Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
We're currently looking for a talented PA & Finance Assistant to join our client's team.
Please note this role will start in June to have a handover with the existing PA & Finance Assistant, so please only apply if you are available immediately or require 1 weeks notice.
As a small business that has grown over the past 9 years, our client has an amazing core team and a global client base.
We are currently in search of a detail-oriented and organised Assistant Finance Manager to join our clients dynamic team on a 3-month contract basis.
This position is ideal for someone who excels in maintaining accurate financial records, adeptly handling queries, and performing reconciliations.
The successful candidate will play a crucial role in overseeing the purchase ledger function and ensuring the seamless execution of financial processes related to it.