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.
Our private client administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
An exciting opportunity has arisen to join the Salesforce team as a Salesforce Administrator.
Portfolio are proud to be exclusively representing our award-wining, multinational professional services client in their search for a Salesforce Admin
We are looking for a dynamic, enthusiastic individual who will understand the goals and objectives of our Sales division and will be the first line of support for our Salesforce application.
Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
A prestigious organisation is in search of a seasoned Senior Client Services Administrator to lead the orchestration of company programmes, ensuring top-notch communication and operational efficiency across various departments and key stakeholders.
Elevate your career in client services administration with a pivotal role that places you at the heart of company coordination and execution.
With a generous salary bracket of £28,000 to £30,000, dependent on experience, and the flexibility of working hours between 9am-5pm or 8am-4pm, Monday to Friday, this position offers a harmonious work-life balance.
Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion.
Have an understanding of 3rd party providers platforms and processing times.
Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion.
Our client is looking for an Administrator on a Part Time Temporary basis.
This position provides administrative support for the partnerships manager, completes results decks for completed and ongoing campaigns.
The role requires someone who is skilled in PowerPoint and Excel, can build positive relationships with people in addition to being highly organised with the ability to manage multiple areas of work and use initiative to resolve issues.
Our client, a dynamic, reputable, and established real estate consultancy, are looking for a Business Administrator Specialist to join their growing team.
This is an exciting opportunity for someone who has excellent document production skills and wants the opportunity to progress their skills further.
As an Office Administrator your responsibilities will include
Provide administrative support to allocated Directors/Senior Associates, this may include diary management, processing of expenses, travel bookings and other ad hoc tasks.