Posted by Laithwaite Financial Services Ltd • £26K/yr to £35K/yr
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
Salary up to £35,000
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
A rare and exciting opportunity has arisen with a well-established, successful and forward-thinking IFA practice for a dedicated individual looking for a fast-track role into becoming an IFA.
£30-35,000 bonus potential
Duties & responsibilities
Shadowing business owner and other IFAs within the firm whilst training.
Posted by Blakemore Recruitment • £30K/yr to £36K/yr
Based: Guildford, Surrey
This is a brilliant opportunity for a technical and professional individual to take on a new role in the company.
The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service.
Posted by CMA Recruitment Group • £250/day to £300/day
General
CMA Recruitment Group is working in partnership with a fast paced, growing PE backed services organisation based in Woking to recruit an interim FP&A Analyst
What will the FP& A Analyst role involve
Prepare and analyse KPI's.
Prepare and manage the forecasts, budgets and cashflows for the business.
Tuesday and Thursday in the office and the rest WFH
Manipulating data from the bank extracts, posting the data to BACs sheets for Credit Controllers to have visibility of cash in.
Overview of a Finance Assistant
As a Finance Assistant, you will manage and post cash transactions, track and reconcile payments, handle internal transfers and invoice queries, and ensure accurate financial reporting and efficient month-end processes.