We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
Our client is looking for a Financial Administrator to join their team in Surrey.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.
Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
Responsibility for analysis of income, production of gift aid schedules, all aspects of the purchase ledger, ownership of petty cash, and supporting with month end postings and procedures for both the Charity and the Trading company.
This isn't a typical "Accounting" role, you won't just be putting a Trial Balance onto an accounting package, you will provide genuine value to your clients, forming long lasting relationships and helping them achieve their goals and ambitions.
We are seeking an ambitious and highly motivated Qualified Practice Accountant or Auditor who is looking for a big step up in their career and a challenge.
Our client, a Top-10 firm, is recruiting for their Business Services Team, offering unparalleled career progression, opportunity, and benefits that you can only obtain at one of the largest firms in the world.
They are currently seeking additional Customer Service Representatives to due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts.
As a financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.
Do you want to work for an award winning financial services organisation that are renowned for ensuring their employees are looked after, together offering ongoing training and career development?
With training and as one of their Customer Service Associates, you will become responsible for providing an efficient and effective administration and customer service to their existing customers regarding their Mortgage, Investment and/or Savings Accounts.
These are not your usual automated roles and will is a mix of varied administration and customer services, where you will be involved in: