I am working with a long standing client who is seeking a dedicated and dynamic Finance or Business Graduate to join their team as a Trainee Investment Associate.
You will be expected to study for the CII Diploma in Regulated Financial Planning, fully funded by the client.
This role offers an excellent opportunity for progression, with comprehensive training and development provided.
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
Marks Sattin are currently working with a York based Tech company for the role of part-time Finance Assistant!
This role is an immediate need, on a permanent basis covering AP/AR/Credit Control, bank reconciliations, cash flow management and other general administrative duties.
This is a part-time role, which is to be worked over 3 days a week.
The Paraplanner is responsible for assessing client's requirements and researching, identifying and presenting solutions in support of Adviser recommendations.
Our client is looking to recruit an experienced Paraplanner, reporting to the Paraplanning Team Leader.
You will be responsible for providing full administrative support to a team of Financial Planners / Advisers.
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning.
We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover.
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Are you looking to progress your career in Investment Management?
If you are CISI Level 4 qualified and have a keen interest in the investment markets, and want to become part of a growing, award-winning company, then apply now!