The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.
A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.
We have the opportunity for an accounts assistant to join an established organization for a fixed term contract.
The reason for this fixed term contract is to focus on the reduction of aged debt and reduce the outstanding balance across company ledgers so experience within credit control or sales ledger is vital for this position.
You will be part of finance team which can provide training and warm welcome with an excellent culture and company values.
Friends of the Elderly (FotE) is a not-for-profit charity dedicated to providing excellent care with a family feel, we have been supporting older people for over 100 years.
Must live in a commutable distance to Malvern, Worcestershire.
Various shifts available at Bradbury Court and Perrins House.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.