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.
An exciting opportunity has arisen for a Finance Assistant to join a leading global leading organisation.
This role offers a competitive salary of £24,000 - £26,000 and is based in the Manchester Area.
With over 5,000 employees globally, our client is renowned for developing sustainable, economical, digital solutions that truly meet the needs of their global clients.
The Company: A regionally sized financial advisory business based in Wakefield looking to add an experienced Financial Services Administrator to their adviser support team.
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.
As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser.
This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits.
The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors.
Elevation Accountancy and Finance are delighted to be working with a fantastic business in Leeds as they look to recruit a Finance Assistant into their team on a full time, permanent basis.
They are ideally looking for someone wanting to study either ACCA/CIMA and will definitely provide training for the right person.