A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
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.
Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners.
These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.
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.
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.
Pension Administrator - Tonbridge; About the Client
As an independent business with no chargeable hours targets, my client allows their employees the time to deliver their best work and excel.
Well established celebrating their 20th anniversary with events across their five offices, they are currently experiencing strong growth, having increased revenue by 20% last year, and now employ around 450 people in the UK.
My client is looking for an experienced Financial Administrator to join their team in a role that provides flexibility and a supportive environment.
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service?
If you're passionate about helping clients and want to work in a company that encourages personal growth and career progression, this could be your ideal opportunity.
This is the perfect opportunity for an IFA Administrator with 6 -12 months relevant wealth management experience to join a growing business where you will be offered training and support to further develop your career through to Paraplanning.
Plus Study Support, DIS, PMI, excellent holiday allowance plus extra Christmas Close
The business is now into a new decade and focusses on providing advice to HNW Clients with investable assets in excess of £1m.