Our client is a well established financial services organisation, who are looking to recruit for an Administrator to join their dynamic team to provide crucial administrative support to their company!
Company And Role Overview -
Work hand in hand with their Administration Manager and Assistant Administration Manager to guarantee the delivery of exceptional service to their valued clients and the business.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
This is an interesting and challenging role that would suit a professional and adaptable Administrator who enjoys using their initiative and who has a 'can do' working style.
Our client prides themselves on their exceptional level of client service and expertise and this is a fantastic opportunity to build your career.
Our client is a successful Independent Financial Advice Practice who are a personable collective of likeminded professionals who really care about the clients they service.
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers.
Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards.
Key Responsibilities
Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes.
Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team.
Required Qualifications
Certificate in Business Administration - Desirable.
Working towards Level 4 in Financial Planning - Desirable.