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.
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.
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.
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?
Job Description for Financial Services Client Administrator
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
This is an exciting opportunity for a Client Services Administrator to provide Client support to the Managing Director / Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office.
Working as part of the team at an Appointed Representative of St. James's Place Plc.
The Practice strives to create a professional and innovative environment where the whole team collaborate and share their knowledge to deliver an unrivalled level of service to their clients
My client, is looking to recruit a client services administrator to work at their modern site in Wiltshire.
Reporting into the client services manager, the successful client services administrator will be working as part of a small client services team supporting the regional sales managers ensuring excellent service levels are met.
Key Responsibilities
- Input all customer orders accurately onto Filemaker and SAP and liaise with Shipping and Warehouse to ensure follow through in line with customer expectations.