Forces Employment Charity is seeking a dedicated Client Advisor to join our Support Centre in Birmingham.
Role: The role of Client Advisor is to deliver the support centre function for the programme.
Forces Employment Charity delivers a specialist programme to support veterans in the Justice System who may be vulnerable, socially isolated, or need support to live or maintain a law-abiding life.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
Posted by Hays Specialist Recruitment Limited • £35K/yr to £60K/yr
Partnership Tax Accountant required to join a high performing finance team within a National firm, who has been listed in the Best Companies to Work For list for the last 20 yearsThis is a full time, permanent role based in Norwich or Cambridge with occasional travel to other offices and hybrid working.
The key activities will include preparing partner tax returns, computation of LLP tax return, offering tax advice and support to partners and advising the business as needed on related tax issues.
Reporting to the firm's CFO, this role is crucial in providing tax services to the business owners of the partnership.
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won't be provided to the expected level.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.
We believe that anyone is capable of lasting change.
We are The Forward Trust, the social enterprise with charitable status that empowers people to break the often interlinked cycles of crime and addiction to move forward with their lives.
For more than 25 years we have been working with people to build positive and productive lives, whatever their past.