Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.
As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
Salary of upto 34k excellent benefit, pension, exam support, onsite parking, genuine career progression.
You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
Due to growth, the opportunity for an IFA Administrator has arisen.
We have an opportunity for someone with previous Financial Planning Administration experience to join a successful company with a great reputation based in Poole.
The ideal candidate would have some experience with report writing, and the ambitions to progress into Paraplanning in the future.
As Finance Manager, you will be responsible for overseeing the daily operations of the Finance team, managing team members, and ensuring legal and regulatory compliance.
Additionally, you will be accountable for monthly, quarterly, and yearly financial reporting and budget analysis, as well as cash flow and risk management, which necessitate strong analytical and commercial skills.
Sheridan Maine are working closely with a growing business based in Poole who are keen to secure a Finance Manager for the business.