Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
There are regular, and no doubt worthy, senior Finance roles, and then there are opportunities like ours where a) our core is about using business as a force for good, prioritising sustainability and social responsibility, and b) your personal development within the post will broaden your skills beyond Finance alone and across wider operational management.
If the latter option, ours, appeals more to you, then surely that is a compelling reason to read on?
Who are we
We are an environmentally minded supplier of luxury, sustainable, disposable textiles to the professional hair and beauty markets and a certified B Corp company.
Nce Barker Munro recruitment have a new role as an Insurance adviser working for a long established broker with an exceptional reputation for customer service.
This role offers a great opportunity to further your insurance career and will support you in your CII studies.
We are looking for an ambitious individual who is capable of providing outstanding customer service to new and existing clients.