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.
They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
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.
Dealing with Insurer account reconciliations, processing client refunds, liaising with Account handlers and insurers, assisting the wider finance team with administration and supporting tasks and assisting auditors as required for completion of the annual audit.
General
A new role in the finance team due to expansion with my client, an established Insurance Company, it is great for someone with a good level of Excel, works with accuracy and enjoys working in a busy team, is keen to learn and get fully involved.
Pertemps is looking for a Senior Financial Support 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.
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.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
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?
Are you an emerging finance professional 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.
If so, this could be your first step on the ladder of a fantastic career.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.
Salary up to £30k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.