Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Are you an individual with a strong sense of self-motivation and confidence, actively seeking a new opportunity within the financial services sector?
We are currently recruiting for a Credit Controller with a preferred background in Credit Control/Administration.
You will play a crucial role in helping manage the credit control function, ensuring timely collection of outstanding debts and maintaining strong relationships with our clients and stakeholders.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Currently, our client is in search of a Paraplanner to join their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.