Kemp RecruitmentDidcot, 24 mi from Marlborough
Job Title: Depot Service Manager
Salary: £50,000 - £55,000
Location: Didcot
About your new company:
A successful Agricultural Dealership based near Didcot is seeking an experienced Depot Service Manager to join their growing team.
About your...
Newbury, 18 mi from Marlborough
HVAC Service Manager
An independent Air Conditioning design and installation company, with a work hard play hard mentality, are looking for a HVAC Service Manager to work on multiple projects in and around London. They have a rapidly expanding...
ABPM Recruitment LimitedEngland
Accounts and Audit Manager | Leading Accountancy Practice | Nottinghamshire | £35,000 to £45,000. Join a leading Accountancy Practice in Nottinghamshire as their new Accounts and Audit Senior; this role offers the successful candidate the chance to further their finance career in the Accountancy Pr...
Hays Accountancy and FinanceAbingdon
Due to our client's continued growth and success, an exciting opportunity has become available for an experienced Accounts Manager based in their Abingdon office Accounts Manager is responsible for working with other Managers/ Assistant Managers and Directors to deliver accounting support to a range...
Hays Accountancy and FinanceDevizes
As the Finance Operations Manager, you will be responsible for the financial services function for the Business incorporating Payroll, Pension and Systems Administration. ...
Compliance Group LimitedHam, 10 mi from Marlborough
Here at PH Water & Air Technologies were looking for a Service Manager Water to join our team based in Farnborough. You will oversee the service team, comprising of mobile engineers and the service desk team, reporting directly to you.
Your primary...
Morgan HuntSwindon, 10 mi from Marlborough
Please only apply if you can do evening shifts
Morgan Hunt's Social Care team are proud to be working alongside Swindon and Gloucestershire Mind on their search for a Service Manager for their Access Line Service to work evenings 3pm - 11pm.Open...
Riverside GroupSwindon, 10 mi from Marlborough
aged 18+ with learning disabilities.As Service Manager, it would be your job to provide motivational leadership to empower and engage your team to deliver an outstanding service that puts customers first with responsibility for the safe operational...
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Financial Planning Administrator
Marlborough | www.cv-library.co.uk |
Recruit Wealth are representing a fast growing, national Financial Planning business who are currently recruiting for several experienced Administrators to join their regional Marlborough offices.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
There are various administration opportunities available within the team due to a recent client acquisition and office expansion.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
• Preparation of correspondence including letters and emails
• Ensuring appropriate documentation is scanned and attached to the relevant client records
• Maintaining all administration systems, ensuring all client data is accurate and up to date
• Build relationships with clients and interact with them directly
• Arrange client meetings for the Advisers when required
• Prepare client files for adviser meetings for both new and existing clients
• Processing and monitoring of all new business (both for new and existing clients)
• Manage and track pipeline activity providing regular progress updates to both client and adviser
• Monitor and progress cases through to issue, liaising with client and any third party
• Issue policy documents
• General back-office support using IO software
• Provide support to other staff where needed
• Liaising with paraplanning and operations teams to assist with any queries
Benefits of joining the business:
• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary review
• Staff awards
• Study support for professional industry exams
• Adviser Academy - In-House Training
• Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Corporate Eyecare cover
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Services background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
There are various administration opportunities available within the team due to a recent client acquisition and office expansion.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
• Preparation of correspondence including letters and emails
• Ensuring appropriate documentation is scanned and attached to the relevant client records
• Maintaining all administration systems, ensuring all client data is accurate and up to date
• Build relationships with clients and interact with them directly
• Arrange client meetings for the Advisers when required
• Prepare client files for adviser meetings for both new and existing clients
• Processing and monitoring of all new business (both for new and existing clients)
• Manage and track pipeline activity providing regular progress updates to both client and adviser
• Monitor and progress cases through to issue, liaising with client and any third party
• Issue policy documents
• General back-office support using IO software
• Provide support to other staff where needed
• Liaising with paraplanning and operations teams to assist with any queries
Benefits of joining the business:
• 25 days holiday plus bank holidays
• Day off for your Birthday
• Annual salary review
• Staff awards
• Study support for professional industry exams
• Adviser Academy - In-House Training
• Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Corporate Eyecare cover
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Services background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response
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