Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
Full study support to Level 4 Diploma, full training, and study support
Our client is a boutique Financial Advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and some protections.
Posted by Financial Divisions • £23K/yr to £27K/yr
Graduate Financial Administrator - Wolverhampton office - Basic salary £23k - £27k - Full study support to Level 4 DIploma, full training and study support
My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
Posted by Get Staffed Online Recruitment Limited • £22K/yr to £27K/yr
Salary £22,000 - £27,000 dependent on experience
Benefits - Gym membership discounts, Private dental insurance, Private medical insurance, Store discounts, Wellness programmes, a day off for your Birthday, a supportive, flexible employer and much more!
Would you like to be one of the guys Would you like to work for a fast-growing ambitious company with offices based in Wolverhampton