Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
To provide client service support and assistance to the Account Handlers with their day-to-day tasks and account broking.
They play a key role in the future of client service delivery at PIB, underpinning the service excellence PIB require for our clients and ensuring accuracy for insurers, clients, and data integrity.
The Service Delivery team work alongside the Account Handlers to continuously develop and improve client outcomes and working processes.
The Senior Finance Business Partner will support the financial management and decision-making processes within our Underwriting and Schemes division.
This role involves collaborating with various departments to provide financial insights, support budgeting and forecasting activities, and ensure the accuracy of financial reporting.
Do you want to work for an innovative financial services company and play a key role in their development?Are you driven by a passion for providing outstanding customer service?
Great - please apply today.
Would you like to have a voice in shaping the customer services offering for this business?
You will have experience working within a financial service compliance role and are able to be hands on and able to collaborate with different stakeholders.
Reporting into the Head of 1st Line of Defence you will work within the business to deliver accurate and effective compliance advice and support helping to ensure that the U&S businesses meet their regulatory obligations and processes and procedures are adhered to.
This is an exciting time to join the Underwriting & Schemes (U&S) division within PIB Group, as we recruit for a 1st Line Compliance Officer.
The role would be ideal for an experienced Financial Advisor with CAS Status who is looking for a role in which clients will be provided and have the support from an administration team.
We are working with a reputable and well-established Independent Financial Planning firm, and they are looking for an Employed Financial Advisor to join the business.
Given the client base on offer, this is a fantastic opportunity for a good advisor to maximise their skills in a supportive firm.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Northallerton, these are newly created roles to boost additional headcount.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.