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.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
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.
An established company dealing with installations for commercial and residential clients are currently looking for an Administrator to provide administrative support to the wider team.
This role involves dealing with incoming calls in regard to works, organising and scheduling appointments and monitoring progress and status updates.
Administrator responsibilities
Providing general administrative support, including handling phone calls, emails, and correspondence.