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.
Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training.
Excellent opportunity to take on a newly created role in a growing local company.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
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.
We have several opportunities for Customer Service Advisors to join a global Financial Services Organisation with this Monday to Friday role with no weekend working!
Along with a starting salary of £23,088 per annum you will also get the chance to earn a performance related bonus and profit share dividend, 28 days holiday plus Bank Holidays, a generous pension scheme, life assurance, share purchase schemes, season ticket advance payment plan, eye care vouchers, discounts at a huge range of high street stores, 24/7 employee assistance programme, volunteer days, critical illness cover, gym membership scheme, full training, plus many more!
Teams are made up of colleagues from a range of backgrounds including contact centre, retail, and hospitality to name a few.
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.