This role is perfect for someone who loves a mix of admin tasks and customer interaction.
We're on the lookout for a proactive and friendly Customer Service Administrator to join our clients team, stepping in for the current employee who's retiring after two decades of dedicated service.
You'll be a key player in ensuring clients-from care homes to community centers-get the best service possible.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
We are currently recruiting for a Financial Planning practice based in High Wycombe who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
The role is responsible for a broad set of consolidation, forecasting and planning activities.
Orka Financial is working with an international manufacturing business based in High Wycombe (5 days per week) to recruit a Consolidation & Planning Manager.
The role is UK based but includes responsibility for some European reporting alongside global consolidation tasks.