Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
This role is best suited to those with 1 years' administration experience within a Financial advisory firm and ideally have X-plan experience (Not essential).
The role is suited to someone with 2 years' experience within the financial advice sector, as an IFA Administrator or within compliance.
Ideally this will be an organised individual who will work with Financial Advisors within member firms to identify the required compliance framework and ensure it is followed through planning and clear conversation.
Posted by INTERNATIONAL MEDICAL GROUP HOLDINGS LTD • £23K/yr to £24K/yr
Here at IMG we are pleased to announce that we are looking for a Sales Support Administratorworking on a Hybrid Basis on a permanent contract working 37.5 hours a week with a competitive salary of £23,000 - £24,000 (Depending on Experience).
You will be providing outstanding service to our members by answering calls related to New Quotes for Insurance/Renewal or Cancellations of existing policies as well as providing outstanding customer service when answering questions and assisting with proposed changes to policies.
As one of the world's top International Medical Insurance companies, IMG helps individuals and companies of all sizes.
This is an exciting opportunity for an experienced Administrator who is looking to develop their expertise further.
This position is with an incredible organisation that promotes the arts and is looking for someone who is extremely high organised, kind, and motivated.
Hoop PS&HR are proud to announce a brand-new exclusive role with our incredible client located in Cardiff City Centre.