Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initial client engagement and diary management for the advisory team.
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Administration of data management systems to maintain accurate and compliant data records.
General
We are looking to recruit an experienced Data and Compliance Administrator to maintain a robust internal data management system, ensure contractual compliance and administer all training related systems.
We are seeking a highly organised and detail-oriented Site Project Administrator to join our team.
You will also support Project Managers and Health and Safety Managers with general administrative tasks to maintain smooth operations on-site.
In this role, you will provide essential operational support to on-site project managers, engineers, and project teams, ensuring the successful and timely completion of projects.
Processing of Weekly Payroll & all associated Payroll administration tasks.
General
The Accounts Assistant/Payroll Administrator will ensure effective, efficient and accurate processing of financial transactions by assisting the Finance Team in line with the Finance Manual and Operating Framework.
In this role, you will need to deliver an efficient service to the Business Unit in relation to Weekly Payroll Processing and Human Resource Administration and provide cover for the Executive Secretary for Monthly Payroll administration.