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.
Optimise are working with a dynamic and reputable client service organisaiton, based in Dronfield, that are looking to onboard either part-time or full-time permanent Client Administrators.
As a Client Administrator, you will collaborate closely with other team members to deliver exceptional customer service, contributing to the achievement of both client-driven and internal targets.
Our client takes pride in building long-standing relationships with their clients, and now we're seeking a confident and experienced individuals to support their continued growth.
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.