You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
We are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the firm.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
The Part Time Client Support & Finance Administrator will provide support to the team for individual / private client /corporate tax compliance services.
To provide full administrative support to the team
Liaising with tax authorities, overseas partner firms and clients on a daily basis.
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.
My client is seeking n experienced Sales Support Administrator to be a key part of our client direct Sales team, representing my client, to provide sales administration support to commercial manager.
Role Overview Sales Administrator
This is an exciting opportunity for an exceptional, experienced Sales Support Administrator to join an established operation in our offices in Egham with scope to drive and enhance the service at every opportunity.