Reed Financial Services are delighted to represent a firm of professional Chartered Independent Financial Advisors seeking a Financial Services Administrator to provide essential support to the business and Advisors.
This role is ideal for individuals who are passionate about helping others achieve their financial goals and are adept at managing administrative tasks in a financial setting.
Responsibilities
Work closely with the Advisor on all aspects of their day-to-day work with clients.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Posted by Hays Specialist Recruitment Limited • £21K/yr
My client, located in Preston, is currently looking to recruit a Client Services Administrator within the team.
Your new company
The company offers comprehensive Health and Protection insurance advice and prides themselves ongoing, above and beyond, assisting each individual client.
Posted by Hays Specialist Recruitment Limited • £23K/yr to £24K/yr
My client, located in Preston, is currently looking to recruit a Client Services Administrator within the team.
Your new company
The company offers comprehensive Health and Protection insurance advice and prides themselves on going above and beyond to assist each individual client.
Our Contact Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Posted by Hays Specialist Recruitment Limited • £21K/yr
My client, located in Preston, is currently looking to recruit a Client Services Administrator within the team.
Your new company
The company offers comprehensive Health and Protection insurance advice and prides themselves ongoing, above and beyond, assisting each individual client.