Our client is a well established financial services organisation, who are looking to recruit for an Administrator to join their dynamic team to provide crucial administrative support to their company!
Company And Role Overview -
Work hand in hand with their Administration Manager and Assistant Administration Manager to guarantee the delivery of exceptional service to their valued clients and the business.
Based central in York, the Client Support Administrator role plays a key part in the administration function for enquiries into this successful business.
You would need to be able to work in a fast pace environment and provide a high standard of accuracy.
An interest in HR and psychology would be beneficial but not essential.
An Independent Financial Advisers in Bury are looking for a Client Services Administrator to help organise and support their Advisers.
Responsibilities will include: Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up File for new clients, obtain valuations of existing client policies, obtaining quotes, as requested.
I'm currently recruiting for a Client Services Administrator to join a well-established client in BS1 on a full-time, hybrid, temporary basis (with the possibility for extension).
The hours are 9am-5pm, with flexibility.
The role is to start in the next couple of weeks, with an hourly rate of £13.22.
This is an interesting and challenging role that would suit a professional and adaptable Administrator who enjoys using their initiative and who has a 'can do' working style.
Our client prides themselves on their exceptional level of client service and expertise and this is a fantastic opportunity to build your career.
Our client is a successful Independent Financial Advice Practice who are a personable collective of likeminded professionals who really care about the clients they service.
They are currently looking for an Administrator who feels confident and has previous experience, working with numbers.
You will be required to carry out a variety of duties as part of the role in assisting my clients existing Financial Advisers and their current support team.
My client is a very reputable and well established financial planning and wealth management practice based just seven miles south of Norwich.
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers.
Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards.
Key Responsibilities
Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes.