They are situated in plush modern offices based in the heart of the city and are looking to recruit a Financial Planning Administrator to join their hugely social team.
We are delighted to be working in partnership with one of the leading Financial Planning businesses in Central London.
Posted by Financial Divisions • £25K/yr to £30K/yr
My client is seeking a Financial Administrator to work alongside Financial Advisers, Analysts, and the Client Support Team to deliver exceptional end-to-end service.
Excellent benefits package
This role is ideal for a highly professional individual with a keen eye for detail, who thrives in a dynamic environment where priorities may shift to meet the time-sensitive needs of clients.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Posted by Financial Divisions • £28K/yr to £34K/yr
They are now looking to add to their support team and are seeking applications from administrators with a minimum of one years IFA/Private client administration experience to ensure their financial advisers are supported to provide first class financial advice and service to their extensive client base.
This is a progressive opportunity for a talented individual to develop their career in private client wealth management and be supported to achieve their career goals.
Our client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net worth individuals, charities and trusts.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.
Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector.
The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £30K/yr
General
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.
Key responsibilities
Establishing and maintaining electronic client files (Curo CRM).
Acting as the point of contact between advisers, clients and third party product providers.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Posted by Taylor James Professional Recruitment • £33K/yr to £40K/yr
Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team.
Flexible working & homeworking available
This is a first class opportunity to develop your technical skillset within a reputable team of professionals.