Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our East Malling offices.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community.Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team.
This very well-established client of ourshas an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
If so, Ben at ME Recruits is working alongside a prestigious, award-winning financial company as they actively search for a dynamic and dedicated Client Relationship Administrator to join their proactive team.
Are you passionate about exceptional customer service and building strong client relationships?
If you're eager to contribute to a company that values expertise, innovation, and excellence, this opportunity is for you INTERVIEWING NOW!
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
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.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
The ideal Accounts Administrator would need to be able to conduct the below duties:
Reed Accountancy & Finance are currently supporting our client located in Charing who are currently looking for a temporary Accounts Administrator to support them for 2 months to cover an additonal workload.
Accounts Administrator duties
Matching, batching and code sales ledger invoices.