The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.
Join our dynamic team, where you'll report to the Accounts Payable and Treasury Team Leader.
Your primary responsibility will be to ensure the timely and accurate processing of accounts payable transactions, making sure invoices are paid within company guidelines.
Are you an experienced Accounts Payable Clerk looking for an exciting opportunity in Marlow?
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office would be desirable
We are currently recruiting for a Financial Planning practice based in Marlow who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Are you a detail-oriented billing analyst with a passion for delivering high-quality results?
In this role, you'll primarily focus on data and quality & revenue assurance, with some involvement in invoicing.
Join our team in Marlow, where you'll play a crucial role in our Invoicing, Data, and Revenue Assurance functions, ensuring precision and accuracy in every task.
You will be responsible for supporting in account management and sales administration, and the coordination of customer documentation and management of information.
You will be working for our client, who are based in Marlow.
This is a great opportunity for a Senior Administrator, seeking a temporary assignment for six months.