My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Do you enjoy a role with variety - that will see you communicating between clients and suppliers, supporting the Sales Managers, and owning administrative processes through to completion?
Are you based near to Maidstone - and looking to work for an established (and welcoming!)
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our East Malling offices.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
As Business Administrator, you will work with colleagues and clients to provide the business performance insights through use of data analysis, visualisations and reporting.
Hours per week: Monday to Friday - 08:30 - 17:00
We are a leading facilities management company providing a range of both standalone and integrated services including cleaning, catering, security, technical services, energy management and compliance, front of house, landscaping, logistics, waste management and pest control services.
As Business Administrator, you will work with colleagues and clients to provide the business performance insights through use of data analysis, visualisations and reporting.
We are a leading facilities management company providing a range of both standalone and integrated services including cleaning, catering, security, technical services, energy management and compliance, front of house, landscaping, logistics, waste management and pest control services.
Hours per week: Monday to Friday - 08:30 - 17:00 - 37.5 hours per week
If so, Ben at ME Recruits is working alongside a prestigious, award-winning financial company as they actively search for a dynamic and dedicated Client Relationship Administrator to join their proactive team.
Are you passionate about exceptional customer service and building strong client relationships?
If you're eager to contribute to a company that values expertise, innovation, and excellence, this opportunity is for you INTERVIEWING NOW!
With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community.Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team.
This very well-established client of ourshas an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.