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.
JRRL have an exciting opportunity for an experienced, confident and professional PA to join a successful financial services client, to provide support to the Chief Executive Officer and the Board.
This is an interesting and involved role supporting at a senior level and therefore requiring a competent PA who is accustomed to working at this level ideally within the financial services industry or similar regulated industry.
Please be aware that the office will be relocating to the City of London in September 24.