Our client is a well established financial services organisation, who are looking to recruit for an Administrator to join their dynamic team to provide crucial administrative support to their company!
Company And Role Overview -
Work hand in hand with their Administration Manager and Assistant Administration Manager to guarantee the delivery of exceptional service to their valued clients and the business.
Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers.
Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards.
Key Responsibilities
Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes.
We are working with our client in Slough to recruit an experienced Client Services Administrator who will provide administrative support to Sales, Management and Course Tutors.
Are you good in customer service and administration
Principal Responsibilities of the Client Services Administrator
Reception duties, including managing phone calls and correspondence (e-mail, letters, packages etc.
We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families.
This role will be working as part of a team at a well-established SJP Practice, providing technical and general administration support to senior members of staff.
Responsibilities
Management of Work in Progress (WIP) of all cases in hand and pro-actively moving these cases along to completion.