Posted by Financial Divisions • £40K/yr to £45K/yr
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Senior Financial Planning Administrator who can also carry out some basic paraplanning duties (reporting etc).
They are looking to employ a Wealth Planning Administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the longer term.
This role is a great opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Kenneth Brian Associates Limited • £40K/yr to £45K/yr
They are looking for a skilled Financial Specialist to become a key part of their growing organization.
Kenneth Brian Associates are currently recruiting exclusively for a growing business based in Sloane Sqaure in their search for an experienced Finance Manager.
The successful candidate will have a solid foundation in finance, with hands-on experience using software like QuickBooks, Xero, and Sage.
Posted by Financial Divisions • £40K/yr to £45K/yr
My client is a prestigious Independent Financial Advisor based in London.
As an applicant for this role, you must have either already obtained your Diploma in Financial Planning or have evidence that you are already working towards it.
Due recent expansion and continued growth, they are now looking to hire a Junior Paraplanner to join their dynamic team.
Funeral Service Arranger; (Mobile) Full-time, Permanent
We are seeking a compassionate, detail-oriented customer service professional to join our team as a Funeral Service Arranger.
In this mobile role, you will provide personalised, empathetic support to families across multiple funeral homes in the area, ensuring every farewell is dignified and thoughtfully planned.
Posted by Financial Divisions • £40K/yr to £45K/yr
CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management)
Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser?
TPF Recruitment are recruiting for an Audit Manager to join a fantastic of chartered accountants based in the KT area.
You will work in an audit dominant capacity and your portfolio will be made up of a very exciting corporate client base, across a vast range sectors, and sizes, from businesses with £10m turnovers, through to listed businesses, and multinational groups.
This is a really exciting opportunity to join a market leading firm of chartered accountants, where there is a clear opportunity to progress in your career and to develop technically.
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.
Reporting to the Team Leader, the Senior Coordinator will be responsible for providing a proactive, professional and timely response to requests for travel and medical assistance by delivering cost effective and customer focused solutions.
We are recruiting a Senior Assistance Coordinators to join our International Medical Assistance team based in Esher, UK.
The Senior Assistance Coordinator will be required to provide first line support to the team, act as a point of escalation and take ownership of escalated issues, notify the management team of any potential problems and deputise for the Team Leader in their absence.
You will be involved with the production of accurate and reliable monthly financial information for the monitoring of business performance, ensuring that processes are fit for purpose and operate efficiently, and that financial control are appropriate and operate effectively for the group.