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.
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.
Posted by Hatty Blue Recruitment Ltd • £28K/yr to £32K/yr
We are seeking an organised and customer-focused Helpdesk Administrator that is available immediately.
In this role, you will play a vital part in ensuring smooth daily operations by managing helpdesk enquiries, liaising with clients, and coordinating various administrative tasks.
You will be the go-to person for ensuring exceptional customer service, timely response to requests, and maintaining the overall efficiency of systems.
Agenda Partnership are working with a Hertford based client who are seeking an experienced and dedicated Customer Support Administrator to join their team on a full time, permanent basis.
The Customer Support Administrator will be responsible for providing outstanding customer service to new and existing customers.
Day to day responsibilities include
Being the first point of contract for all customer enquires via phone and email.
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.
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.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.