As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team.
You will have either Administration experience or have experience within Financial Services.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
Join a Not-for-profit, charity as a Finance Assistant, where you'll collaborate with a supportive community to process payroll, expenses, and sales, while handling finance queries.
Are you looking for an excellent opportunity to use your knowledge of finance in a caring, well-being environment?
Enjoy benefits including flexible working options and involvement in charity and fundraising events.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
Elevation Accountancy and Finance are excited to be working with a fantastic business in the Sheffield area as they look to recruit a Finance Assistant into their team on a full time, permanent basis.
Responsibilities
All aspects of the Sales Ledger function including credit checks, customer accounts setup and facilitating new Sales Order Review Meeting.
Daily banking including payments, multi-currency bank reconciliations and invoice discounting reconciliations to ensure the smooth operation of the companies bank facilities.
We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.
We're an award-winning financial planning practice with multiple offices across the North-West and Cheshire.
General
Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values.