I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Office (North East).
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
An experienced IFA Client Administrator to provide proactive and efficient administration support to Pension Planners.
They are actively looking for a skilled IFA support technician to work in their Colchester offices.
The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners within the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
My client is a Chartered wealth planning practice based in Colchester who have been offering financial advice to their private clients for over 25 years are looking for a Financial Administrator.
10% Bonus/Study support
They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families.
Reed in Colchester are excited to be supporting our client seeking a dedicated Administrator to join our team on a 3-6 month fixed-term contract.
Contract Duration: 3-6 Months
This role is pivotal in ensuring seamless collaboration between the Risk and Procurement departments, upholding compliance with legal and organisational standards.
The successful candidate will provide assistance to a 'C' suite executive so that they can fulfil their daily business or personal responsibilities.
An opportunity to join a fast-paced, successful & growing business located in Essex has arisen for an Executive Personal Assistant & Minute Taker.
This role will have a hybrid arrangement with 3 days in the Colchester office and requires someone who has flexibility to travel to other business locations around the Essex area & the City of London.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
One of the leading independent estate agencies in Colchester requires an experienced Office Administrator to join the team.
The successful candidate will support the Administration Department Manager by ensuring administrative duties, relating to the marketing selling, and letting of properties are completed in a timely fashion.
Daily duties for the Office Administrator include
Prepare and send out correspondence as required to clients, customers, and third parties by way of email and letter.