Experienced or inexperienced Mortgage advisers, we are looking for integral team players to join a reputable financial services firm located in Weybridge, dedicated to providing tailored mortgage solutions to their clients.
Are you passionate about helping people achieve their dream of owning a home?
Do you possess exceptional customer service skills
My client is a Chartered Independent Financial advice firm based in Weybridge.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
We are thrilled to collaborate with this reputable accountancy firm situated in Weybridge.
Joining part of the dynamic team, you will play a key role in contributing to the firm's success and witnessing the realisation of its growth objectives.
Joining the team at this juncture promises an exhilarating opportunity, as the practice, though already well-established, is poised for significant expansion with ambitious growth plans in place.
My client is a well-established mortgage brokerage based in Surrey, and due to recent growth are looking for additional advisers to join their friendly team on a self-employed basis.
My client is a directly authorised, whole-of-market mortgage and protection firm based in Surrey, and has been helping customers for 20 years.
Working closely alongside other Officers and reporting into the Pension Finance Manager, your role will be to make sure the reconciliation and administration work in the finance functions of the Pension Fund are completed accurately and on time.
Supporting the Finance Manager, the role will liaise with key stakeholders like Actuaries, LGPS Scheme Employers and Auditors.
Requirement
This role would be perfect for someone with some understanding of accounting and perhaps experience of working in a finance team.
To perform accurate and timely employee administration and transaction processes using systems (unit 4) where appropriate, to agreed standards and targets.
The role holder will receive and resolve straightforward queries from employees/managers or schools/external customers, as referred by 1st Line; and assist the team to develop and maintain appropriate systems and processes.
The role holder will create, maintain and process documentation, records and data to agreed procedures and standards.