Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Software, Risk and Compliance Group, are at the forefront of revolutionising health and safety compliance solutions.
Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
AJ Chambers are working with a top international law firm based in central London who are looking for an experienced Legal PA within their commercial team.
To achieve this, the person will need to take an active interest in and obtain a thorough understanding of all aspects of client requirements.
The focus will be to identify the best approach and methodology to provide exceptional service levels to Partners, Fee Earners and their clients.