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.
A highly responsible and visible role has arisen with our client, a boutique, private client Wealth Management firm, a well established business with a loyal client base and a well-deserved high reputation.
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.
Don't miss this excellent opportunity to join a city-based Financial Services Practice and, as part of a small team, provide administrative support to one of our busy Financial Advisers.
Full Time, Permanent
Please Note: Applicants must be authorised to work in the UK
In order to ensure that their financial advisers are supported in providing first-rate financial advice and service to their large clientele, they are currently seeking applications from Financial Administrators with a minimum of one year of IFA/Private client administration experience in order to expand their support team.
Our client is a well-known, reputable Wealth Management company that has a stellar reputation for providing top-notch financial planning and guidance to its broad clientele, which includes trusts, charities, and high net worth people.
My client, a well-established firm known for offering top-tier advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and protections across Hertfordshire, is seeking a dedicated Financial Administrator.
Study Support and Excellent Benefits/Hybrid Working
Are you ready to start your career with a reputable and forward-thinking independent financial advice business?
The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator to assist with the client side of the business.
Study support plus excellent benefits/ hybrid working
My client is a well-established independent 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 Hertfordshire..