Are you ready to elevate your career in financial planning
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details through various means.
Posted by LEVEL UP RECRUITMENT • £80K/yr to £200K/yr
You have a fantastic network- You're a seasoned and well respected commercial finance professional with a strong and active network in Asset Finance, Commercial Property Finance or Cashflow Solutions and you will stop at nothing to help your customers survive, thrive, and succeed.
You're successful- You have a strong client network built on consistent delivery and you are the person that your customers call first if they want to discuss business opportunities and access to funding.
Posted by Semperian Business Support Ltd • £28K/yr
We are looking to recruit a Finance Administrator on a permanent contract basis, based in Bristol.
Transaction Services - Finance Administrator
This role will work as part of the Transaction Services Team delivering OTC, P2P, cash management and compliance activities for Project and Head Office companies.
Posted by Yolk Recruitment Ltd • £75K/yr to £80K/yr
Yolk is excited to be supporting a prestigious Top 100 Law Firm in their quest for a talented Senior Associate to join their thriving Professional & Financial Risks team in Bristol.
Are you ready to elevate our career in the Financial Services market?
Established in 1992, the successful firm of financial planners provides quality, professional financial advice.
This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers.
Posted by Sutton Specialist Risks Ltd • £27K/yr to £30K/yr
General
Sutton Specialist Risks Limited
Position Type: Full-Time, 35 hours per week, Monday to Friday.
About Us
SSR are a niche wholesale broker/MGA underwriting specialist, providing liabilities-led insurance for commercial business on a delegated authority basis.
We are seeking an experienced Interim Project Reporting & Stakeholder Engagement Manager to join a market leading business as they embark on a significant construction project.
The ideal candidate will have strong experience in project reporting, data management, and risk mitigation.
This role is critical for ensuring smooth project execution and effective communication across all stakeholders.
Posted by Premier Jobs UK Limited • £28K/yr to £38K/yr
General
This IFA Administrator job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.
As an IFA Administrator, your duties will include
Input data onto the customer back office system and manage client records to keep them up to date.