As a Financial Administrator, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Broker Support Administrator to join their team.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Administrator - Document Management System Implementation
Our client, a leading organisation in Birmingham, is seeking an Administrator to support the implementation and management of their Document Management System.
Are you an experienced Administrator looking for an exciting opportunity to contribute to a dynamic team?
Our client, a well established and rapidly expanding employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team.
Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc.
You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries.
Citrus Recruit are excited to be recruiting for an existing client for an Administrator role.
There are elements of this role that will be client facing, so you must be able to drive.
You will be working in a small friendly office and supporting the sales team with all administration duties whilst having responsibility for customer accounts and supporting the Operations Director with different functions across the business.