Job Description for Financial Services Client Administrator
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Job Description for Trainee Financial Services Administrator
We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation.
Are you looking to start a career in financial services?
The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills.
This role is for you if you are an IFA Administrator looking for a new challenge.
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial planning company.
General
Industry: Wealth Management
This is an exciting opportunity to join a successful and well-regarded financial planning company.