Financial Planning Administrator - Knutsford, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
The role
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 work closely with the aligned Financial Planners to deliver excellent client outcomes.
Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire.
This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you.
You will receive 25 days holiday plus bank holidays, pension, study support and annual bonuses.
This role involves investigating claims made by consumers who believe they have been subjected to unfair ongoing management by their financial adviser.
In this role, you will play a critical role in assessing and managing claims related to poor financial management within the financial advice sector.
Job Overview: We are seeking a highly organised and detail-oriented individual to join our team as a Claims Handler for a market leading Claims Management Company.
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
We are seeking a highly organised and detail-oriented individual to join our team as a Senior Administrator for a market leading Claims Management Company.
General
In this role, you will play a critical role in assessing and managing claims related to unaffordable lending practices within the financial sector.
This role involves investigating claims made by consumers who believe they have been subjected to unfair lending practices, particularly those related to loans or credit agreements that they were unable to afford.