Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
General
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
Posted by Hays Specialist Recruitment Limited • £40K/yr to £55K/yr
They are looking for an experienced Tax Senior, part or fully qualified, who has experience with technical and complex compliance cases and has, or would like to gain, advisory experience as part of their role.
Your new company
My client is a modern accountancy practice based close to the heartbeat of Guildford and boast on-site parking.
As they continue to grow, they are seeking a highly skilled and dedicated Accountant to manage a diverse portfolio of clients.
Who pride ourselves on their well-rounded portfolio and the trust their clients place in them.
ProTalent are working with a well-established, one-office accountancy firm in Farnham, known for its unwavering commitment to client satisfaction and a strong client-advisor relationship.
Posted by Financial Divisions • £28K/yr to £30K/yr
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Client Services Administrator - £28k - £30k depending on experience plus benefits
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.
Our client is a leading flooring specialist who deliver incredible service for anybody and any budget.
The secret to their success is their people.
They are a family where everyone matters, they all work as a team and they try to do the right thing, they are always on the lookout for ways to be better.
Renowned for their client-centered approach and commitment to excellence, our client is seeking a dedicated and experienced Client Manager to join their dynamic team.
Company Overview: We are delighted to partner with a thriving medium-sized accountancy practice located in the picturesque town of Redhill, Surrey.
This is a fantastic opportunity to contribute to a growing practice while enjoying a supportive and collaborative work environment.
Posted by Financial Divisions • £50K/yr to £70K/yr
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).
I have placed 3 advisers with this business, the office manager and an Administrator.
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.