My client is a well-known Wealth management firm in Badbury and seek to grow their back-office support team and are looking to recruit a Client Service Specilaist.
The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday.
Your salary will be £23,500.
Your main activities and duties will include
Reviewing the support email inbox daily and assigning team tasks.
Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client.
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Swindon.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
We are looking to add an experienced Business Administrator to join our friendly and bubbly team.
This will be a busy and varied role where no two days will ever be the same, you must be able to manage ever changing priorities in order to meet deadlines.
Duties will include
Managing company correspondence, including phone calls, emails, letters.