To create, process and examine purchase orders and invoices to ensure they comply with Financial Regulations, relevant departmental procedures and statutory guidance.
To work to defined business standards and processes; performing specific finance and clerical tasks with due regard to confidentiality and safeguarding.
Posted by North Oak Recruitment Ltd • £21K/yr to £28K/yr
My client is an award-winning Nottinghamshire based IFA and they now have an exciting opportunity for an experience IFA Administrator to join their team.
Salary benchmark c£25,000 (£21,000 - £28,000 dep on exp) benefits
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
NJR are excited to be yet again partnered with a well established Wealth Management practice who have being helping their clients grow, protect and pass on their wealth for over two decades.
They pride themselves on being open, approachable and down to earth.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.