As the Financial Services Administrator you will be assisting a team of Financial Advisers, assisting the various teams and focusing on business pre and post-sale.
Due to an increase in business they are recruiting for a Financial Services Administrator to join their team in Whiteley.
My client is a well respected Wealth Management practice with advisers services clients all across the country with a high class level of financial planning.
We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Due to company growth, a Financial Controller is sought for a thriving business services organisation, based in Whiteley.
You will play a crucial role in the financial operations, producing intercompany management account packs, managing cash flow, and supporting the movement to new financial systems.
Enjoy flexible working hours, a great working environment, and comprehensive benefits including a company healthcare cash plan, an annual bonus scheme, and 30 days holiday.
A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Financial Planner to come and join their growing advisory team and work with nourishing and developing existing clients within the firm.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection and tax planning.
They take pride in their work and place an emphasis on client care and providing a tailored solution.
Are you passionate about financial planning and providing exceptional service to clients?
Join our team at multi site IFA firm as a Paraplanner!
You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.