Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£26,000 to £32,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Milton Keynes.
A well-established and growing company based in Milton Keynes, is seeking a driven and detail-oriented Finance Manager to join their finance team.
This hybrid role offers the perfect balance of office-based and remote working, making it ideal for a part-qualified accountant looking to take the next step in their career.
Key Responsibilities
Oversee the preparation of monthly management accounts, ensuring accuracy and compliance with internal and external reporting requirements.
We are seeking an ambitious Financial Controller to take responsibility for managing the operation of the accounts function across this growing business reporting into the CFO.
This is a new role reporting into the Directors and will form part of the SMT.