Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client's financial objectives.
They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum.
A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.
They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum.
Key Responsibilities
To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:.
This role is instrumental in protecting our clients' money under the CASS 5 rules whilst providing an efficient and compliant service to our stakeholders.
This role profile is applicable to business areas such as Cash allocation, Bank reconciliation, Insurer & Bordereaux Reconciliation, Client, Insurer & Introducer Payments, Client & Insurer Money Calculations and Credit Control.
The purpose of this role is to process and control accounting transactions relating to our clients' insurance policies.
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team.
The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client's needs.
If you have high attention to detail, thrive in a customer centric and deadline driven environment, and want to develop your career within finance this could be a great opportunity for you.
Our Cash Management team is a key part of our Finance function and offers business support in both Cash Management and Treasury services.
Our professional service teams play a vital role in supporting businesses by providing specialised expertise and assistance for our brands.
This role would suit a person who is confident and looking to enter the world of finance.
We are currently recruiting for a Junior Insurance Reconciliation team member to join our central services finance team based in Retford for a fixed term basis of 6 months.
You will be a natural problem solver with a high level of attention to detail and excellent communication skills both verbal and written.
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.