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.
Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive.
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
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 a Financial Adviser.
Job Description for Trainee Financial Services Administrator
Are you looking to start a career in financial services?
We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation.
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.
Summary: As the Finance Assistant you will assist the Finance Lead and work with the wider finance team in the running, managing, processing and troubleshooting of accounts, payrolls, transactions and other finance-related tasks and queries.
City & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a proactive & professional Client Services Executive to their growing team, at an exciting time.
Our client is on an exciting growth trajectory & offers integrated & specialist advice for both corporate & private clients with a range of holistic products, financial planning and wealth management services.
The business offers a fantastic culture for growing professionals in the space, due to their strong capacity to develop staff and to assist them with the growth of their careers.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team.
As a Financial Support Officer, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.