Reed Financial Services are pleased to be representing a leading Medium sized Multi-discipline practice provifing clients with integrated solutions to meet their needs, based in Exeter
Responsibilities, defined but not limited to...
Checking all paperwork / information is available to ensure that the client file meets the FCA's rules and requirements.
The Credit Control Manager leads a team of collection specialists who investigate delinquent accounts, driving key performance measurements, while building strong relationships with internal and external business partners.
This is a hands-on leadership role, focused on the daily management of the team, with a significant amount of cross functional collaboration with areas such as Sales, Billing, Order Management and Finance.
The individual will provide analysis to senior leadership on critical performance measurements and will be responsible for the continuous improvement and development of the team.
Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Summary - To provide administration support to the Planner and Technical Support team.
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Kingsbridge.
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