Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
The role will involve promoting the company's services in a professional and FCA compliant manner.
Our client is looking for a Client Administrator to join their team, working at their St Asaph office on a hybrid basis.
To provide clear and effective supervision and leadership to the Client and Adviser Support team, to ensure Financial Planners are fully supported with new business submissions and back-office administration and support is processed / delivered promptly and accurately.
Our client is looking for a Team Manager to help manage a team of 4-8 FTE within Wealth Management and Financial Planning.
Responsible for supervising team motivation, work allocation, performance and recruitment, providing on-going training and personal development.
Prepare and submit management accounts and information packs on time with detailed working papers.
General
In this role, you'll play a pivotal role in preparing, analysing, and submitting month-end accounts and tax filings, ensuring adherence to compliance standards and fostering strong governance and controls.
Key duties will include supporting with budgets and reforecasts, requiring impeccable organisational skills and efficient time and resource management to meet tight deadlines.
Due to rapid growth, the company is expanding its finance function and this is an excellent opportunity to join a fast-paced company to play an integral role in a busy finance team.
I am currently recruiting for a Finance Manager to join a successful business in North Wales reporting directly to the Head of Finance.
Joining us as a Customer Advisor is a great opportunity, whether it's your first job and you're looking to gain some valuable experience, or you have experience with retail and you're looking for a new challenge, this could be the start of a new career with us.
The hourly rate for this role is £11.44 and up to £12.02 across selected locations within London.
The hourly rate will increase after 6 months in role.
Whether this is your first Retail Advisor role - or you're looking to take the next step in your career, if you're self-motivated, engaged, and passionate about delivering an authentic customer experience, then we want to hear from you.
The secret to our success?
Join one of our O2 stores and you'll become part of a team that thrives on making our stores look great, delivering an exceptional customer experience - and supporting each other to learn new skills and develop your career.