My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management.
I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office (North East).
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
We (Apointe ltd) are exclusively partnering with a private equity backed organisation based in Colchester to help them recruit this is unique, high-potential and exciting Group Financial Controller role, what makes this so rewarding is the impact you can have, coupled by the exciting growth trajectory this business is embarking on.
Operating within the Finance team, the role will provide the Senior Leadership Team with insightful, value-add financial support and analysis which facilitates effective decision making.
The ideal candidate will be comfortable in a fast-paced, dynamic environment and will be an enthusiastic and motivated self-starter who will focus on delivering to deadlines.
My client is a Chartered wealth planning practice based in Colchester who have been offering financial advice to their private clients for over 25 years are looking for a Financial Administrator.
They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families.
An experienced IFA Client Administrator to provide proactive and efficient administration support to Pension Planners.
The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
They are actively looking for a skilled IFA support technician to work in their Colchester offices.