Posted by Connections The Recruitment Specialists • £25K/yr to £27K/yr
We are currently seeking a proactive Secretary/Administrator to join our client's firm.
This role involves a variety of administrative tasks, the coordination of office procedures, and the management of specific projects.
The ideal candidate will possess strong written and verbal communication skills, be IT proficient, and demonstrate the ability to multitask effectively in a dynamic environment.
Working in Central Altrincham the successful Candidate will provide direct support to a team of experienced Financial Planning Administrators, who are working directly for busy Financial Consultants.
NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to recruit an additional Administrator to join their large team in Altrincham.
Daily duties will be varied and will consist of
" Processing of new applications for Pensions, Life Assurance and Investments.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
General
Industry: Financial Services
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
Salary to £23,000 plus benefits and bonus
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
Posted by Imperium Financial Recruitment • £20K/yr to £25K/yr
Responsibilities and Duties
Interact and provide updates to customers, lenders and advisers as required.
Provide proactive customer service for inbound and outbound communication by telephone and email.
General
As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers.
Posted by Imperium Financial Recruitment • £23K/yr to £26K/yr
Responsibilities and Duties
Interact and provide updates to customers, lenders and advisers as required.
Provide proactive customer service for inbound and outbound communication by telephone and email.
General
As a Case Manager, you will be responsible for working closely with the advisers in the gathering of information in support of all new applications and taking frontline enquiries from customers.