Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
General
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success.
We have currently partnered with a very exciting property business who have achieved their best year yet due to landing major contracts so it's a really exciting time to join the team.
They have a hugely supportive working culture with amazing staff retention in addition to flexible working with hours.
From seeing their offices and meeting the team, it really a amazing company who have very exciting plans for the future.
Posted by Financial Divisions • £28K/yr to £30K/yr
Client Services Administrator - £28k - £30k depending on experience plus benefits
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
We have currently partnered with a very exciting property business who have achieved their best year yet due to landing major contracts so it's a really exciting time to join the team.
They have a hugely supportive working culture with amazing staff retention in addition to flexible working with hours.
From seeing their offices and meeting the team, it really a amazing company who have very exciting plans for the future.
An award winning multi location professional services company based in Weybridge are looking for an administrator that has experience in finance whobwould like to work in a company that will nurture your talents and help you strive towards your career goals.
You will have the opportunity to follow a quick and progressive career path and as well as working in a vibrant environment you will receive outstanding benefits such as: 25 days holiday Bank rising to 30 days with each year of service, generous pension, income protection, season ticket loan and many more.
Responsibilities
Work with the client to provide information for meetings.