As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
The successful candidate will ideally have existing knowledge of the financial planning process, and be happy to work as part of a team within a busy, ambitious firm.
Reed Specialist Recruitment are proud to be representing a Poole-based firm who are looking for a new Financial Services Administrator to help their Advisers/Paraplanners, on a full-time basis.
You would have the following duties/responsibilities -
Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.
Salary of upto 32k excellent benefit, pension, exam support, onsite parking, genuine career progression.
As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
Posted by Hays Specialist Recruitment Limited • £45K/yr to £50K/yr
Your new company
As a result of their growth, the business is seeking to enhance its finance function in a way that can best support the business through its next exciting period of growth.
You will be working for an established and rapidly growing tech-based business from their Poole head office, playing a crucial role within their team.
Complete oversight of the finance function for the business;.
Responsibility for providing key commercial analysis and presenting to the board to support effective strategic decision making;.
General
With impressive year on year growth, our client is a rapidly expanding business which currently has an opportunity for a Financial Controller to lead their growing finance department in Poole, Dorset.