The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
New year and looking to take your financial planning administration role to the next level?
I am supporting an excellent Financial Services IFA Business in the Oxford area linked to who are recruiting a Financial Services IFA Administrator who is skilled to join the company and support the Advisors and Paraplanners in Administration.
The function of this role is to provide full Administrative support to the IFAs, taking responsibility and ownership of all tasks that they require your support with.
The key purpose is to ensure positive client relations are built and maintained through the provision of a professional and efficient service in your skills.
We are thrilled to have partnered with a boutique independent financial advice firm in Oxfordshire, who are actively looking to expand their support teams!
Our client has built themselves a brilliant reputation in the area and industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
Due to an increase in business and continued successful growth of the firm, we are now assisting the business in adding some equally talented and dedicated professionals to the existing teams.
We are seeking a detail-oriented and organised Accounts Assistant to join our finance team.
The Accounts Assistant will be responsible for assisting with various accounting tasks, including data entry, accounts payable, and financial record keeping.
The ideal candidate will have experience with accounting software such as PeopleSoft, Xero, QuickBooks, Sage, or Workday.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side.
They request Ideally Level Four Diploma Qualified on your Analyst skills but will consider a skilled Paraplanner/analyst near to having Diploma in paraplanning.
At some stage when joined & local to the Oxford Role, a possibility of 3 remote days.