Pertemps is looking for a Senior Financial Support Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.
Salary up to £34k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.
ACCOUNTS & AUDIT SENIOR / PLYMOUTH - HYBRID WORKING OPTIONS AVAILABLE
Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for an Accounts & Audit Senior to join our clients Accountancy practice in Plymouth.
Duties & responsibilities
Preparing financial statements for limited companies, partnerships, and sole traders up to the audit threshold.
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are looking for CeRER / ER1 qualified brokers with experience
Due to increased business volumes & a more streamlined administration process, our client is actively seeking new "Whole of Market" Later Life Lending Advisers,
Our client is one of the most successful National Equity Release Brokerages in the country and they are recruiting again
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.