As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
Client Administrator - Industry qualifications / training provided - £25,000 - Ideal 1st / 2nd Job - Mon-Fri Office based
Our client, a well established Financial Services organisation, are looking to recruit an Administrator to work in a small team of 6 supporting a global clientele.
IT literate, you must be comfortable with Word and Excel and general Microsoft products as well as possessing strong numeracy skills as much of the administration is processing number-based data, with some accounts processing duties.
Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team.
Required Qualifications
Certificate in Business Administration - Desirable.
Working towards Level 4 in Financial Planning - Desirable.
Our client is seeking a Practice Administrator to support their Team on a 12-month fixed term contract.
The role involves preparing the team of two for client meetings, assisting with client management and ensuring outstanding service delivery to both existing and prospective clients.