Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept 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.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept 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.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Posted by Service Care Solutions - Legal • £27K/yr to £35K/yr
They are seeking an experienced IFA Administrator to join their team on a permanent basis.
In this role, you will be responsible for the administration and maintenance of client files, company records, and back-office systems, while ensuring compliance and accuracy through regular audits.
Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent.
Are you a detail-oriented and organised finance professional looking for a dynamic role?
Our client, an employee-owned business with a supportive and collaborative culture, is seeking a Purchasing & Finance Administrator to join their growing team.
This is a fantastic opportunity for someone who thrives in a hybrid working environment and is passionate about finance, procurement, and delivering excellent service.
As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business.
You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.
Key responsibilities
Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
Posted by Goldhawk Associates • £24K/yr to £26K/yr
General
Our growing client is looking for a Finance Administrator to join their existing finance team.
This role is working within the Finance Team will support the Finance department by managing daily financial tasks, maintaining accurate records, and providing administrative support.