Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Kenneth Brian Associates Limited • £40K/yr to £45K/yr
They are looking for a skilled Financial Specialist to become a key part of their growing organization.
Kenneth Brian Associates are currently recruiting exclusively for a growing business based in Sloane Sqaure in their search for an experienced Finance Manager.
The successful candidate will have a solid foundation in finance, with hands-on experience using software like QuickBooks, Xero, and Sage.
Posted by Financial Divisions • £40K/yr to £45K/yr
My client is a prestigious Independent Financial Advisor based in London.
As an applicant for this role, you must have either already obtained your Diploma in Financial Planning or have evidence that you are already working towards it.
Due recent expansion and continued growth, they are now looking to hire a Junior Paraplanner to join their dynamic team.
TPF Recruitment are recruiting for an Audit Manager to join a fantastic of chartered accountants based in the KT area.
This is a really exciting opportunity to join a market leading firm of chartered accountants, where there is a clear opportunity to progress in your career and to develop technically.
You will work in an audit dominant capacity and your portfolio will be made up of a very exciting corporate client base, across a vast range sectors, and sizes, from businesses with £10m turnovers, through to listed businesses, and multinational groups.
Posted by Financial Divisions • £40K/yr to £45K/yr
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Senior Financial Planning Administrator who can also carry out some basic paraplanning duties (reporting etc).
They are looking to employ a Wealth Planning Administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the longer term.
This role is a great opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Posted by Fletcher George Recruitment Ltd • £32K/yr to £40K/yr
General
Join a forward-thinking, multi-partner accounting firm as a Bookkeeper, where you'll play a key role in onboarding and supporting new clients with cutting-edge cloud-based technology.
This role offers the opportunity to manage a diverse portfolio of clients and drive improvements through streamlined bookkeeping processes.
Key Responsibilities
Client onboarding & technology adoption: Work with new clients to set up and transition them onto advanced cloud-based systems, ensuring a smooth onboarding experience and optimal system usage.
My Client is a co-educational independant day school, who are looking to appoint a facilities assistant to work as part of the in-house estate and facilities team.
General
Please note successful applicants will undergo screening, including checks with past employers and the Disclousre and Barring Service.
Posted by Healix Group of Companies • £25K/yr to £27K/yr
We are recruiting an Assistance Coordinator to join our Healix Government (HMG) Contract team, based in Esher.
If you are looking for a role where no two days are the same and where making a difference is an everyday occurrence, then please read on.
Healix has been providing healthcare and risk management solutions to clients around the world since 1992, offering bespoke services to clients who want control over their health, travel and risk provision.
Posted by Financial Divisions • £40K/yr to £45K/yr
CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management)
Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser?