Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £36K/yr
Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team.
This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process.
Assisting the sales team with all administration tasks.
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Four Recruitment Ltd • £50K/yr to £55K/yr
Role
Internal Finance:.
Opportunity
The Internal Finance & FX Manager plays a crucial role in the finance and corporate services team, supporting the CFO with all aspects of internal accounting and financial management, as well as overseeing the delivery of outsourced financial services to clients for the head of corporate services.
General
Responsible for the supporting work of monthly management accounts and working with CFO to ensure accuracy and deadlines are met.
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity.
The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
They will support your personal development, pay bonuses and have a whole range of additional benefits.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.