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.
Are you an experienced Finance Assistant looking for a new opportunity?
A varied and interesting position has arisen within a busy and growing organisation for an experienced Accounts / Finance Assistant to join their team.
If you are looking for a contract or something new and would like to find something locally where you can use your finance skills, this could be an interesting position for you to consider.
The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career.
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team.
To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.
About Our Client: We are delighted to be supporting our Education client based in a picturesque village on the outskirts of Cambridge to find a Finance Assistant to join their fantastic team.
This is a golden opportunity for someone with finance experience looking to support and contribute to an amazing organisation.
Although having previous experience in an educational environment and an Enhanced DBS would be ideal, we are more than happy to support you if you possess all the required skills.
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 or towards paraplanning.
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.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Ramsey office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
Due to an incoming systems change, you will be supporting the finance team in various fields, including:
An exciting opportunity has arisen with a professional services company, based in Cambridge, for a Assistant Accountant to join on a FTC basis until the end of the year.