Posted by Financial Divisions • £40K/yr to £45K/yr
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Senior Financial Planning Administrator who can also carry out some basic paraplanning duties (reporting etc).
They are looking to employ a Wealth Planning Administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the longer term.
This role is a great opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Posted by Kenneth Brian Associates Limited • £40K/yr to £45K/yr
The successful candidate will have a solid foundation in finance, with hands-on experience using software like QuickBooks, Xero, and Sage.
They are looking for a skilled Financial Specialist to become a key part of their growing organization.
Kenneth Brian Associates are currently recruiting exclusively for a growing business based in Sloane Sqaure in their search for an experienced Finance Manager.
Posted by Financial Divisions • £40K/yr to £45K/yr
CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management)
Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser?
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.