Posted by Broster Buchanan Ltd • £35K/yr to £45K/yr
Dealing with the day to day trust affairs of your client portfolio, which will include high net-worth individuals, trusts and estates, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly.
You will be working independently preparing trust accounts and personal/trust returns for review and undertaking peer reviews.
You'll also assist other members of the trust and tax team in the overall management of client affairs and assist the wider team with charities and small business accounts and related compliance.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK.