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...
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.
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).
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
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 Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.
The Client Services Executive role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.
Our client within professional services are seeking a confident individual to assist the team in dealing with new business enquiries from prospective and existing clients.
Are you experienced within customer services and sales?
Due to an increase in business activity, they are now looking to further expand their teams are seeking a number of trainee and experienced Client Service Associates/Customer Service Associates within their Surrey based offices.
The roles offer an element of remote working where you will be required to be in the office a minimum of 3 days every couple of weeks, with the rest of your time working from home.
We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.