Posted by Robinson Financial Careers • £28K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Our client is an outstanding educational establishment who are looking for an experienced Finance Assistant to join their finance team on a part time permanent basis.
This role would suit a motivated and proactive individual who has purchase ledger experience looking for a part time role.
Posted by Premier Jobs UK Limited • £26K/yr to £28K/yr
You will be booking appointments, responding to customer questions, resolving issues and replying to emails.
You will be joining their Client Services team of 9, with the purpose of delivering great customer service through inbound and outbound calls.
This Client Services Representative job in Farnborough is ideal for individuals with experience in providing high standards of customer service within a fast-paced environment.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £40K/yr
We are recruiting for an experienced Financial Advice Administrator to join one of our partnership business based in Aldershot in Hampshire.
This role will focus on providing effective technical support to the Practice Principal and Financial advisers to ensure an efficient processing of business and to deliver a high quality service to their clients.
This is a growing business with a demand to increase its team with this addition.
This client has a strong financial profile and as such is investing a significant amount of money around the software platforms, moving from a traditional reporting package to dashboard reporting.
This role would suit someone who is looking to take a number 2 finance leadership role and you will have experience of working within a role where you have been heavily involved in transformation and change across the finance and accounting processes and procedures.
A Senior Finance Manager is required to join this education consortium during a very exciting time with a key focus on transformation and change.