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).
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.
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!)
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our East Malling offices.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
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.