We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Plymouth, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Accounts Support Administrator - Independent Financial Advisors
Our client, a leading firm of Independent Financial Advisors offering impartial advice on financial matters, tailored to their client's needs, are looking to bring an Accounts Support Administrator to their team.
This unique position of Accounts Support Administrator, the ideal candidate will be responsible for a variety of duties.
They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
I am looking for a Finance Assistant and Administrator to join a strong, well established and dedicated Finance Team.
This role is integral to the smooth operation of the business, ensuring the accurate handling of income and expenditure, and contributing to the wider improvement of key business strategies.
Are you seeking a new, and unique opportunity in a lovely small, busy office.
As the successful Administrator, you will provide essential assistance to colleagues and their valued clients.
Our client, a brilliant accountancy firm in the heart of Plymouth is looking for an Administrator to play a vital role in ensuring the smooth running of their dynamic and friendly team!
You must have high attention to detail, efficiency, and the ability to adapt to changing demands.
Financial Planning Administrator; Plymouth, office based
Salary £22,000 - £26,000 p.a.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.