Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Our vision is to ensure all customers can own their home, and we do this by investing time by speaking to our customers, understanding and learning their plans about their mortgage and providing any suitable solutions to them.
The role of a specialist you'll is managing their own workload, investigating the facts of a case, then making contact with the customer when it's most appropriate for both parties to help them through any changes.
Our interest only team are primarily an outbound telephony area that pro-actively manage their own customers taking responsibility of their situation, from start to finish.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are working with a PE backed services business who are looking to appoint a Financial Controller in a newly created role.
As the business has grown the finance function has followed suit and now is in need of a tenacious Financial Controller who will govern the rapidly growing team of five.
This role has been created due to significant growth and funding over the past two years.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Reporting into the Financial Controller and working within a friendly finance team, you will be responsible for an array of transactional finance duties as noted below.
Open to Trainee & Experienced hires!
FRS are recruiting a Finance Assistant to work for a highly reputable engineering business based in Coventry.
This opportunity offers a fantastic career development pathway, alongside the potential to step into other roles as well as full exam support and study support.
Job Description
Recruit UK are working on an exciting opportunity for an individual with sales support experience to join a well-regarded wealth management firm based in Coventry, as an IFA Administrator.
Posted by Coventry Building Society • £24K/yr to £26K/yr
In this role the customers are mortgage professionals, brokers and intermediaries and as a Mortgage Development Specialist talking to them, being the voice of Coventry Building Society is the main focus.
Our Mortgage Intermediary Development team are looking for a chatty, engaging person to join one of their friendly telephone teams.
The role is very much about about having great conversations (no scripts), being customer focused with a passion for providing exceptional service.
I am recruiting for a dedicated Finance Assistant to join a friendly finance team.
Reporting to the Finance Manager, this role involves key financial operations such as managing purchase ledgers and conducting bank reconciliations.
The ideal candidate will be comfortable working in an office-based environment and will be integral in ensuring the smooth running of our financial processes.