Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
The role involves taking lots of calls from different customers providing them with a great service.
Giving them updates on their account, completing transactions over the phone to dealing with any other questions or queries they may have, are key parts of the role.
Our Customer Service Contact Centre are looking for friendly, helpful people to join them on an Apprenticeship programme.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Posted by Macildowie Recruitment and Retention • £40K/yr to £46K/yr
This is a temporary role for a 3-4 month period however if you are wanting something more long term they would also be very keen and open to those wanting a temporary to permanent arrangement.
Macildowie are exclusively partnering with a £25m turnover charity based in Coventry who are seeking a Transactional Finance/Accounts Receivable Manager to join the team.
Although it is for a charity they are open to those with purely commercial experience as it is the knowledge that is the priority and not sector background.