This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Posted by Elevation Recruitment Group • £25K/yr to £27K/yr
General
This is a fantastic opportunity for a detail-oriented and proactive individual to join a dynamic Admin team, supporting the smooth running of daily operations.
Elevation Recruitment Group is delighted to be recruiting on behalf of a highly reputable Halifax -based business for a Production Planning Administrator.
Key Production Planning Administrator Responsibilities
Assist with production planning and the creation of production schedules to ensure timely completion of all orders.
Posted by Hays Specialist Recruitment Limited • £70K/yr to £75K/yr
If you're looking for inspiration to get up and go to work, if you're motivated by culture and community and want a job that allows you to really be part of something, then leading the finance function for this organisation might just be what you're looking for!
It's a small organisation with a compact finance team, so you will be prepared to work at all levels across the finance function, including preparation of management accounts, cashflows and forecasts alongside year-end accounts, managing the year-end process and oversight of payroll.
You will be pivotal in ensuring its financial sustainability through the day to day management of all financial services, controls and reporting for the organisation alongside advising the board on financial direction.