Posted by Tirebuck Recruitment • £30K/yr to £35K/yr
An exciting opportunity has arisen for a Financial Services Client Executive to join a well-established financial services company, based in their beautiful rural office.
Are you an experienced financial professional, who has the ability to complete high-quality administration tasks as well as provide client service support?
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, 4% pension contributions/matched, employee assistance scheme and up to £150 for eye tests/eye wear.
SF Executive have been retained by a Cardiff based technology business to recruit a hands on and communicative CFO for their private equity backed client.
As right hand to the CEO you will be responsible for designing and executing the strategy for growth which is partly an organic play but also with the opportunity for well thought through acquisitions.
You will also lead on all financial, management and statutory reporting ensuring a best in class, value added service is provided to the company and external stakeholders.
My client are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce.
Processing letters of authority.
The Role
To support the Financial Planners and Paraplanners with day-to-day administrative tasks including:.
Posted by Warner Scott Recruitment Ltd • £50K/yr to £55K/yr
Company Overview: Our client, a prominent player in the corporate finance sector, is seeking a dynamic Corporate Finance Executive to join their expanding M&A team in London.
With a strong focus on mid-market transactions, our client is committed to delivering exceptional advisory services and achieving strategic growth.
This opportunity arises from the recent acquisition of a reputable M&A firm, which has significantly bolstered their pipeline of projects.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Posted by Cavendish Maine Recruitment • £23K/yr to £28K/yr
The Company
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.
The Role
This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
Specific Duties Include
Obtaining client information ensuring back-office systems are up to date.