Undertake allocated supporting CF / TS tasks within supervision.
General
As a Transaction Services Executive you will be responsible for preparation and delivery of FDD reports.
We have partnered with a mid-market boutique located in Thames Valley in their search for an entrepreneurial and ambitious Transaction Services Executive to operate within their Corporate Finance team.
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
Financial Planner - Reading, £55k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1.
Manage some client from the Managing Director and generate new business from established Lead mechanism
I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Pension Administrators in various locations offering flexible hybrid working.
These are outstanding opportunities for Pension Administrators who are now looking for that challenging career opportunity that will see you utilise and develop your pension expertise further.
This area of the business is at the heart of their trustee services and as a people-first business, they are seeking caring, motivated and highly organised individuals to join their team.
You will personally be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, predominantly Defined Benefit schemes.
Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations offering flexible hybrid working.
These are outstanding opportunities for Senior Pension Administrators who are now looking for that next challenging career opportunity, that will see you further utilise and develop your pension expertise further.