Posted by Robinson Financial Careers • £25K/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 Chelmsford.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Chelmsford
Remote work is also available, with occasional visits to the Chelmsford office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
Could you be our next Fiduciary Accounting Ledger Technician
Joining our team based primarily based out of our Chelmsford office but with flexibility to work from other offices or to work from home, you'll be responsible for the delivery and development of Fiduciary services supporting our Risk Capital and Human Capital businesses.
If you think you can do the following, we'd love to hear from you:.
Are you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option?
This position will see the successful individual have the opportunity to grow their career and service an existing client bank.
Our clients leading and well-established Financial Planners based in the Chelmsford area, are currently looking for a Financial Advisor to join their team due to business growth.
An exciting opportunity has arisen for a Platform Administrator to join a leading Chartered & fully independent financial planning organisation.
Our client is a well-respected financial planning practice that prides itself on offering expert, independent advice.
With a strong emphasis on personal development and career progression, this company is committed to providing a supportive and dynamic work environment.
Posted by Aimee Willow Connex • £19K/yr to £23K/yr
General
Working within the Operations Department providing support to the Client Management teams for proactive management of a portfolio of clients.
To deliver exceptional client service, maintain internal and client relationships and effectively identify any risks to prevent loss of income and reputation to our business.
Debtor Receipts
To ensure that all collections are receipted onto the debtor accounts daily via the operating system.