You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
Our wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company.
They are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path.
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.
As a Finance Assistant, you will manage and post cash transactions, track and reconcile payments, handle internal transfers and invoice queries, and ensure accurate financial reporting and efficient month-end processes.
General
Tuesday and Thursday in the office and the rest WFH
Manipulating data from the bank extracts, posting the data to BACs sheets for Credit Controllers to have visibility of cash in.
This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
General
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.