Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset and knowledge.
Duties & Responsibilities
Ensuring correct completion of all necessary documents.
Requirements: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
Role Snapshot: Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance
Hybrid: Once through training & settled, there is some WFH flexibility
SF Recruitment are recruiting for a client based on the outskirts of Mansfield who require a Finance Assistant to join them on a full time permanent basis.
Reporting to the Finance Supervisor, the successful candidate will be provided with comprehensive training and on-going support from their colleagues.
You will need to have your own transport and experience in the below.
Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team.
Are you experienced in working within a regulated industry?
With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.
An established, growing financial services organisation providing specialist advisory services to a range of clients with an enviable track record in their field.
A newly created role, you will work directly for Partners of the company playing a key part in delivering executive support and co-ordinating meetings, being the first point of contact for clients attending the offices.
As the Finance Assistant reporting to the Finance Director you will be responsible for:
Our client, a growing independent consumer engagement agency that specializes in sales and brand experiences for large corporate brands, has an opening for an Finance Assistant to join their team based in Shoreditch.
You will be joining a friendly, energetic, hardworking and extremely competent team focused on getting the most out of each day, achieving the highest level for every project, and servicing every client to the best of their ability.
Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday
Our client are a well established market leading Wealth Management company.
Talent UK are recruiting on behalf of our client based in Leeds.
Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Marlborough.
The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties.
We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester.
Their mission is to provide financial guidance and support that helps their clients achieve their goals.
As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.