If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
Bring your analytical and customer service skills to our Finance Support Assistant role, where you'll enhance accounts payable operations, drive process improvements, and build strong relationships in a dynamic environment.
The purpose of this Finance Support Assistant role is to work closely as part of the Accounts Payable team to ensure delivery of a high service level whilst working within internal compliance and legislation requirements.
You will be an experienced Analyst with accounts payable and/or customer service experience and a track record of delivering a high level of customer care in a fast-paced, changing environment.
Posted by Taylor James Professional Recruitment • £23K/yr to £28K/yr
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client, a prestigious financial planning firm in Manchester are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Working as part of the Regional Service Team in close cooperation with the global head office commercial controlling, this business-critical position is responsible for maintaining an accurate overview and forecast of the regional finances within the service department, creating ongoing transparency of the current financial status and regional risks and opportunities.
Due to an internal promotion, our globally operating and industry leading client require a Finance Planning Manager to support their Senior Finance and Operations teams.
Posted by Resource Matters Ltd • £25K/yr to £33K/yr
General
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
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.