Posted by Focus Search and Selection • £30K/yr to £35K/yr
About the Role: We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team.
If you have a strong understanding of financial products, exceptional organisational skills, and a client-focused approach, this opportunity could be perfect for you.
This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers (IFAs) by ensuring the smooth administration of client portfolios and financial planning processes.
NLB Solutions are working with a financial services business in the search for a new Reconciliations Manager for our client.
The Reconciliations Manager will be responsible for internal client money reconciliations, financial reporting to our client companies, CASS operational oversight of client money accounts and the associated processes and financial controls.
The role requires management of the reconciliations team to control and manage day to day client money activities.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a file reviewer to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.