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.
Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s).
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 in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
Do you enjoy a role with variety - that will see you communicating between clients and suppliers, supporting the Sales Managers, and owning administrative processes through to completion?
Are you based near to Maidstone - and looking to work for an established (and welcoming!)
We are seeking an experienced administrator with a variety of strong administration skills to join our Practice Coordinators Team.
Your role will be essential in ensuring an efficient and quality-focussed work approach is applied to supporting our Specialist Services with a wide range of administrative centred tasks.
Tasks will include coordinating meetings, minute taking, preparing documentation, reviewing and updating database and document management systems, tracking referrals, internal and external communication, navigating multiple complex systems, preparing correspondence and Inboxes Management.
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.