They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Plymouth, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.
Salary up to £34k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.
Finance Manager (Charity) - Plymouth / Hybrid - Starting salary of circa £40k
The organisation seeks to recruit an experienced Finance Manager who can support the charity in all aspects of its accounting lifecycle.
Trial Balance Consulting are delighted to have been reengaged by a past client, a highly successful and well respected community focussed charity based in Plymouth.