Recruit UK is excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team in the Poole office.
This firm prides itself on a client-centric approach, always putting clients' needs first.
Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners.
Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email.
Experience of working on XPlan would be advantageous.
Handling customer account queries as a primary contact.
General
An excellent opportunity has arisen for a Credit Controller / Accounts Assistantwith ideally 3 years' experience to join a leading supplier of PPE, workwear, and safety equipment.
You will bemanaging and controlling debts, collecting invoices, and ensuring effective credit management while delivering exceptional customer service.
Posted by Hays Specialist Recruitment Limited • £40K/yr to £50K/yr
Your new company
We're delighted to be exclusively partnered with a successful family run business, with over 50 years of experience and a great reputation within their field, based near Upton, Poole.
They moved into larger, modern premises this year as they continue to thrive and expand the business.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Our client is an innovative Fintech leader in the financial services industry, known for continuously advancing their bespoke, cutting-edge CRM platform.