Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
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 a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Purpose of role
To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings.
To ensure that client records are up to date and that internal systems and processes are followed.
General
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator.
Posted by Accountancy Recruit • £28K/yr to £30K/yr
Reporting into the Group Finance Manager the purpose of this role is to maintain the day-to-day financial records and transactions using QuickBooks.
Accountancy Recruit is partnering with a global software technology provider in the recruitment of a Senior Accounts Assistant, for the global head office based in Bury St Edmunds.
The business is experiencing growth, and is a fast paced, busy environment, with a collaborative team culture.
Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group?
Book Size: £20-30M FUM
This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Cambridgeshire area, with the support and flexibility to excel both in client service and new business development.
We've just taken on a rare and exciting opportunity in Bury St Edmunds with our clients who are looking to expand their team with Senior Financial Planner Support.
Are you an experienced Paraplanner and hold a Level 4 Diploma?
This position will also see the successful individual have the opportunity to work at their other local offices.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
NEW to market
Thsi is a successful IFA fim with around 100 employees