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.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
As an Administrator, you will play a crucial role in ensuring the smooth operation in the office.
Your responsibilities will include accounts tasks such as payroll and invoicing, and providing administrative support to Client Managers and Consultants.
We are seeking a highly organised and detail-oriented Administrator to join a wealth management firm, within their pensions department.
We are seeking career driven individualsto join our Stockport based client working within their Client Services Team to embark on an exciting and rewarding career.
Are you a motivated and organised individual with experience within the administrative sector looking to further you career with a company that can offer ongoing training and development with a distinct path to progression and promotion?
We are currently seeking an Administrator our our client who are a Stop Smoking Service based in Accrington for an initial 1 month contract but likely to be extended.
The position is to start immediately on a Full Time contract Monday to Friday from 9 to 5.
Based central in York, the Client Support Administrator role plays a key part in the administration function of enquires into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
We are working with a mid-sized law firm based in Leeds who are looking for a Team Administrator to join their Securitisation department on a permanent basis.
You will be providing comprehensive administrative support to the Securitisation team.
Your duties will include but are not limited to
Post-completion registrations and the Land Registry,.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.