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Purpose of the role To provide both clerical and administrative support to ensure the smooth running of the firm. Specifically assisting the firms Financial Planners with day-to-day client management. Skills and knowledge required: Deal with telephon...
Position : IFA Administrator Location : Royston, Hertfordshire (up to 2 days per week working from home) Minimum Requirements : 2 years' IFA administration experience; Strong experience of Intelligent Office; Good platforms knowledge; Live a commutab...
PMM Back Office Analyst Royston 16.50- per hour - PAYE until August 2024 This role sits within the PMM Back Office, who manage the day-to-day money and metal settlements of the business. The Back Office acts as the first line of control, checking tra...
Basic 60k 5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. You will provide full holistic financial...
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