Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Broker Support Administrator to join their team.
As a Financial Administrator, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Description: Our client, a thriving logistics company located near Longbridge, is currently seeking an experienced Customer Service Administrator to join the business on a temporary-to-permanent basis.
This role is offered on a temporary-to-permanent basis due to an increased workload.
The successful candidate will become part of a small, friendly team, handling customer service operations for the business.
Description: Our client, a thriving logistics company located near Longbridge, is currently seeking an experienced Customer Service Administrator to join the business on a permanent basis.
This role is offered on a permanent basis due to an increased workload.
The successful candidate will become part of a small, friendly team, handling customer service operations for the business.
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
General
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Citrus Recruit are excited to be recruiting for an existing client for a Sales Support Administrator role.
You will be working in a small friendly office and supporting the sales team with all administration duties whilst having responsibility for customer accounts and supporting the Operations Director with different functions across the business.
There are elements of this role that will be client facing, so you must be able to drive.
Citrus Recruit are excited to be recruiting for an existing client for a Sales Support Administrator role.
You will be working in a small friendly office and supporting the sales team with all administration duties whilst having responsibility for customer accounts and supporting the Operations Director with different functions across the business.
There are elements of this role that will be client facing, so you must be able to drive.