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.
As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
Our client is seeking a Temporary dedicated Administrator.
As an integral part of the office operations, you will provide essential administrative support to ensure the smooth functioning of office and client interactions.
Key Responsibilities
Client Communication: Handling incoming calls and emails, scheduling appointments, and providing exceptional customer service to clients.
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.