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 build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
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.
Posted by Taylor James Professional Recruitment • £33K/yr to £40K/yr
Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team.
Flexible working & homeworking available
This is a first class opportunity to develop your technical skillset within a reputable team of professionals.
Posted by Financial Divisions • £25K/yr to £30K/yr
My client is seeking a Financial Administrator to work alongside Financial Advisers, Analysts, and the Client Support Team to deliver exceptional end-to-end service.
This role is ideal for a highly professional individual with a keen eye for detail, who thrives in a dynamic environment where priorities may shift to meet the time-sensitive needs of clients.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £30K/yr
General
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.
Key responsibilities
Establishing and maintaining electronic client files (Curo CRM).
Acting as the point of contact between advisers, clients and third party product providers.
Posted by Financial Divisions • £25K/yr to £30K/yr
General
My Client, an independent Financial Advisory firm are looking to offer this excellent opportunity to a talented individual with either 12 months IFA Admin experience or to an individual looking to cross over into wealth management from a provider.
Plus bank holidays, parking , DIS, Group Protection, excellent working environment and culture
Opportunity Highlights
Superb opportunity to carve your career within wealth management.