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.
Our Administration Support roles are an excellent entry level role for candidates looking to move into their first fully office based position.
We are a well established and successful financial services company based in Godalming, who are recognised in our sector as being a market leader.
Having successfully recruited across the business during 2023, we continue to grow and require an additional Administration Support person working within the wider administration support team.
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.
Our client is looking to hire an experienced Finance Assistant to join their team, this is a varied role which will give exposure to all elements of an accounts department.
Working as part of the accounts team the role will help ensure the smooth running of the accounts function within the business.
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.