As a Client Services Administrator you will help arrange client meetings, onboard new clients and process LOA's and other regulatory documentation.
A Financial Advisers in Wolverhampton are seeking an additional Client Services Administrator to complement their existing team.
You'll be joining a business who have been providing quality financial advice for over 20 years and encourages professional development, provides training and opportunities to progress within the business.
Posted by Macildowie Recruitment and Retention • £25K/yr to £27K/yr
If you are passionate about delivering top-notch pre-sales support and technical expertise, fostering client relationships, and contributing to a positive company culture, then this role is tailor-made for you.
£25,000 - £27,000 Monday Friday 08:30 17:00 Early finish on Fridays
Are you ready to embrace the exciting transformation of a company in the commercial and domestic market, including cutting-edge renewables product lines, while ensuring unwavering brand consistency?
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
We are currently seeking a dynamic and enthusiastic Administrator to join our client's team within the Utilities industry.
If you are an organised individual with a flair for multitasking and a passion for providing excellent administrative support, this could be the perfect opportunity for you!
Applicants must have previous experience of using Sage system.