As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team.
In this role, you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.
Jobstore are looking for an experienced administrator to start immediatley to work on a 4 week assignment, working for a leading distribution business - transferring confidential business information from paper to electronic formats.
We are looking for applicants with a good admin background to take responsibility for this data migration exericeise.
The right person will have a can-do attitude and have experience using a range of software and IT systems as well as working with a range of data manipulation software.