Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.
Key responsibilities
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
Reed Financial Services are pleased to be working with a well-established independent financial advisers with offices based in Ferndown near Bournemouth.
Their team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
They seek a Level 4 Qualified Compliance Officer to join their business and help with the day-to-day duties , this role is part time up to 25 hours a week and can be any day or hours the successful wishes.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
Posted by TIME Appointments Ltd • £25K/yr to £28K/yr
General
Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their team.
The successful candidate will be responsible for covering a variety of tasks, providing efficient technical support to the brokers, and switching between tasks effortlessly depending on priorities that arise on a day-to-day basis.
Key Duties & Responsibilities
Managing and monitoring daily payment and journal cash movement requests submitted by Investment Managers.
This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry.
Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.