This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
Posted by Santander Consumer Finance • £25K/yr to £27K/yr
This is a varied and interactive role.
This role is extremely rewarding as you can assist customers with a simple query or be required to handle a more complex situation to help find a suitable solution to support their financial difficulties, whilst protecting their information through our GDPR and data protection guidelines.
For our customers who are in financial difficulty, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
Boasting a stellar portfolio of blue-chip clients and renowned for their personalised customer service, they're on the lookout for x 2 Client Services Advisor to join their dynamic team in Redhill.
Would you like to join an industry-leading, IT software and business services provider who specialise in utilities and pharmaceuticals?