Posted by Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
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.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by Hatty Blue Recruitment Ltd • £28K/yr to £32K/yr
We are seeking an organised and customer-focused Helpdesk Administrator that is available immediately.
In this role, you will play a vital part in ensuring smooth daily operations by managing helpdesk enquiries, liaising with clients, and coordinating various administrative tasks.
You will be the go-to person for ensuring exceptional customer service, timely response to requests, and maintaining the overall efficiency of systems.
Agenda Partnership are working with a Hertford based client who are seeking an experienced and dedicated Customer Support Administrator to join their team on a full time, permanent basis.
The Customer Support Administrator will be responsible for providing outstanding customer service to new and existing customers.
Day to day responsibilities include
Being the first point of contract for all customer enquires via phone and email.
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.