Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Summary: As the Finance Assistant you will assist the Finance Lead and work with the wider finance team in the running, managing, processing and troubleshooting of accounts, payrolls, transactions and other finance-related tasks and queries.
We are seeking an adaptable and confident Administrative Assistant to provide comprehensive support to our Credit Control department.
This role involves a variety of responsibilities including credit control, addressing credit queries, cash collection, invoice preparation and verification, reception duties, and hospitality for visitors.
Responsibilities
Compile customer documentation, verifying credit account status, and dispatching works instructions to the factory and confirmations to customers via email.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.
Job Description
Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice.