Posted by Montpellier Resourcing • £18K/yr to £35K/yr
Graduate Administrator (Financial Services)
Our client is seeking a Client Onboarding Administrator to join their team to oversee the core functions of account opening and account amendments.
Due to rapid growth, a fantastic opportunity has arisen to join a leading Private Bank based in the City of London, as we seek a 2024 graduate who is looking to gain experience within finanial services.
Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors.
About Us: Join our leading wealth management firm located in the heart of London.
With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity.
Posted by Financial Divisions • £28K/yr to £29K/yr
My client is well-established national financial planning firm, who due to expansion are looking for a central support administrator to work as part of a team in their London office.
You will also be process letters of authorities and ensuring you see through the process from beginning to completion.
Key responsibilities will be covering reception, sorting through post and scanning documents.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Posted by Artemis Recruitment Consultants Ltd • £32K/yr to £42K/yr
General
Our client a top financial servcies firm dealing with UHNW clients in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.
Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector.
The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.