client is seeking a Service Delivery Administrator to join their office on a permanent full-time basis.
Well accustomed to dealing with all aspects of day-to-day customer requirements, the successful candidate will have further experience working closely with the company's suppliers, agencies, and third-party contractors.
PRINCIPAL RESPONSIBILITIES
Assist in answering incoming calls to the office phone number during working hours.
My client is a medium sized Independent Financial Advice firm who I have met and placed 8 members of staff with.
They are an entrepreneurial business who have build the trust of their clients over many years.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections to families, City professionals, accumulators, retirees and SME owners across the M4 Corridor.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The candidate must have a minimum of 2 years skills within the role to be considered.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The candidate must have a minimum of 2 years skills within the role to be considered.
The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area.
The candidate must have a minimum of 1 year's skills within the role to be considered.
My client is a medium sized Independent Financial Advice firm who I have met and placed 8 members of staff with.
They are an entrepreneurial business who have build the trust of their clients over many years.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections to families, City professionals, accumulators, retirees and SME owners across the M4 Corridor.