By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Complex Owner billing calculations along with billing insight and reporting will transition in due course.
This newly introduced role will evolve over the coming months, initially taking accountability for Salesforce Holiday Home Sales, Traders and Owner debtor ledger activity providing insight and governance to provide assurance all ledger entries are accurately accounted for.
The role will evolve over time in to the O2C team where responsibility will also be taken for the Sundry Debtor.
You'll have the opportunity to deliver high-quality, tailored wealth management services.
Enjoy a supportive work environment that values your hard work and offers opportunities for personal growth, career development, and recognition.
Benefits include 26 days of annual leave, flexible working, a contributory pension scheme, private healthcare, extensive learning and development opportunities, career coaching, and a comprehensive employee assistance program.