We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
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.
A skilled Client Services Administrator with previous experience is needed to join our team at Zentso, a leading technology consultancy for Not-For-Profits globally, on a remote (work from home) and full-time basis.
We support organisations in fully utilising what they have.
We work with charities, associations and educational bodies, transforming them into high-performing organisations through the cost-effective use of progressive technology.
Our wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
They 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.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
You will provide a high quality, administrative service to 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.
They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.