They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Our client is seeking a driven, innovative, and passionate individual to join their central team as Head of Finance Service.
Our client is forward thinking, dynamic and determined to make a difference, and is seeking a likeminded individual who can support and lead the finances of the organisation.
This is an excellent opportunity to be part of a growing and highly successful organisation.
Are You Looking for an Exciting Career Move in Financial Services?
My client is a prominent membership organisation and conference business in the financial services sector, known for producing over 50 high-quality seminars annually across the UK, Western Europe, and Southern Africa.
Do You Thrive in a Fast-Paced, Communication-Driven Role?
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Synchronicity Financial Services are working exclusively with a financial services group who are looking to hire a Compliance Assistant to support their Wealth Management arm.
For this role, previous experience in financial services, ideally a wealth management/financial planning/IFA environment, is essential.
Ideally you would have had experience in a compliance role and have started studying towards the CII Diploma in Financial Planning, although this is not essential.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to: