Hybrid Client Services Administrator – Financial Advice

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory...

A leading independent financial planning firm is seeking a Paraplanner to support Financial Advisors. This hybrid role in Bromsgrove offers a salary range of £34,000 - £46,000, flexible working hours, and a commitment to professional development. The ideal candidate will have experience as a Paraplanner, knowledge of financial planning research, and...

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ** One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of existing and new clients. Skills ·Understanding complex information - Analysing...

Job Title: Bookkeeper & Internal Sales Administrator Location: Bromsgrove Company: Specialist Engineering & Manufacturing Business Employment Type: Full-Time, Permanent Salary: £26,000 - £28,000 About the Company I am recruiting on behalf of a well-established engineering and manufacturing business based in Bromsgrove. Known for high-quality products and...

Job Title: Bookkeeper & Internal Sales Administrator Location: Bromsgrove Company: Specialist Engineering & Manufacturing Business Employment Type: Full-Time, Permanent Salary: £26,000 - £28,000 About the Company I am recruiting on behalf of a well-established engineering and manufacturing business based in Bromsgrove. Known for high-quality products and...

**Are you looking to develop your career and join a fast-growing company that focuses on supporting employee careers with professional development? Then AFH could be right for you!** With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. **Advice...

A leading service provider in the United Kingdom is seeking a Customer Service Support Officer to join their Operations Team. The successful candidate will provide exceptional service to customers, answering queries via phone and email. Responsibilities include processing requests, maintaining customer records, and supporting colleagues. With a focus on a...

**Succession planning. It's the buzz word of the moment. But are you benefitting from it? ** At this firm you will. For you succession planning means taking over a sizeable client base from two retiring senior planners. It means enough ongoing advice fees to take you straight into bonus territory. And it means a thorough, planned handover. **With a planned...

We're recruiting on behalf of an established Financial Services business who are truly passionate about their industry and is committed to the idea of being the best at what they do. The role offers: - The ability to be part of a non-corporate business, that value your opinion. - The opportunity to be flexible with your working hours should 9-5 not suit. -...

Claims Administrator Stoke / Hybrid Administrative position supporting Loss Adjusters with administration tasks. Duties and responsibilities: - Delivering excellent customer service to our customers and Clients. - Undertake your daily tasks within agreed SLA’s. - Chase suppliers both internal and external to ensure a smooth and efficient claim...