Full study support to Level 4 Diploma, full training, and study support
Our client is a boutique Financial Advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and some protections.
Posted by Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
An exceptional package with genuine career progression.
Posted by Financial Divisions • £23K/yr to £27K/yr
Graduate Financial Administrator - Wolverhampton office - Basic salary £23k - £27k - Full study support to Level 4 DIploma, full training and study support
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
My client is a boutique financial advice business who 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 the UK.
An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James's Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.
You will be an integral part of a great team managing the business generated by the Advisers using your administrative expertise.
You will have the opportunity to progress within the SJP Accreditation framework, gaining knowledge and skills to help you develop an interesting and meaningful career path.
Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
We have been asked to recruit for a Client Services Administrator for a company based in Wolverhampton.
Day to day you'll report into the Administration Lead, ensuring that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard.
The company has been providing wealth services for over 20 years and is one of the largest practises in the country.