This is an excellent opportunity for a self motiovated, confident proactive candidate to join this progressive Company based in stunning offices in Leatherhead
Overview
Our client is looking for someone to join their team as a Client Services Assistant to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Our client is looking for someone to join their team as a Client Services Associate to provide helpdesk and administration support to a portfolio of external clients and reaching payroll and provider monthly deadlines.
Based in Leatherhead
This role also assists in the efficient running of the internal office and administration.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
Our wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company.
They are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
General
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success.
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
General
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
Our client, a highly respected and well-established organisation, is offering a unique opportunity for a proactive and ambitious candidate to carve out their own role within the company.
This is an exciting chance to join a busy team of advisors where you will be given the responsibility to make a meaningful impact, develop new skills, and contribute to the success of the business.
No prior experience is necessary, but the successful candidate must be bright, highly organised, and numerically adept!