We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator.
They are now seeking to recruit an additional Financial Services Administrator to join their growing team.
Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain their close-knit, friendly environment.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are seeking a detail-oriented and proactive Accounts Payable Middle Office Clerk to join our finance team.
The successful candidate will be responsible for managing the one-time creditors account, processing intercompany invoices, and overseeing the consolidated overhead accounts.
This role requires strong communication, organisational & Microsoft Excel skills, attention to detail, and the ability to work efficiently under tight deadlines.
Posted by Artemis Recruitment Consultants Ltd • £28K/yr to £32K/yr
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to Bath.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
We are seeking a detail-oriented and proactive Accounts Payable Middle Office Clerk to join our finance team.
The successful candidate will be responsible for managing the one-time creditors account, processing intercompany invoices, and overseeing the consolidated overhead accounts.
This role requires strong communication, organisational & Microsoft Excel skills, attention to detail, and the ability to work efficiently under tight deadlines.