Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors.
About Us: Join our Client, a 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.
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.
My client is a small, vibrant financial services company that offers smart wealth management solutions in the London financial district.
Their mission is to help clients make more of their financial planning, by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection, tax and currency.
This reputable business provides outstanding client outcomes and upholds the highest moral standards in all facets of operations.
This is an exciting opportunity for a Financial Administrator to join a dynamic and supportive environment, where you will play a key role in providing efficient administrative support to the team.
My client is established, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile Financial Administrator who is looking for a new opportunity in Wealth Management.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection.
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.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team.
To provide support to Paraplanners & Financial Planners
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request