Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
Juice Recruitment has a fantastic opportunity for a driven and growth-oriented Finance Manager to play a pivotal role in the senior leadership team of this ambitious organisation.
This brings with it some huge challenges, and for those with the right mindset, some amazing opportunities.
Their growth plans over the next 2-5 years call for rapid expansion which will require a significant scaling up of operations.
The role of the FP&A Manager will be responsible for establishing best in class financial reporting, and creating budgeting and reforecasting models for the business.
Robert Half Finance & Accounting are excited to be partnering with our client, a rapidly growing PE backed business based in Bristol, in their recruitment of an FP&A Manager on a permanent basis.
This business are going from strength to strength, have a global reach and take pride in making a difference to the environment through sustainability actions.
Sheridan Maine is delighted to represent our esteemed Bristol-based client in their search for a Finance Manager to cover a 1-year Fixed-Term Contract for maternity leave.
This is an exceptional opportunity for a seasoned finance professional looking to take on a pivotal role within a dynamic organisation.
"There is no passion to be found playing small - in settling for a life that is less than the one you are capable of living."
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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Juice Recruitment has a fantastic opportunity for a driven and growth-oriented Financial Controller to play a pivotal role in the senior leadership team of this ambitious organisation.
This brings with it some huge challenges, and for those with the right mindset, some amazing opportunities.
Their growth plans over the next 2-5 years call for rapid expansion which will require a significant scaling up of operations.