This company requires someone who lives and breathes data, doesn't want to just process information but wants to understand WHY it's being processed; basically, someone who is an inquisitive soul who won't rest until they've found solutions!
You will be the person to spot anomalies and trends or identify ways in which existing processes could be streamlined; the information you find will then be used by management to scrutinise and make commercial decisions.
The role is perfectly aligned for someone is a self-confessed Excel geek & gets satisfaction from information being accurate!
We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products.
Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.
The firm in question is passionate about making financial planning accessible to everyone.
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider.
This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable.
The salary for this role would be £24,000 - £28,000 as a guide with additional benefits.
You will be involved in varied work covering new business processing, building relationships with providers through to being involved in the annual reviews, system updating and more.
The enjoyment gained in an IFA Administration role is perhaps determined by the working environment as much as the work itself.
This great opportunity based in the Bury area will see you join an extremely supportive and hard working team where development is high and staff turnover is low, certainly well below average for the industry.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
As a Commercial Finance Partner, you will manage and work alongside and support the commercial operations team in developing and maintaining budgeting and forecasting models, supported with a suite of reports specifically designed to maintain high levels of accuracy.
With multiple accreditations including best company to work for, ranking high as top employers in the Northwest region, Awarded gold status as Investors in People and a Silver accreditation in We Invest in Wellbeing .... this is certainly an employer of choice!
A Financial Planning company based in North Manchester are looking for an experienced Client Support to join them and support the Financial Planners and work closely with the clients.
The role will see you utilise all the years' experience you have gained supporting Financial Planners, as the opportunity requires wraparound support from pre meeting support including the preparation of the meeting pack, existing valuations and the setting up of a new client files.
You can expect a salary to £35,000 for exceptional client support experience as well as some very good benefits.
We are supporting a fantastic growing client based in Ramsbottom, Bury looking for an experienced Pensions Professional to join their Team as a Pensions Officer on a full time permanent basis.
This role is full time office based but offering fantastic benefits such as: Discretionary annual bonus, flexi-time policy, Contributory pension scheme and friendly team and down to earth business.