We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Our agency is pleased to offer a fixed-term position for a Data Administrator in our Policy and Compliance team until 31/04/2025.
This role is integral to our front-line services.
Key responsibilities include
Providing an efficient and confidential support service, including word processing, mass data input and reconciliation, photocopying, filing, emailing, and managing jobs on relevant systems.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced, private wealth focused IFA Administrator as they expand their Adviser Support team:
Hybrid/Home Working: 100% office-based with ad-hoc flex to WFH as required
I'm delighted to be working with a long-standing financial services business that is looking for experienced Pension Administrators to join their operation in the East Midlands.
Are you an experienced customer service professional working with the professional services sector?
Do you have strong back-office administration experience
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
SF Recruitment are seeking a dedicated and organised Office Administrator to join our fantastic clients team on a permanent basis.
This role is crucial in ensuring the smooth operation of our office, providing comprehensive administrative support, and assisting with basic accounting tasks.
Key Responsibilities
Managing daily administrative tasks, including general filing and document management.
Your objective is to provide exceptional support to the Accounts Team, impress customers with your charisma, maintain organised inboxes, and enhance customer accounts with a touch of finesse.
This role offers attractive benefits, including 24 holidays for well-deserved breaks, a comprehensive pension plan, and complimentary parking.
Join a team of exceptional professionals at a leading healthcare institution with a rich history of excellence spanning twenty-five years.