The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
Hybrid/Home Working: Yes - Hybrid office/home working
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 national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Halifax.
In this role, you'll manage your own ledger, handling end-to-end credit control responsibilities with a focus on maximising cash collection and maintaining accurate records.
IPS Finance is excited to be recruiting an experienced Credit Controller for a reputable and long-established company based in Halifax.
Posted by OCC Computer Personnel • £30K/yr to £50K/yr
A fantastic opportunity to work within the Insurance / Financial Services sector.
Our client will show commitment to support you in achieving and progressing will be 100% from day.
They have on site wellbeing facilities including massage, physiotherapy, hypnotherapy, well man and well women blood tests, health checks, buying and selling holidays, offsite charitable support days, amazing social events and this is just the tip of the iceberg as far as our staff benefits go......