We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
Up to £28,000 DOE
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.
Posted by Macildowie Recruitment and Retention • £40K/yr to £50K/yr
Investigate and follow through on all invoice queries and payments on account to ensure a clean, well-managed ledger.
To lead a Purchase Ledger team of 7, ensuring that all invoices and payments are processed timely and effectively in line with company procedures for all group companies.
Provide cover for the Group Commercial Manager in their absence, supporting all transactional departments and assisting departmental managers.
IFA Administrator Join a Dynamic Wealth Management Team!
We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment?
Posted by Page Personnel Finance • £25K/yr to £29K/yr
This role calls for a diligent Finance Assistant seeking to utilise their skills in a meaningful and rewarding setting within the Accounting & Finance department of a Not For Profit organisation.
The ideal candidate will be proficient in all areas of financial management, including budget forecasting, financial reporting, and data analysis.
This organisation is a large Not For Profit entity focused on promoting community development and social change.