To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
Posted by Artemis Recruitment Consultants Ltd • £35K/yr to £42K/yr
General
Our client in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
Posted by Financial Divisions • £35K/yr to £40K/yr
General
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
To £40k, all-encompassing role in a vibrant business.
Opportunity Highlights
This role will suit someone who "loves the work they do" and wants to provide a support system to a top charismatic Adviser.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
General
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
The company is based in the City near Liverpool Street station.
Key Contributions
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
You will provide user access reports to the Internal Controls team for access recertification, and to the business as part of external and internal audit exercises.
Joining us on a 12-month interim basis, you will undertake user access management tasks across the application portfolio accurately and within agreed SLAs.
General
Aptia operates a hybrid working pattern, which means that you will work from home and any Aptia UK office.
Posted by Financial Divisions • £35K/yr to £40K/yr
General
ADVISER SUPPORT ADMINISTRATOR ( SJP)- exceptional opportunity to provide dedicated support
My Client is an exceptionally progressive and personable Financial Adviser with a very strong Portfolio of Clients actively looking to offer this incredibly varied and interesting support role to an experienced Financial Administrator looking for a challenging and exciting role which will evolve as you settle in.
Opportunity Highlights
This role will suit someone who "loves the work they do" and wants to provide a support system to a top charismatic Adviser.
The role will be suitable for someone who has a background as an administrator within the financial services industry, either working for an IFA or Insurance Company or platform.