Based central in York, the Client Support Administrator role plays a key part in the administration function of enquires into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
Based central in York, the Client Support Administrator role plays a key part in the administration function for enquiries into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
We are seeking career driven individualsto join our Stockport based client working within their Client Services Team to embark on an exciting and rewarding career.
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion?
Our Client a Software Payroll and HR Firm based just outside Manchester seek a Account Executive, you'll be responsible for managing a portfolio of clients.
Accountable for direct client communication and sales revenue, as a Account Executive you'll be able to articulate the products and services effectively by positioning to C-Level Executives and following a structured sales process.
Developing strong relationships with customers, you'll have a comprehensive understanding of how their businesses operate, whilst simultaneously identifying their requirements in order to present back a commercially viable solution from within the product portfolio.