The Person: The successful Financial Planning Assistant / Financial Services Administrator will be highly self-motivated and will be keen to learn and progress within an ambitious and progressive financial planning business.
The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4).
Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support the Client Managers (Financial Planners) in providing a trusted and personal financial planning service, delivering a high standard of care to a wide range of clients.
My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research, assisting one of the Directors of the company (please note you do not need to have carried out paraplanning duties previously but this would be advantageous); as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner.
Are you a practice experienced IFA Administrator looking for a new role in the sector.
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.
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.
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.
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.
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.