I am recruiting a Technical Administrator (Data Analyst and Administrator) on behalf of Altor Wealth Management, a highly regarded and ambitious Chartered Financial Planning firm, based in Hook (RG27).
As the business is increasingly utilising emerging technologies to improve their client experience and to streamline and systemise support functions, the successful Technical Administrator will have an aptitude for technology and will be embracing of change, keen to incorporate process and system improvements within their role.
The Technical Administrator and will be responsible for providing the technical and general administrative support required in delivering an outstanding Financial Planning service.
This is a dynamic Business Development / Trade Sales Executive position, built to drive new business and re-engage with lapsed trade accounts.
Offering a high base salary of £32,000 and additional earnings though commission, this role is perfectly suited for someone with outbound sales experience and enjoys winning new business - building relationships is the key to success in this role.
This company have been market leaders in their field for almost two decades, and after their recent success they are excited to welcome in an experienced salesperson to contribute to the business' growth.
They are looking to hire for the long-term, so they have an excellent benefits package, treat their staff well, and can offer professional development and career progression opportunities.
The role will include processing new business, preparing review packs, performing fund switches and withdrawals, and acting as point of contact for their lovely clients.
Job Description
Recruit UK is working on an excellent opportunity for an experienced Financial Administrator to join a friendly, supportive IFA firm.
My client who are based in Hook are seeking a Data Administrator to join their team.
For this role you will need strong administration skills and previous experience using Excel.
The purpose of the role Supporting the Planning team, your key focus is the approval of Sales orders and the raising of associated Works Orders; ensuring the system is up to date.
My client who are based in Hook are seeking a Quality Executive to join their fast growing team.
This is a stand alone role and you will own the development and management of the Quality Management System (QMS).
You will work cross functionally with teams across the business ensuring best practice policies and procedures are adhered too, manage the internal audit process and provide support on the development of continuous improvement plans with managers and their teams.