Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
This is not the typical accountancy role, as the Finance Administrator, you will work closely with internal and external stakeholders, focusing on building strong relationships.
Our client is a highly successful company within the wholesale sector; due to continued growth they are now searching for a new member of the Finance team.
In addition, you will provide support to the wider finance function, supporting with chasing late payments and credit control duties when needed.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Manage day-to-day client interaction by phone, email and video conference as required.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.