Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
Posted by Financial Divisions • £30K/yr to £33K/yr
A vacancy has been created within the business for Financial Administrator due to one of the team being promoted internally.
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
Posted by Financial Divisions • £30K/yr to £35K/yr
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
Posted by Financial Divisions • £30K/yr to £33K/yr
Wealth Planning/Financial Advice Business
Our client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
The successful candidate will have previous experience within administration and customer service, experience of working in Finance would be an advantage however not essential as full training will be provided.
Located in Basingstoke, Tulip Recruitment are supporting a local organisation seeking a Finance Administrator to join their team on a temporary basis.
You will assist in the delivery of complete and accurate service charge information to our customers.
Posted by Financial Divisions • £30K/yr to £33K/yr
A vacancy has been created within the business for Financial Planning Administrator due to one of the team being promoted internally.
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
An exciting new position has arisen for a Senior Pension Administrator to join a well-established mid-sized Pension Administration firm who have a number of nationwide offices.
This is a Senior role within the Administration team where you will take on added responsibilities including dealing with complex cases, assisting with client meetings and presenting administration reports.
This role can offer the right candidate a chance to become involved in some of the more interesting parts of the administration process and let you showcase your knowledge and expertise within the Pension Administration arena.