Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Castlefield Recruitment are currently working with a public sector organisation in the Lancashire area, who are looking to recruit an Administrator on a temporary basis.
This is a brilliant opportunity to someone with administrative experience that is looking for a full time, interim role and to develop their skillset.
Role
The role will suit an experienced candidate who is immediately available for work on a temporary basis.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Chorley office.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
Our client a successful professional services firm based in corporate offices with free car parking near Chorley who are looking for us to recruit on their behalf an Office Administrator/Receptionist - this role may suit a junior with some office experience looking to progress.