This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate.
They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
An exciting opportunity has arisen for an Insurance Administrator to join our client, a small well-established business who unlike other brokers, are specialists in their industry.
Benefits: Company pension, Company cash plan scheme, Hybrid role (mainly home working)
Our client offers the flexibly to complete the majority of this role remotely with the expectation to attend the office in Warwickshire at least once a month.
Are you an experienced administrative professional with a knack for organisation and communication?
My client is on the lookout for an Executive Assistant to provide stellar support to their Executive Team.
A successful candidate will flourish in a fast-paced setting, handling meeting coordination, calendar management, and ensuring the directors are fully equipped for success.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?