As the Administrator, you will be responsible for the accurate maintenance of Shareholder Registers for open-ended funds administered.
The OPRA Group has a great opportunity for an Administrator to join a fantastic team in the Fund and Corporate Services Division.
You will be involved in unit dealing, responding to all client queries and requests and ensuring quality control, adherence to policies, procedures and SLAs and outperformance of operational deadlines and client service delivery.
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?
Posted by Financial Divisions • £28K/yr to £34K/yr
They are now looking to add to their support team and are seeking applications from administrators with a minimum of one years IFA/Private client administration experience to ensure their financial advisers are supported to provide first class financial advice and service to their extensive client base.
This is a progressive opportunity for a talented individual to develop their career in private client wealth management and be supported to achieve their career goals.
Our client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net worth individuals, charities and trusts.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Posted by Financial Divisions • £28K/yr to £30K/yr
Client Services Administrator - £28k - £30k depending on experience plus benefits
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme
Meraki Talent are supporting a UK based Investment Management firm who are looking to appoint an experienced Investment Administrator for a permanent role in London.
Key duties will include
Uploading and scanning documents to in house systems.