Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
They are looking to bolster their team with the addition of a talented, committed IFA Administrator, ideally with Intelligent Office experience, to support their highly achieving chartered Advisers.
Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join the team on a permanent basis.
To provide support to Paraplanners & Financial Planners
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Managing and maintaining Service Charge payments and statements.
General
Due to continued growth, a newly created opportunity has arisen for an Accounts Manager to join my client's well-established company based in Maidstone.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Sevenoaks based team.
To provide support to Paraplanners & Financial Planners
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
I am looking for a Key Account Manager to join a growing, dynamic team.
This role is crucial in supporting our sales targets, maintaining a positive client experience, and ensuring the provision of accurate and timely information to our clients.
Day-to-day of the role for the Key Account Manager
Conducting software solution demonstrations to prospective clients.