Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Posted by Macildowie Recruitment and Retention • £25K/yr to £27K/yr
If you are passionate about delivering top-notch pre-sales support and technical expertise, fostering client relationships, and contributing to a positive company culture, then this role is tailor-made for you.
£25,000 - £27,000 Monday Friday 08:30 17:00 Early finish on Fridays
Are you ready to embrace the exciting transformation of a company in the commercial and domestic market, including cutting-edge renewables product lines, while ensuring unwavering brand consistency?
As a Client Services Administrator you will help arrange client meetings, onboard new clients and process LOA's and other regulatory documentation.
A Financial Advisers in Wolverhampton are seeking an additional Client Services Administrator to complement their existing team.
You'll be joining a business who have been providing quality financial advice for over 20 years and encourages professional development, provides training and opportunities to progress within the business.
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
We are currently seeking a dynamic and enthusiastic Administrator to join our client's team within the Utilities industry.
If you are an organised individual with a flair for multitasking and a passion for providing excellent administrative support, this could be the perfect opportunity for you!
Applicants must have previous experience of using Sage system.