Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks
The client is looking for office based however they will allow a day from home working
Posted by Page Personnel Finance • £30K/yr to £35K/yr
General
A superb opportunity for a finance assistant to join this growing business based in South East Kent.
My client is a local success story, having grown year on year and established a fabulous reputation for themselves in their field.
Description
Processing customer orders, including data entry on a third party portal, this is a core part of the role and can take up to a third of the working day.
As a Sales Support Assistant, you will play a crucial role in supporting the Financial Advisor and Senior Partner in generating leads and driving sales campaigns.
Your responsibilities will include proactively contacting existing and prospective customers, liaising with agency teams to generate leads, and supporting the training and development of the team to enable cross-selling of financial services products.
As a Sales Support Assistant, you will play a crucial role in supporting the Financial Advisor and Senior Partner in generating leads and driving sales campaigns.
Your responsibilities will include proactively contacting existing and prospective customers, liaising with agency teams to generate leads, and supporting the training and development of the team to enable cross-selling of financial services products.
Posted by Coast Specialist Recruitment • £28K/yr to £40K/yr
General
The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.
Our client a very well established wealth manager is looking for an experienced Paraplanner to join there dynamic team.
Key Responsibilities
Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Posted by Financial Divisions • £24K/yr to £28K/yr
My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression.
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service?
If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.
Posted by The Workplace Consultancy • £25K/yr to £30K/yr
General
My client is one of the south east's leading professional services companies .
The have a role for a Personal Assistant & Team Coordinator to join their expanding Firm in Canterbury, reporting to 3 Partners.
The Role
This role is essential in ensuring the smooth operation of daily activities and client management, providing administrative support and coordinating with teams and clients.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.