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Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness. Key Responsibilities: Provide administrative support to Independent Financial Advisors in day-to-day operations. Assist in the preparation and processing of client documentation and financial transactions. Maintain accurate and up-to-date client records using our internal systems. Liaise with clients, both in person and over the phone, providing excellent customer service. Timeline: Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible. Application Status: Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
Sales Ledger Administrator Meyer Scott Ref: VR/08943 Salary: up to £24,500 per annum (depending on experience) Location: St. Ives, Cambridgeshire Type: Permanent - office based Our client is a nationwide supplier of facilities maintenance services with over 34 years' experience delivering M&E building services maintenance to the corporate, healthcare, education, retail, transport, and manufacturing sectors across the UK. They go further than maintaining buildings to a high standard - when a property portfolio is placed in their care, they recognize that its energy consumption and conservation as their responsibility too. Full training will be provided in this role. Once trained duties will include producing sales invoices using the Exchequer accounts package which you would be trained to use as well as dealing with and resolving queries on sales invoices. They deal with various client portals with different sites and invoicing specifications. Responding to emails, answering phone calls and general day-to-day administration tasks working in a team. You will be trained in the following Key Responsibilities Input and maintain accurate sales ledger data, including sales invoices and credit notes. Setting up new clients on Exchequer and the Work Order Manager, along with tariffs and JC codes. General day to day accounts tasks along with emails and answering phone calls. Liaise with customers, management, and other departments to resolve any issues or queries. Assist with month-end procedures and strive to reach monthly targets. Chasing for contractor and supplier's invoices, checking for discrepancies on quoted jobs and engineer's labour. Assist where needed i.e., during holidays and sickness. Essential Skills: Strong written and verbal communication skills. Be an effective team player with ability to work under own initiative. Highly attentive to detail and diligent. Good working knowledge of Microsoft Office (Especially Excel). Committed, hardworking and reliable. Hours: Monday - Friday 8:30am to 5pm. (1 hour lunch) Free parking on-site
We are actively recruiting on behalf of a stable and busy client in their search for a Sales Ledger Administrator to join their team based in St Ives, Cambridgeshire. Working within a team of 7, on a targetted basis, you will be responsible for the following duties: Input and maintain accurate sales ledger data - including sales invoices and credit notes Setting up new clients on their system, including costs Resolve queries Assist with month-end procedures Chasing for contractor and supplier invoices, checking for discrepanies Adhoc duties to support the team Applications are welcomed from candidates with the following skills and experience: Previous experience in a similar role would advantageous Strong written and verbal communication skills Team player who can work under their own initiative IT Literate, experience of Excel is essential This is a permanent, office based role, with hours are 08.30 and 17.00 with a benefits package in line with skills and experience, For further information, or for an informal chat, please contact Kul Mahal on or call Interviews will be taking place imminently to as soon as possible.