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 Administration Manager 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.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
The Client Support Advisor will be responsible for providing excellent and efficient customer service to clients requiring installation services for their products.
Due to growth, they are currently seeking a Client Support Advisor to join them permanently.
KHR is working with a market-leading company based in the Gravesend area.
Take the lead to deal with critical issues and problems as they arise for client projects and retained solutions that include: Absence management, Disciplinary & Grievances, Settlements & Exits, Dispute resolution, Mediation, Mergers & Acquisitions, Crisis Management, Employment Law, HR advice, Health & Safety, Strategy & Planning, Management, and Employee relations.
HR Business Partners fulfill a client-facing role, involving playing an integral part in the employee relations area of an organisation, working at a strategic and an operational level, and driving business initiatives.
Strategy & Planning
Develop people strategies/plans that help drive business performance.
Inspire People help customers accelerate their digital transformation with Advisory, Talent and Project services.
The role of Customer Excellence Manager is a blended role developed to improve our marketing engagement with existing, lapsed, and new customers; improve internal processes in the delivery of services to existing clients and provide functional support to our internal teams.
Customers include the Bank of England, Department for Business & Trade, DVLA and HM Land Registry.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
More importantly, they have to share our vision to raise the standards in letting agency by providing a first class service, excellent property management and outstanding service for clients.
We are looking for like-minded individuals (and couples) who want to start their own lettings business.
We aim to ensure our clients are compliant, by being ready to respond to issues as they arise, and hopefully helping them to improve their knowledge and confidence at dealing with challenges along the way.
We support our clients with employment law, HR and health & safety issues and workplace compliance.
Primed is suitable for small and medium sized businesses.