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.
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
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.
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.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Posted by Olympus Recruitment • £22K/yr to £24K/yr
General
As they expand their team, they are seeking a meticulous and motivated Finance Assistant with a strong background and in Self Assessment and good knowledge of Tax Rules to join them.
About Us: Our Client is a dynamic and growing organisation committed to delivering exceptional financial services.
Finance Assistant - Key Responsibilities
Client Account Reconciliation, including allocating self-assessment receipts and calculating disbursement.
Posted by North Oak Recruitment Ltd • £20K/yr to £25K/yr
My client is an established Independent Financial Adviser company based in South Leicestershire and they have an exciting new opportunity for an experienced administrator to join their team.
Leicestershire (Our Ref AL1313) - office based role
Salary to £25,000 per annum dep on exp excellent benefits
Posted by TIME Appointments Ltd • £23K/yr to £30K/yr
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm's Financial Consultants.
This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.