Be part of a progressive and client-focused, financial planning-led wealth management firm as employed adviser.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
This is a home-based role that will require the occasional travel to clients to carry out audits.
This exciting new opportunity has arisen to join a growing Client Money Audit Team, playing a key part in delivering the audit cycle for members and partners across the group with regards to CASS 5 compliance.
The role will support external audit requirements and sampling, support members with risk mitigation and improve their regulatory positions and assist in the production of accurate reporting.
Marks Sattin are working with a large insurance broker to assist in their search for a CASS Accountant to join their team.
This exciting new opportunity has arisen to join a growing Client Money Audit Team, playing a key part in delivering the audit cycle for members and partners across the group with regards to CASS 5 compliance.
The role will support external audit requirements and sampling, support members with risk mitigation and improve their regulatory positions and assist in the production of accurate reporting.
You'll promote National Trust membership and help the team to meet both membership and fundraising targets.
Contract duration: Fixed term contract until 18th December 2024
As the public face of our properties, you'll provide a warm, friendly welcome, give information about the property, answer questions and make sure everyone has an enjoyable and memorable visit.
This team handles claims on behalf of all the broker's clients across the whole of Yorkshire, and as such, it is a very visible role where you will enjoy a high profile across the region, and you can be based from any one of a number of offices (in a hybrid/ remote capacity).
As you may expect from a firm that has repeatedly won the prestigious, "World's Most Ethical Insurance Broker" award, this global takes both the strength of its claims proposition, and employee advancement very seriously.
As such, this is a superb opportunity for a dedicated Claims Handler to forge a career with a broker where prospects for progression and development are only limited by your ambition.