Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
They seek to recruit a Finance Assistant to join them on a full-time, permanent basis.
Trial Balance Consulting are delighted to have been exclusively assigned by a highly successful and long-standing client, a well-established and expanding retail/distribution business.
Are you seeking a role in a company that is growing rapidly and that is dedicated in supporting staff to develop personally whilst also supporting the Finance Team.
Are you an experienced Accounts Assistant who is keen to develop within an award winning company with a strong history and a clear focus on developing staff from early career stages through to securing recognised qualifications.
The right candidate needs to have a can-do attitude and be used to working in a small but dynamic team in a fact paced, positive and professional environment.
Are you seeking a role in a company that is growing rapidly and that is dedicated in supporting staff to develop personally whilst also supporting the Finance Team?
Are you an emerging finance professional who is keen to develop within an award winning company with a strong history and a clear focus on developing staff from early career stages through to securing recognised qualifications.
If so, this could be your first step on the ladder of a fantastic career.
Do you have a background in Administration and Accounts
Our client, a firm of Independent Financial Advisers (IFAs) is seeking a dynamic Accounts Administrator to join their busy team!
General
They recommend suitable financial products and assist with financial planning after conducting a detailed review of the financial position, circumstances, and attitude towards investment risk.
They offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
A new opportunity has opened for an experienced Financial Planner to join a reputable company based in Plymouth as they have too many clients between the four IFAs of the business.
As a company they don't advertise, getting all their business through referrals and word of mouth.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.
Salary up to £30k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.