This is a great opportunity for someone looking to get into the world of financial planning
An exciting opportunity for an administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.
This company prides itself on the amazing culture they have developed over the years.
A large and well established financial services company are looking for a customer service advisor with a keen eye for detail to join their growing team in Southampton!
Posted by Macildowie Recruitment and Retention • £40K/yr to £50K/yr
About the company and role
With a presence across the UK, this company partners with exciting businesses, helping them achieve their goals through collaboration and insightful strategies.
Join this outstanding organisation, renowned for their innovative approach and commitment to excellence.
In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes.
General
One of the UK's leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team.
Role offers hybrid working with 3 days in the office and 2 from home.
FD Recruit is partnering a client in Cheshire to engage an portfolio FD to support and mentor the Financial Controller and finance team.
This would suit an interim FD looking for a part time engagement or a Portfolio FD with capacity for 2 days per week and availability to provide more support at month end as required initially.
The portfolio Finance Director will ensure robust processes and controls are in place and oversee the month/quarter/year end close.