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Financial Services Paraplanner

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 3 days ago

We are seeking an experienced and highly competent Paraplanner for a forward thinking financial services organisation based in Taunton. The role will involve completing a variety of the nonclient facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients. If successful you will be responsible for preparing and maintaining client files, undertaking research and preparing recommendations to meet a clients needs and objections and preparing suitability reports. You will be working as part of a dedicated team alongside the firms advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Maintaining high levels of compliance and keeping up to date with new product, technical or legislative changes within the marketplace will be key to ensuring your success in the role. In addition, to apply we will be looking for you to hold a detailed knowledge of the both the FCAs rules and requirements and also the FCAs and the firms record keeping requirements. You will need a broad and thorough knowledge of the financial services industry and also a high level of technical knowledge. You will need to hold your Diploma in Regulated Financial Planning or be working towards it. You will also need excellent communication skills, both written and verbal and the ability to pay high attention to detail. Great time management skills and the ability to work to deadlines are also essential. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Finance Manager

  • Exeter
  • ?40000 - ?50000 Per Annum + Benefits
  • Permanent
Posted a month ago

Are you experienced Accounting or Finance professional and are looking for a new challenge as our Wastewater Finance Manager? South West Water provides reliable, efficient and high-quality drinking water and waste water services throughout Cornwall, Devon, and parts of Somerset and Dorset. We believe that by investing in the future of our region, we are not only improving the quality of life for today's residents and visitors but are also taking responsibility for future generations. Our aim is to continually drive up standards, particularly in the areas that matter most to our customers and be amongst the best in the water industry. We now have an exciting opportunity which has arisen to join one of the South West's leading employers as a Wastewater Finance Manager for our team based in Exeter. This is a commercial finance role that will be an active member of the Wastewater leadership team and Wholesale Finance Team, with a strong emphasis on financial control. The Role Preparation, review and analysis of the monthly accounts for the Wastewater Directorate. Responsibility for journals, management of accruals and provisions and investigation of variances. Responsibility for monthly financial reporting (Opex and Capex) for the Directorate. Development and enhancement of financial management reporting for K6. Pro-active analysis of cost driver information and identification of cost efficiency opportunities. Responsibility for all journals and final GL balances including review of month end balance sheet reconciliations and control accounts. Ensure the accuracy and integrity of the Wastewater accounting records and financial systems. Manage the budget and forecast timetables for Wastewater activities and ensure all relevant members of the business are fully aware of their responsibilities. Ensuring robust financial controls are in place, operating costs and capital expenditure and invoicing of Wastewater non-primary charges. Review the end to end financial controls for Wastewater, identifying and driving delivery of improvements. Management and production of reports and financial models to meet the needs of the business. Preparation and review of budgets, quarterly forecasts and business plans. Ensure the delivery and monitoring of the commercial aspects of Partner contracts. Work closely with the Wastewater Contract Manager to ensure that all major contracts deliver financial performance in line with annual business. Monitoring of contract performance and where there are variances from target investigate for reasons. Undertake financial appraisal of contract tender bids. Responsibility for financial information on Company Annual Performance Reporting tables specific to Wastewater. Responsibility for Regulatory accounting assumptions & cost analysis. The Ideal Finance Manager: ACA accounting qualification (or equivalent) Appropriate post qualification experience Managed team of financial staff in a busy operational environment Experienced in improving financial procedures, controls and management information Articulate and able to present strong business cases Mature oral and written communication skills Ability to influence peers and Directors persuasively High level of resilience High level of integrity Rewards & Benefits: In return for your hard work as our Wasterwater Finance Manager we can offer a salary of £40,000 to £50,000 per annum depending on skills and experience We also offer a range of excellent benefits, working within in a team-orientated and collaborative environment, for a company that strives to be environmentally, socially and economically sustainable.

Finance Director

  • Exeter, Devon
  • Negotiable
  • Permanent
Posted 11 days ago

My client is looking to recruit an experienced, driven and commercially minded Finance Director based in Exeter, Devon. The role will be overseeing all financial aspects of the business and driving the companies financial strategy, performance and cost efficiency initiatives in order to contribute and drive planned growth. Responsibilities: Drive the financial planning activities of the company by analysing its performance and risks, ensuing adherence to budgets, forecasts and other corporate reporting requirements Contribute fully to the development of company strategy across all areas of the business, challenging assumptions and decisionmaking as appropriate and providing financial analysis and guidance on all activities, plans, targets and business drivers Ensure all internal and external reporting requirements are met, whilst ensuring clean audits from external auditors and funders Maintain adequate control of costs and cost centre reporting with Divisional Heads Ensure that company financial systems are robust, compliant and support current activities and future growth Person: ACA, ACCA or CIMA qualified with minimum of 5 years PQE Proven record of liaising with banks, auditors and key stakeholders Excellent interpersonal, influencing, presentation and negotiating skills Demonstrate desire and ambition to grow the business The salary for this position is c £70K £80K per annum with a very realistic opportunity to earn up to 100% bonus of base salary.

Paraplanner

  • Devon
  • Negotiable
  • Permanent
Expires in a day

Paraplanner based in Devon, competitive salary and excellent benefits. You will be supporting 2 Advisers within the business. Responsibilities for the position will include: Report writing (Life, Pensions and Investments) Comprehensive research in the market place Liaise with clients directly as and when required Prepare alternative scenarios for consideration in preparing client reports with consultants Skills/experience needed for the position include: Excellent working knowledge of Pensions & a good general knowledge of Trusts and Taxation Good working knowledge of CGT and Income Tax calculations Candidate should have good experience working within an IFA practice Ideally level 4 qualified with at least 3 years experience. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Paraplanner

  • Devon
  • Negotiable
  • Permanent
Posted 8 days ago

Paraplanner based in Devon, competitive basic salary with good benefits Paraplanning Duties Support the Financial Planning team to meet business targets Research clients financial arrangements, analyse investment and client data Construct financial planning strategies and research financial product marketplace Produce financial planning reports Assist Financial Planners with preparation for client meetings Maintain compliant records Work as part of the team to deliver the highest level of client service Perform general office administration tasks as required and provide holiday cover for team members Maintain and update back office systems and platforms Qualifications and Experience Essential: Level 4 CII Diploma in Financial Planning Desirable: CII Advanced Diploma in Financial Planning Chartered Financial Planner Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Payroll Officer

  • Exeter, Devon
  • Up to £9.27 per hour
  • Temporary
Posted 15 days ago

Full time experienced pay roll officer for the Public Sector required in Exeter! We are seeking someone who is selfmotivated, flexible and well organised with experience of working to tight deadlines. The successful candidate will need to have good numeracy and literacy skills with good attention to detail and knowledge of HMRC legislation. Must have payroll experience. Start date: 4 th of March 2019 End date: 2 nd of August 2019 Full time, Monday Friday Pay rate: £9.27/h The Level 2 Payroll Officer is a member of Employee Operations, which performs the day to day input of Payroll changes, as part of a cost effective Payroll service to customers, managers, Members of the Local Authority and external customers. Responsibilities of the Payroll Officer will include: Ensuring timely and accurate payroll data input on to the inhouse system. Mentoring a group of Level 1 Payroll Officers and developing their understanding in Payroll knowledge and skills Check the input of Level 1 and 2 Payroll Officers Calculation of emergency payments Telephone, letter and email enquiries on difficult payroll issues e.g. complex National Insurance, Pension and Income Tax queries and complex salary and sickness calculation questions. This role requires the ability to fulfil all spoken aspects of the role with confidence and fluency in English Key skills: Experience of Microsoft Office applications. Be willing to put the needs of the team above ones own job requirements during peak periods. Experience of working within a payroll/finance function. Experience of payroll input. Be willing to put the needs of the team above ones own job requirements during peak periods. Experience of working to strict deadlines and following procedures in a customer focused environment. Ability to interpret requests and take responsibility for their completion as well as own work. Excellent decision making, problem solving and analytical skills. Excellent interpersonal and communication skills, encouraging the sharing of information and ideas. (Verbal and written). Ability to communicate effectively with various levels of management, colleagues and customers. Knowledge of of H.M. Revenue and Customs regulations and their application to the payroll function. Desirable skills: Working in a public sector environment. Experience of an HR information Management System. Experience of ORACLE/SAP. Good knowledge of a specialist HR area e.g. Payroll Operation and Compliance, Pay & Grading issues. Knowledge of other Statutory regulations For further details, including the job description and selection criteria please contact our Tiverton Branch on ##### ######or email your CV on #####@######.###

Finance Analyst

  • Exeter, Devon
  • £25000 - £27000 per annum
  • Permanent
Posted 15 days ago

Finance Analyst Ref: 13317 £25,000 £27,000 depending on experience Central Exeter We currently have a fantastic opportunity for a Finance Analyst to join a leading employer based in central Exeter. You will need to possess excellent analytical skills, under pinned by an Accounting degree or professional studies. Working with senior managers, and directors the role involves contributing to analysis, research and financial modelling for projects across a variety of areas. The role also includes preparing documentation for and accompanying colleagues to client meetings, conducting indepth financial research and supporting the team in advising clients on a variety of project related issues. Key Experience: Development of excel models Analysis of key data Production of highquality reporting Person Specification: Finance degree or professional studies Strong interpersonal communication skills Positive attitude to problem solving This is a rare opportunity in the Devon area, which would suit a career focused and ambitious individual who wants to use their financial knowledge and skills to contribute to commercial decisions in a high profile and rapidly growing sector, for world leading business.

Paraplanner

  • Exeter, Devon
  • £40000 Per Annum
  • Permanent
Posted 11 days ago
                             The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.  The Opportunity  During a period of key expansion, our client is looking for an experienced Financial Services professional to support the successful Financial Planners of the business. You will be responsible for preparing client suitability letters and financial report writing, You will be working in a supportive team environment where progression is strongly supported.  What’s needed to be considered?  In order to be considered for this unique opportunity, candidates need to have -    Working towards CII Level 4 Diploma in Financial Planning  Previous experience within a fast-paced IFA Practice  High level of analytical capability and good communication skills   What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.  Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
                

Financial Planner

  • Exeter
  • £60000 Per Annum
  • Permanent
Posted 11 days ago
                             The opportunity for a professional Financial Planner to join a prestigious Accountancy and Financial Planning Practice.  The Opportunity  During a period of key expansion, our client is looking for a successful Financial Planner to join the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to service existing clients of the practice and drive business development. You will promote the firm in a professional manner and ensure that suitable recommendations are made.  What’s needed to be considered?  In order to be considered for this unique opportunity, candidates need to have -    Level 4 CII Diploma in Regulated Financial Planning  A proficient communicator, comfortable presenting to a range of audiences  A high level of analytical ability, a keen eye for detail and a thorough approach   What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.  Synonyms: Employed Financial Adviser, Employed IFA, Independent Financial Adviser
                

Payroll Administrator

  • Exeter, Devon
  • £16000 - £20000 per annum + plus bens
  • Permanent
Posted 8 days ago

FINTEC recruit is seeking a Payroll Administrator for an accountancy practice based in Exeter. This is a fixed term 12 month appointment with salary £16,000 to £20,000. Responsibilities: Maintaining payroll administration and assisting the Payroll Services team as required Be part of a payroll team covering a variety of accounts and payroll functions Key skills and Experience required for the Payroll Admin role: Highly numerate Experience with Sage payroll Attention to detail Good IT and Excel skills Full details of the Payroll Administrator role is available on application. Please submit your current CV to apply.

Corporate Finance Manager

  • Exeter, Devon
  • £43000 - £46000 per annum + + car allowance & annnual bonus
  • Permanent
Posted 11 days ago

Our client, a professional services firm specializing in real estate are looking to recruit an experienced & ambitious Corporate Finance Manager. If you are looking for that next step in your career, this is the perfect employer to be able to show your flare whilst working with some of the worlds leading businesses. Responsibilities will include: Directly advising clients on a range of transactions, working with both Directors and analysts within the team Financial modelling and preparation of transaction documents Business development through the generation of client leads Attending industry events Managing junior team members on assignments Supporting the growth and development of the team Candidate Requirements: A financial professional qualification (such as ACA or CFA) or equivalent Demonstrable experience of working in a financial and/or commercial role Transactional experience would be considered favourable Experience of running and analysing financial models Experience of producing high quality documents for distribution to clients and potential investors Experience of interacting directly with clients and leading projects or elements of projects Willingness to travel to client meetings (usually based in London) They offer opportunity for progression, along with an excellent benefits package which include car allowance and annual bonus based on performance. If you have knowledge and a passion for Renewable Energy along with wanting to join an entrepreneurial, inclusive culture then please contact us for further details.

Corporate Finance Manager

  • Exeter, Devon
  • £43000 - £46000 per annum + + car allowance & annnual bonus
  • Permanent
Posted 15 days ago

Our client based in the centre of Exeter are looking to recruit an experienced Corporate Finance Manager to join and support the continued growth of the team, both in UK and international markets. Responsibilities will include: Directly advising clients on a range of transactions, working with both Directors and analysts within the team Financial modelling and preparation of transaction documents Business development through the generation of client leads Attending industry events Managing junior team members on assignments Supporting the growth and development of the team Candidate Requirements: A financial professional qualification (such as ACA or CFA) or equivalent Demonstrable experience of working in a financial and/or commercial role Transactional experience would be considered favourable Experience of running and analysing financial models Experience of producing high quality documents for distribution to clients and potential investors Experience of interacting directly with clients and leading projects or elements of projects

Purchase Ledger Clerk

  • Exeter, Devon
  • £21000 - £22000 per annum
  • Temporary
Posted 3 days ago

My client, an awardingwinning regional employer, are seeking to recruit an experienced Finance Assistant to join them on a temporary basis at their Head Office in Exeter. There is potential for the role to evolve into a permanent position for the right candidate. Reporting to the Finance Director, you will be responsible for the smooth handling of supplier and subcontractor invoices and the payment process. Key Responsibilities: Ensure the timely processing of subcontract transactions. Liaise with subcontractors and internal stakeholders to resolve issues and queries. Create BACS payments and manual payments as required. Issuing payment notices and remittance advices. Point of contact for subcontractor queries. Request set up of new subcontractors when required. Other duties as required by the Finance Director. In order to be successfully considered you must be available at short notice and have: Experience of working in a transactional finance role, preferably in the construction industry. AAT qualification. Excellent communication skills. Excellent attention to detail.

Finance Administrator

  • Exeter, Devon
  • £20000 - £23000 per annum
  • Permanent
Posted 8 days ago

Finance Administrator Exeter £2023k Ref: 13325 My client, a thriving and rapidly expanding familyrun business, are seeking to recruit an experienced Finance Administrator to join them at their modern Head Office based in Exeter. This is an excellent opportunity for a Finance Administrator who is looking to join a very social and interactive team and operate in a fastpaced and vibrant environment. Reporting into the Finance Manager, you will become a crucial member of the team providing a wide range of finance and administrative duties, including the following: Credit checking clients for direct debit purposes. Bookkeeping. Processing of direct debit forms ready for collections. Copy invoices and statements to customers. Bank reconciliations. Answering telephone calls to Finance and either assisting with the query or passing on to the relevant person who can help. Processing purchase invoices, obtaining authorisation and drafting payment runs for approval. Processing of card refunds on a weekly basis. Processing of employee expenses and company credit card statements. Credit control of overdue accounts, including chasing Debtors. Taking of card payments from Debtors. Posting of journals. Reconciliation of control accounts. Management of bookings for investment properties. Scanning of documents towards a paperless office. Reconciliation of petty cash. Being the first point of contact within the team in the absence of the Group Financial Controller. Analysis of data from large Excel downloads. Willingness to help with any tasks required within the department or to help other departments as required. Deal with post received into the department, and also process outgoing mail. In order to be considered, you must have: Previous experience of working in finance & administrative roles. Excellent IT skills with sound experience of using Excel (requiring knowledge of VLookups and pivot tables). Excellent communication skills with strong attention to detail. Accurate and highly competent data entry skills. Excellent organisation skills and with an enthusiastic and committed approach to work.

Corporate Finance Manager

  • Exeter, Devon
  • £43000 - £46000 per annum + + car allowance & annnual bonus
  • Permanent
Posted 19 hours ago

Our client, a professional services firm specializing in real estate are looking to recruit an experienced & ambitious Corporate Finance Manager. If you are looking for that next step in your career, this is the perfect employer to be able to show your flare whilst working with some of the worlds leading businesses. Responsibilities will include: Directly advising clients on a range of transactions, working with both Directors and analysts within the team Financial modelling and preparation of transaction documents Business development through the generation of client leads Attending industry events Managing junior team members on assignments Supporting the growth and development of the team Candidate Requirements: A financial professional qualification (such as ACA or CFA) or equivalent Demonstrable experience of working in a financial and/or commercial role Transactional experience would be considered favourable Experience of running and analysing financial models Experience of producing high quality documents for distribution to clients and potential investors Experience of interacting directly with clients and leading projects or elements of projects Willingness to travel to client meetings (usually based in London) They offer opportunity for progression, along with an excellent benefits package which include car allowance and annual bonus based on performance. If you have knowledge and a passion for Renewable Energy along with wanting to join an entrepreneurial, inclusive culture then please contact us for further details.

Senior Financial Accountant

  • Exeter
  • Competitive
  • Permanent
Posted 22 days ago

Company Description We are part of Link Group, a leading global provider of financial administration solutions throughout Europe, Asia and Australasia, with offices in all the major financial centres. As one of Europe’s leading asset servicing platforms, Link Asset Services interacts with almost 6m investors, administering and safeguarding £600bn of assets across 10 countries.Link Fund Solutions are looking to recruit a qualified accountant to join their growing and industry leading alternative fund administration business based in Exeter, Devon. The position offers first class experience in the rapidly expanding alternative fund sector. Enjoying regular interaction with fund managers and their top-tier financial advisors, the role will enable the successful candidate to develop much sought after international investment experience normally only available in London, New York and the other major financial centres.The successful candidate will be ACCA/CIMA/ACA qualified and possess strong technical accounting, interpersonal and communication skills. This is a great opportunity for a technically astute accountant who’s looking to develop managerial skills, financial expertise and truly add value to a well-recognised, fast paced and exciting global business.Job Description • Administer alternative investment funds for a portfolio of blue-chip international clients.• Review of net asset value calculations, revenue projections and other management information / reports.• Oversee the preparation of half year and full year accounts together with related information and liaise with external auditors.• Actively manage and mentor staff under supervision.• Attend client company board and investment management meetings as required.• Assist with the on-boarding of new business and fund changes.Qualifications • ACCA/CIMA/ACA qualified• Knowledge of UK GAAP and/or IFRS• Strong communication, supervisory and interpersonal skills• Demonstrably methodical and highly organised with a proven ability to meet deadlines• Microsoft Office skills (Excel, Word, Outlook) and previous experience of accounting platforms Additional Information Exeter offers an almost unparalleled quality of life. A beautiful Cathedral and University city, with historic charm going back to Roman times, complimented by close access to the sea, together with the wilderness of Dartmoor, provides for both a vibrant social and outdoor lifestyle.If you are looking to take that next step in your career and are ready to work in a dynamic environment, alongside talented people who take pride in delivering great results, please submit your application with your CV here.

Experienced Paraplanner

  • Exeter, Devon
  • £35000 Per Annum
  • Permanent
Posted 11 days ago
                             Our client, a respected IFA firm in Exeter are looking to expand the team by bring on a new Paraplanner into the office.  You will be working with experienced IFA’s in an environment where you will have the opportunity to progress from within. You will play a key part in delivering high quality advice and product solutions to clients. Not only will you prepare all written advice to the client but you will also provide technical support to the Financial Planners and work with Business Support Administrators with both implementation and ongoing servicing of funds under management.  The Opportunity  Our Clients growth offers you the opportunity to expand and develop your career in a direction that is tailored to your needs. They offer a supportive and flexible working environment, taking your career seriously to enable you to be the best you can be. They are looking for someone that has a background within an IFA firm, has obtained the level 4 Diploma qualification and experienced with Pensions, Investments and Protection  Whats needed for me to be considered?     Level 4 Diploma qualified (or working towards) is essential  Chartered would be desirable (or working towards)  Previous experience within a fast-paced IFA practice  High level of analytical capability and good communication skills   What’s next?   Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200.00 in vouchers if we assist them in securing a new career.         
                

Real Estate Finance Security Paralegal

  • Exeter
  • Competitive + Benefits
  • Permanent
Posted 23 days ago

Real Estate Finance Security Paralegal. This is an exciting time for this reputed firm and real estate team. They are growing in size and looking to add a further paralegal to their real estate finance security team in Exeter. This role will include advising on due diligence aspects of the acquisition of property portfolios, development, and regeneration schemes. You and the team provide advice to borrowers and funders upon the charging of residential and mixed-development sites, both locally and nationwide. Many of your projects will be large scale and complex - meaning a challenging and interesting caseload. You will work alongside and learn from market leading solicitors and partners. You will have client contact from day one and where appropriate be invited to be involved in business development activities. To apply for this role, you should be a paralegal or part qualified legal executive. You should have practical experience working in a law firm and specialising in either residential property, real estate, property development or security work. Experience in working with housing clients is beneficial, but not essential. Excellent firm and career path on offer for driven and motivated paralegals and part-qualified legal executives. Market leading starting salary plus excellent benefits including bonuses, life assurances, gym membership, and buy and sell holiday schemes. For more information about this role based in Exeter and other paralegal vacancies across the South West, call Paul Norman, or better still, click on "apply now" to send your CV through. ##### ######.

Client Liaison Manager / Paraplanner

  • Exeter, Devon
  • £30000 - £35000 per annum
  • Permanent
Posted 3 days ago

Are you are a Paraplanner providing technical support to a Firm of advisors and have experience supporting a compliance manager? Are you looking to build your career within financial services and work for a highly regarded business in Exeter? I am looking to speak with Part and Diploma Qualified candidates in the Exeter region looking to join a growing firm in the centre of Exeter. If you are keen to build on your skills and experience this could be the role for you. My client have beautiful offices based within the city centre and a fantastic team of friendly and welcoming staff. Call me today to find out more. The role Provide technical and paraplanning support to the firms advisers as directed by the Practice Manager/Managing Director. To support the Practice and Compliance Manager in ensuring the firm operates in a compliant manner; this will include assisting with maintenance of records for the firms Systems and Controls and T&C functions. Assist with compliance checking and followup on client files where necessary. Assist with the preparation of Management Information Reports. Be aware of, and adhere to, the firms policies in respect of AntiMoney Laundering Regulations, Data Protection, and other compliance procedures including Treating Customers Fairly requirements To succeed Detailed Knowledge and understanding of compliance procedures including record keeping requirements Level 4 qualified or is working towards it (They will give support towards exams). Good level of education in addition to the requisite technical knowledge and qualification QCA level 4 exams Excellent interpersonal skills both written and verbal A high level of accuracy and strong attention to detail. To see a full job description please call me today on ##### ###### To apply, or to find out more information, please click on one of the apply buttons Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Financial Services Administrator

  • Exeter, Devon
  • £17000 Per Annum
  • Permanent
Posted 11 days ago
                             The Client  The opportunity for an experienced Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.  The Opportunity  During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.  You will also be provided with full CII study support.  What’s needed to be considered  In order to be considered for this unique opportunity, candidates need to have –    Previous experience within an Administration role  Professional communication manner  Organised and adaptable   What’s next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.  Synonyms: Client Services Administrator, Sales Support, IFA Administrator
                

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