Do you have a background in Administration and Accounts
Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Assistant to join their busy team!
General
They offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Plymouth, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
Are you an experienced Accounts Assistant who is keen to develop within an award winning company with a strong history and a clear focus on developing staff from early career stages through to securing recognised qualifications.
Are you seeking a role in a company that is growing rapidly and that is dedicated in supporting staff to develop personally whilst also supporting the Finance Team.
The right candidate needs to have a can-do attitude and be used to working in a small but dynamic team in a fact paced, positive and professional environment.