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.
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.
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