Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
General
Our client is looking for a Financial Administrator to join their team based in the Surrey area.
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.
Posted by Financial Divisions • £40K/yr to £45K/yr
They are looking to employ a Wealth Planning Administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the longer term.
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Senior Financial Planning Administrator who can also carry out some basic paraplanning duties (reporting etc).
This role is a great opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business.
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen.