Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Blakemore Recruitment • £27K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Ashford who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
We are really excited to be supporting a innovative local organisation in their search for an Administrator, this is a great time to join them on their journey of continued success!
Responsibilities
Coordinate and schedule appointments, ensuring optimal utilisation of time.
Manage and maintain diaries, ensuring appointments and meetings are scheduled accurately and efficiently.
An established Wealth Management Company are looking to recruit a further individual who enjoys working within Financial Services and would relish working in a friendly supportive office environment.
Cranbrook - £open depending on experience.
This role can offer part time hours which can be discussed depending on individual circumstances.
Reed Accountancy & Finance are seeking a dedicated Accounts Administrator to join our team on a temporary basis for a minimum of 3 months due to an increase in workload.
The successful candidate will be responsible for managing both sales and purchase ledgers and ensuring the accuracy of financial records.
This role is office-based and requires an immediate start.
The postholder will work closely with the CFO, other Executive Directors and other key staff, including the Trust's Senior Finance Team, PMO and Divisional operational management teams in the following areas:
Ensuring a clear and robust understanding of the Trust's financial position and forecast outturn, identifying key drivers and risks, actions and mitigations with relevant stakeholders.
Morgan Law are working with an NHS CFO who is seeking an additional Deputy CFO role to provide additional capacity to support it with the delivery of its financial plan for 2023/24 and in implementing its medium-term financial recovery plan.