Our client is a well established financial services organisation, who are looking to recruit for an Administrator to join their dynamic team to provide crucial administrative support to their company!
Company And Role Overview -
Work hand in hand with their Administration Manager and Assistant Administration Manager to guarantee the delivery of exceptional service to their valued clients and the business.
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.
We are working with a brilliant company who are looking to add a Client Service Administrator to their team in York.
The role covers a wide range of general administration including the following
Offering a range of Financial Services including planning, pensions and investment management, you'll be joining a very successful business and supporting a great team of professionals.
Working as the Administrator / Client Services Administration Assistant you will manage the reception desk and inception process of taking on new clients (Full training will be provided).
We have a fantastic new job opportunity for an Administrator / Client Services Administration Assistant who has great organisational, customer service, administrative, time-management and communication skills.
Administrator / Client Services Administration Assistant who has great organisational, customer service, administrative, time-management and communication skills, is required for a modern, forward thinking and growing law firm based in Reading, Berkshire.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.