Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset and knowledge.
Duties & Responsibilities
Ensuring correct completion of all necessary documents.
An Impressive Financial Services company based in the heart of the City are looking for an Assistant to support the EA and team on a permanent basis.
You will be involved all administration duties including diary management and travel arrangements, scheduling meetings internally and externally, liaising with clients as well as working closely alongside the wider administration team to provide cover when needed.
This is a great opportunity for an individual who is incredibly switched on and articulate, with impeccable communication skills.
The Finance Assistant will play a crucial role in ensuring the smooth running of the accounting and finance department within our professional services team.
The successful candidate will be involved in a variety of tasks including financial reporting, accounts payable, and supporting colleagues with ad-hoc financial tasks.
Our client is a large-scale, highly respected player in the professional services industry, with a thriving team based in St. Albans.
A great opportunity has opened up for an experienced Finance Assistant to join an employer in St Albans.
To be successful you will either need an AAT certification, or be willing to work towards one (with study support).
Excellent benefits include parking on site, a monthly company lunch, study support and regular team building incentives, as well as an attractive holiday allowance and company pension.
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 interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.