Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
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.
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
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.
Our client is looking for a Financial Administrator to join their team in London.
Key Responsibilities
Deal effectively with queries from clients and other parties through effective communication.
Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.