Reed Financial Services are working with a well-established IFA business who seek a IFA Client Support for either their Exeter or Bath office.
Summary - To provide administration support to the Planner and Technical Support team.
You would join a team of administrators so a wealth of knowledge in the team and a friendly working environment, my client can offer hybrid working up to 2 days at home after training/onboarding period.
Remote home based Diploma level 4 qualified and experienced financial adviser required.
We are a highly respected and well-established wealth management organisation looking for a bright and articulate individual to join our servicing team, where you will be servicing an existing portfolio of clients for all their personal financial planning requirements.
There is no requirement to bring your own business or to generate leads.
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Office Manager to oversea two of their regional offices.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
DK Recruitment are working with a dynamic and growing organisation in Newton Abbot, seeking a motivated Accounts Administration Assistant to join our team.
As a key player in our finance department, you will contribute to the smooth operation of our financial processes while enjoying the flexibility of hybrid working arrangements.
Key Responsibilities
Receiving and reviewing invoices for accuracy and completeness.
Adecco are recruiting for an Administrator for one of their clients to start as soon as possible.
The successful candidate will
They will be responsible for administrative systems and processes and provide a comprehensive service to the EA & Business Manager to the Chief Executive and support the Chief Executive Office to include; ad hoc minute taking, use of Microsoft Outlook, Word, Power Point, Excel and file share systems.
The post holder will be responsible for booking travel, accommodation, events and conference bookings.
Our client an award-winning Finance and Wealth Management company is seeking an Investment Administrator to join their experienced and friendly Investment Services department based in Exeter.
As the Investments Administrator, you will provide administrative support to Investment colleagues.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
This role offers home based / remote working with access to office locations if preferred.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.