financial advisor trainee

mbf.

We're working with a well-established, boutique financial planning practice based near Bordon who are looking to recruit an IFA Administrator / Trainee Paraplanner to join their growing team.This is an excellent entry-level opportunity for a motivated graduate looking to begin a career in the financial planning industry, or for someone with a small amount of financial services experience who is ready to take the next step in their career. The firm has a strong reputation for delivering high-quality financial advice and an equally impressive track record for developing their staff. They provide first-class training and support, and have successfully progressed individuals from this role into both Paraplanning and Financial Adviser positions.You will work alongside a friendly and experienced team, supporting Financial Advisers with administrative tasks, preparing client documentation and assisting with research and reports as your knowledge develops.The company will also provide full study support towards the Diploma in Financial Planning, helping you gain the qualifications needed to progress your career within the profession.The Role:<ul><li>Provide administrative support to Financial Advisers and Paraplanners</li><li>Prepare and maintain client records and documentation</li><li>Assist with research and report preparation as your knowledge develops</li><li>Liaise with clients and providers in a professional and efficient manner</li><li>Support colleagues with day-to-day operations within a busy financial planning team</li></ul>What's on Offer:<ul><li>Salary up to £26,000 (with some flexibility depending on experience)</li><li>Bonus and company benefits</li><li>Full support for professional qualifications (Diploma in Financial Planning)</li><li>Genuine career progression into Paraplanning or Financial Advice</li><li>A supportive, close-knit working environment within a reputable boutique firm</li></ul>If you're enthusiastic about developing a long-term career within financial planning and want to join a firm that truly invests in its people, we'd love to hear from you.

IFA Administrator / Trainee Paraplanner

NJR Recruitment

IFA Administrator/ Trainee Paraplanner Coventry £25,000-£35,000 Hybrid working Our client is offering an excellent opportunity for an experienced Financial Planning Administrator to join their thriving business. Based in the Coventry area, our client specialise in providing holistic advice to their forever growing Client base. Commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages teamwork and thought sharing. The successful Candidate will be responsible for providing administrative support to a team of 3 Financial Planners ensuring the Client journey is seamless. Responsibilities <ul> <li>Provide high quality support to 3 Financial Planners</li><li>Process new business</li><li>Assist Consultants in the production and issuing of client advice, including liaison with product providers and undertaking product research for the Consultant</li><li>Prepare and issue client reviews including obtaining product specific information e.g. switch fees and funds available and charges</li><li>Work with FE analytics</li><li>Co-ordinate the issuing of client advice, client correspondence and enclosures</li><li>Process new business process through to conclusion</li><li>Work with Platform sites</li></ul> Requirements <ul> <li>Previous Financial Services industry experience</li><li>A proven track record in providing high quality administration support</li><li>Working towards CII level 4 qualification would be desirable</li><li>Excellent communication skills both verbal and written</li><li>Ability to effectively manage your own time and achieve strict timescales</li><li>Excellent attention to detail</li><li>High levels of computer literacy</li><li>Strong team player</li></ul> Our client is looking for a self-motivated, driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism. For more information please contact one of specialist consultants quoting NJR15775

IFA Administrator/ Trainee Paraplanner

Davies Talent Solutions

Launch Your Financial Services Career with a Thriving Firm!My client is a well-established yet expanding firm within the financial services industry. We pride ourselves on our dynamic and supportive work environment, offering exceptional opportunities for ambitious individuals to learn, grow, and build a successful career.The Opportunity:Are you a recent graduate looking for your first step into the exciting world of financial services?We are seeking enthusiastic and driven individuals to join our growing team. This role offers a unique entry point into the financial services sector, providing a platform to develop valuable skills and gain exposure to various aspects of our business.What We're Looking For:<ul> <li>Educated up to degree level</li><li>Excellent communication and interpersonal skills.</li><li>A proactive and eager attitude with a strong desire to learn.</li><li>The ability to work effectively both independently and as part of a team.</li><li>A strong work ethic and a commitment to delivering high-quality results.</li></ul> What We Offer:<ul> <li>A fantastic opportunity to launch your career in the financial services industry.</li><li>Comprehensive training and ongoing support to help you succeed.</li><li>Excellent opportunities for career growth and professional development within a fast-growing company.</li><li>A supportive and collaborative work environment.</li></ul>

Customer Acquisition Agent

Isca Recruitment Ltd

Isca Recruitment is delighted to be recruiting for a proactive Accounts Assistant to join a dynamic business in a new position as the Trainee Management Accountant at their Exeter office.Working as a key part of a friendly team, this is an opportunity for an individual with accounting experience to further develop their career with a growing professional business. Reporting to the Management Accountant, the Trainee Management Accountant will be responsible for supporting the preparation of management accounts for the group's businesses, supporting the maintenance of the accounting ledgers and provision of other management information.Trainee Management Accountant Duties:<ul><li>Assisting with the maintenance of the purchase ledger. </li><li>Preparing journals, accruals and prepayments.</li><li>Assisting in the preparation of monthly management accounts for multiple subsidiary businesses including variance analysis and commentary.</li><li>Assisting with the production of accurate and timely financial and management reports.</li><li>Income and statement reconciliations.</li><li>Identifying and investigating discrepancies.</li><li>Collaborating with colleagues across the business to respond to queries and gather financial data.</li><li>Project work including systems and process improvements.</li></ul>Salary: £28,000 - £30,000paBenefits: Study support for AAT / CIMA, company pension scheme, 25 days holiday + Bank holidays, bonus of up to 7.5%, life assurance, free parking and a long term and rewarding career in an expanding business!Hours: Mon - Fri, 37.5 hoursLocation: Office / home based - hybrid working with 3 days per week in the officeTrainee Management Accountant - The Person:<ul><li>Self-starter with a desire to work in a fast-paced business, and ambition to grow with the business. Proactive approach to work and enthusiastic to take on new challenges.</li><li>Recent experience of purchase ledger, journals, reconciliations, prepayments and accruals.</li><li>Strong reconciliation and analysis skills.</li><li>Competent IT skills, including use of Excel (look ups and pivot tables) and accounting software.</li><li>Willingness and commitment to study towards AAT / CIMA.</li><li>Confident interpersonal and communication skills with a good team spirit.</li><li>High levels of accuracy and attention to detail.</li></ul>This role is commutable from Exeter, Tiverton, Cullompton, Exmouth, Newton Abbot and surrounding areas. _This is an urgent requirement; CVs will be reviewed upon receipt with interviews to take place ASAP. Isca Recruitment Ltd provides services as an agency and an employment business. Isca Recruitment is an Exeter based boutique recruitment consultancy making the perfect match between client and candidate. Specialists in office support, accountancy and finance across the South West.

Trainee Management Accountant

Shiv Software

<div>
 
 
 Position: Associate Advisor
 
 
 
 
 Location: New City, NY
 
 
 
 
 
 
 Seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
 
 
 
 
 
 As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
 
 
 
 
 
 
 Responsibilities
 
 
 
 
 Client Service &amp; Meeting Support
 
 
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 Assist the lead advisor with ongoing client relationship management.
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 Prepare meeting agendas, financial reports, and follow-up summaries.
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 Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.).
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 Maintain accurate and compliant client records in CRM and financial planning software.
 </li>
 </ul>
 
 
 Financial Planning &amp; Investment Support
 
 
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 Help gather and analyze client data to build financial plans.
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 Draft initial plan scenarios, cash-flow projections, and retirement analyses.
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 Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted).
 </li>
 </ul>
 
 
 Operational &amp; Administrative Support
 
 
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 Coordinate account openings, transfers, and custodian paperwork.
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 Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks.
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 Maintain excellent communication with clients through email and phone
 
 .
 
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 </ul>
 
 
 
 
 
 Qualifications
 
 
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 Previous experience in financial services or wealth management strongly preferred.
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 High attention to detail and strong organizational skills.
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 Excellent communication skills (written and verbal).
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 Ability to work in a fast-paced, client-focused environment.
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 Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus.
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 Interest in pursuing CFP&reg;, Series 65, or other industry licenses is a bonus.
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 </ul>
 
 
</div>

Associate Advisor

Concentrix

<div>
 
 🚀
 
 We&rsquo;re Hiring &ndash; Banking Customer Service Advisor (Banking Account)
 
 🚀
 
 
 We&rsquo;re looking for motivated phone banking Advisors to work for the biggest bank in the world.
 
 
 
 
 Job Title: Phone Banking Advisor.
 
 
 
 
 Job Benefits:
 
 
 22,000 EGP Gross monthly salary
 
 
 Chance to get promoted after 6 months.
 
 
 Transportation is provided all over Cairo.
 
 
 Inbound and outbound calls
 
 
 Free Courses.
 
 
 Location, 6th of October City.
 
 
 
 
 Job Responsibilities:
 
 
 
 
 A banking advisor is the primary point of contact for clients seeking advice on their banking needs
 
 
 Banking advisors also conduct risk assessments, review credit histories, and analyze clients' financial circumstances.
 
 
 A banking advisor's responsibility extends to creating personalized financial solutions for their clients.
 
 
 A banking advisor finds employment in a variety of work environments. Below is a list of possible workplaces for a banking advisor.
 
 
 
 
 Job Requirements:
 
 
 
 
 Excellent in English
 
 
 Having experience of 6 months in Customer Support
 
 
 Graduates from any major
 
 
 Flexibility with night and overnight shifts
 
 
 
</div>

Customer Advisor

Flomic Global Logistics Ltd

Position Title: Trainee &ndash; AccountsDepartment: Finance &amp; AccountsIndustry: Freight Forwarding / LogisticsLocation: Head Office, Vile ParleReports To: Accounts Executive / Accounts ManagerJob SummaryThe Trainee &ndash; Accounts will support the accounts team in daily financial and billing activities related to freight forwarding operations. The role includes handling documentation, data entry, invoice preparation, vendor coordination, and learning accounting processes specific to the logistics domain.Key Responsibilities1. Billing &amp; Invoicing&middot; Assist in preparing customer invoices for freight, transportation, and CHA services.&middot; Verify supporting documents such as BL, AWB, delivery orders, debit/credit notes.&middot; Coordinate with operations team for billing inputs and job closure.2. Accounts Receivable&middot; Follow up on outstanding payments with customers (under supervision).&middot; Update receipts in the accounting system.&middot; Maintain customer outstanding report.3. Accounts Payable&middot; Assist in processing vendor bills (transporters, customs brokers, warehousing).&middot; Match vendor invoices with job files and rate approvals.&middot; Track pending payments and maintain vendor ledger.4. Job Costing &amp; MIS&middot; Support in job costing and profitability analysis.&middot; Update daily MIS, reports, and job status sheets.5. Documentation &amp; Data Entry&middot; Maintain accounting records, vouchers, and supporting documents.&middot; Update entries in accounting software (Logisys).6. Compliance &amp; Coordination&middot; Assist in GST input/output reconciliation.&middot; Coordinate with operations, sales, and finance teams for accuracy of job closures.Job Types: Full-time, FresherPay: ₹18,000.00 - ₹20,000.00 per monthBenefits:<ul><li>Cell phone reimbursement</li><li>Provident Fund</li></ul>Work Location: In person

Trainee Accountant

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