With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community.
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
Providing comprehensive administrative support to the wealth management team.
General
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
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.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Working alongside our expanding and talented underwriting team, you will review a volume of applications, assessing our customer profiles and making a decision to lend in line with our criteria and our funders risk appetite.