As a Client Support Administrator, you will be an essential member of the Client Support team, ensuring the seamless delivery of high-level administrative support for Planners and Paraplanners.
Are you ready to elevate your career in a dynamic and supportive environment?
This role offers the perfect blend of professional growth and personal satisfaction.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.
You will produce plan information on request and proactively, liaising with product providers appropriately.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
We're currently looking to recruit a skilled and highly organised Client Service Administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
This Client Services Administrator role suit someone with a background in Administration and / or Pensions and Employee Benefits.
Reed Business Support in Bath is working with a Bath based business in their search for a Client Services Administrator within Employee Benefits & Pensions.
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.
In the Role, you will
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.
A Client Services Administrator, is required for my Harlow based client, joining an existing team you will be responsible for liaising with clients, reviewing cases and providing reports.
Benefits of working at this company, salary up to £27k, 25 days holiday plus bank holidays, cycle to work scheme, gym membership, DIS x 3, pension scheme and more!
Words that will resonate with you are honest, resilient, flexible, patient and a team player.