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.