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.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
The Centre for Sustainable Energy (CSE) is a Bristol-based national charity that supports people and organisations across the UK to tackle the climate emergency and end the suffering caused by cold homes.
We do this by sharing our knowledge, practical experience and policy insights.
Kings Court Trust are looking for a Junior Finance Assistant to join our wonderful Finance Team in which will be an exciting time in the business's growth, to help us deliver our award-winning estate administration service to our clients.
Are you looking to looking to develop your career within Finance Do you have an eye for detail and ability to achieve high levels of accuracy within your work Are you looking to develop within a collaborative environment
Through our successful Service Progression Pathway, you will acquire the knowledge to continue to grow professionally within Financial Services.
Our Service team is the centre of the business, we are often the main point of communication with our clients and put them at the heart of every interaction.
Utilising internal systems, service colleagues pride themselves on adhering to regulatory compliance and keeping the upmost accuracy.
Tradewind Recruitment is currently seeking a highly motivated learning support assistant to provide invaluable assistance to a child in KS2 who has mild autism and attachment issues.
As a learning support assistant, you will play a vital role in the child's educational journey, providing one-on-one support tailored to their specific needs.
Your responsibilities will include: Building a trusting and supportive relationship with the child: Your empathetic nature will be key in establishing a connection with the child, fostering a sense of security and trust.
Our FP&A team are looking for a Finance Business Partner to support New Growth and Fund activity.
The role is responsible for commercial analysis, decision support, budgeting and forecasting relating to Funds and New Growth opportunities.
The role reports into the Property FP&A Manager, with additional stakeholders outside of the team including Fund Managers, New Growth teams, and fund and JV investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.