Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
BDM Recruitment are on the look out for a Mortgage Support Administrator, you will provide essential office-based support to our clients Mortgage and Protection Adviser team.
Your role will involve developing, implementing, maintaining, and improving administrative services, either independently or as part of a team.
Due to their continued success, they need additional administrative support in their Financial Services Department to maintain efficient, high-quality, and compliant services for their clients.
A global organisation has arisen within a city centre firm for an experienced Senior Administrator/ Team Leader to join on a full time basis.
We are looking for someone with a solid skillset and experience managing a diverse team and processes within a professional services environment.
This will be a fast paced role in which you must be able to demonstrate knowledge of administrative processes, as well as delegate and support the development of each member of the team.