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.
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.
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.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
General
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success.
As a growing company, there are plenty of opportunities for development and quick progression.
This thriving company invest in their teams of high-quality specialists who work with the best-in-breed technology to create value for their clients which exceeds expectation.
Their culture is very important and is based on their company values whilst developing a high performing business culture.