Our client is now seeking an Office Administrator , Your role will involve day-to-day co-ordination of customer accounts on an administration level as well as being responsible for all supply chain/procurement activities within a designated product group.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.