My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
We are currently recruiting for rare opening to join a small team, of this well-established niche employer, as a full-time, Service Administrator on a permanent basis.
You will be supporting the Service Team and off-site engineers with all aspects of running a busy office.
The business is family run and has an excellent reputation within the luxury leisure industry with clients ranging from independent businesses to high-net-worth homes.
Utilise warm estate agency leads to offer the best suited advice to clients and be supported by a full team of administrators to keep you focussed on writing business and earning money.
Office based in Purely
This role is for those who are looking to be busy writing business and be fully supported by a team of professionals.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice on a remote basis, in the South London area.
General
This independent and directly authorised firm is looking for a new individual to join their thriving company.
They always look to put clients' needs first and are looking for someone with a like-minded approach to join their fantastic team.