This Client Services Administrator role suit someone with a background in Administration and / or Pensions and Employee Benefits.
Reed Business Support in Bath is working with a Bath based business in their search for a Client Services Administrator within Employee Benefits & Pensions.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
With a no limits approach, we can rise to any challenge.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are seeking a detail-oriented and proactive Accounts Payable Middle Office Clerk to join our finance team.
The successful candidate will be responsible for managing the one-time creditors account, processing intercompany invoices, and overseeing the consolidated overhead accounts.
This role requires strong communication, organisational & Microsoft Excel skills, attention to detail, and the ability to work efficiently under tight deadlines.