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
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.
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.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
The candidate must have a minimum of 2 years skills within the role to be considered.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.
The role is to provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
The candidate must have a minimum of 2 years skills within the role to be considered.
I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role not far from the Reading area.
The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and ensure smooth delivery of excellent client service and client communication linked to Administration within the Financial Industry.
The candidate must have a minimum of 1 years skills within the role to be considered.
The Finance Assistant will play a crucial role in ensuring the smooth running of the accounting and finance department within our professional services team.
The successful candidate will be involved in a variety of tasks including financial reporting, accounts payable, and supporting colleagues with ad-hoc financial tasks.
Our client is a large-scale, highly respected player in the professional services industry, with a thriving team based in St. Albans.
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Our client, based in Southsea, are looking for a new Finance Assistant to join them on a temporary to permanent basis, ideally immediately / at short notice.
Preparing invoices / billing and all required adjustments, answering invoice queries
In this role you will be responsible for a variety of duties including: