Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Posted by Service Care Solutions - Legal • £27K/yr to £35K/yr
They are seeking an experienced IFA Administrator to join their team on a permanent basis.
Service Care Solutions is pleased to be recruiting on behalf of a well-established financial advisor based in Kent.
In this role, you will be responsible for the administration and maintenance of client files, company records, and back-office systems, while ensuring compliance and accuracy through regular audits.
Posted by Blakemore Recruitment • £27K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Folkestone who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Posted by Blakemore Recruitment • £27K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Ashford who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Benefits & Perks: Social events throughout the year: Enjoy exciting activities such as watching the football in London, summer parties, Xmas parties, golf days, and more!
Opportunity for personal growth: Join a company that values your development and offers opportunities to enhance your skills.
Performance-related bonus: Be rewarded for your hard work with bonuses during the summer and at Christmas.
Posted by Financial Divisions • £30K/yr to £36K/yr
My client has an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators, business owners and families across Kent, Sussex & London.
My client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a Chartered wealth planning practice who have been operating for over 25 years.
I have placed 3 members of staff in the business, and they maintain a very high level of staff satisfaction and low turnover.
Our client is seeking a Finance Data Administrator who will be working with the management accounts department and support their daily operations, focusing on data validation to prepare for new accounting software implementation.
Have you proven experience within all areas of a finance function?
I am seeking an Administrator to join my client on a Temporary, rolling week contract to provide additional Customer Service and Administrative support.
Are you readily available and looking for a new temporary position?
Roles and Responsibilities of the Administrator role
Answer customer enquiries via email and telephone, in a professional and kindly manner.
We are recruiting for a Service Desk Administrator to support 500people with all software used by the firm, including Accountancy, Tax, Practice management, Document management software, as well as Microsoft office applications, by answering and logging calls in a prompt, professional manner, resolving problems where possible and escalating where required to 2nd Line Helpdesk Support
To ensure provision of a high-quality internal service experience for all colleagues and Partners whilst ensuring Kreston Reeves policies, procedures and values are met.
We provide a hybrid working arrangement (3 days in the office and 2 days working from home) following your successful integration into the company.