Posted by E Personnel Recruitment • £35K/yr to £40K/yr
We have an exciting opportunity for a Client Service Assistant/Financial Planning Assistant to work for an established and independant Financial Services company-IFA
Administer new client pensions, investment, and risk contracts.
This is not just any company they truly value their employees and make career progression and development a top priority.
About the Company
We're proud to represent an exciting and fast-growing company in the green energy sector.
With a strong commitment to delivering net-zero solutions and ensuring legislative compliance, they are playing a pivotal role in shaping a more sustainable future.
The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
Key Responsibilities
Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
Have you recently graduated and looking for your first role in Finance...
£25,000 Full Study Support Bonus Private Healthcare and loads more!
We Do Group are excited to be working with an inspiring, fast growth, luxury design and manufacturing business in Berkshire to hire a graduate who is looking to embark on a career in Finance & Accounting.