Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.
Salary up to £34k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.
Salary up to £30k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.
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.
Dealing with Insurer account reconciliations, processing client refunds, liaising with Account handlers and insurers, assisting the wider finance team with administration and supporting tasks and assisting auditors as required for completion of the annual audit.
General
A new role in the finance team due to expansion with my client, an established Insurance Company, it is great for someone with a good level of Excel, works with accuracy and enjoys working in a busy team, is keen to learn and get fully involved.
Our client, a Leading Facilities Management organisation are currently on the search for a Facilities Helpdesk Administrator to join their dynamic team in Plymouth.
The Helpdesk Administrator will organise scheduled and reactive work orders ensuring response and completion within required time frames.
Key Accountabilities for the Facilities Helpdesk Administrator
Process Scheduled and reactive works from initial raising of jobs to completion and invoicing.
On behalf of our client, Artis seeking a Senior Financial Accountant who will play a pivotal role in our finance department's growth and evolution.
This individual will not only handle the financial accounting tasks but will also be progressed for future leadership positions within the organisation.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.