The role could suit candidates with previous administrative experience from a pensions, wealth management, investments or IFA related role as we can provide training on specific our products and services.
We are now seeking an additional Pensions Administrator to join our team as the business grows.
We are a successful and well established Investments and Pensions company who have grown due to acquisitions.
Our client is looking for a Financial Administrator to join their team in Surrey.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.
Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
My client is a Chartered Independent Financial advice firm based in Weybridge.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
The Fundraising Manager is a crucial role, responsible for proactively leading the cultivation and stewardship of potential and existing Major Donors, Trusts, and statutory bodies, with a particular focus on driving significant income growth.
As an IFA Administrator, you will play a crucial role in supporting our Independent Financial Advisers (IFAs) in delivering exceptional service to our clients.
Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals.
As they continue to expand, they are seeking a dedicated and talented individual with previous experience within an IFA environment to join their administration team.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.