The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.
The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).
Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
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.
Our client is seeking an exceptional Partner Support Administrator to become a pivotal part of their vibrant team, working hand-in-hand with Senior Leadership, Line Managers, and colleagues to elevate operations and ensure impeccable compliance and efficiency.
Are you passionate about providing unparalleled administrative support and thrive in a fast-paced environment?
Join Our Dynamic Team & Propel Your Career to New Heights!
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
We are currently on the search for Property Managers of all levels to join a dynamic, vibrant office in Bracknell.
We're seeking proactive and outgoing Property Managers, from entry level to Team Leader, ready to elevate their careers in a client-focused role that rewards outstanding customer service.
Marc Daniels are working with a household name automotive company based in Bracknell in recruiting a Senior European Tax Expert this is a fantastic opportunity to take the next step in your career with a well-established company that is focussed on supporting and developing its employees and has the size to facilitate progression.
This role is hybrid-working and has flexible hours.
Responsibilities
Managing Compliance: Working with PwC, you will oversee adherence to tax regulations across various European jurisdictions.