The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
As the Treasury Systems and Health Insurance Manager, you'll have ownership of the bank processes and systems for GVTC and CLS, supporting GBS on all banking and systems, as well as leading and owning projects related to UK banking and health insurance processing.
As the Treasury Systems and Health Insurance Manager at Vision Express, your primary responsibility will be overseeing the end-to-end NHS processes and leading our NHS Team.
As a motivational leader, you'll ensure your team develop through constant innovation, creative thinking, and positive leadership to work together to See More and Be More.
Are you ready to play a pivotal role in reshaping financial strategies?
Offering between £70,000 to £85,000 Bonus Equity Options Very Flexible Hybrid Working (mostly remote, 1 day in the office)
Great opportunity to join a very successful private equity-backed software group focusing on financial strategies, net working capital, cash modelling, debt management, and more.
You will recruit, support and develop a team of up to 40 Mortgage and Protection Advisers, helping them to achieve their individual Business Plans, working with them to drive their income whether that's through helping them identify Lead Sources, improving their mortgage productivity or increasing the cross sales within their business.
What you will be responsible for
The purpose of this role will be to establish leadership and direction to a highly talented team of Mortgage and Protection across Nottingham, Lincoln and Leicestershire.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Our client is keen to appoint an experienced individual to join their broking team, servicing clients and always ensuring the highest quality in customer service and technical excellence!
You will have a core focus on meeting the needs of clients and prospects, dealing with day-to-day enquiries from customers, inviting renewals and transacting new business.
If you're a proactive and detail-oriented individual with a passion for the motor industry, we'd love to hear from you!
We are experts in professional services spend management.
From day one with us, you'll be a key player in our inclusive and supportive fast-growing SME.
Working at Constellia can be fast paced; we're a diverse, hard-working team united by a drive to help each other in a fun and friendly way, celebrating our success as a team.