A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm's Financial Consultants.
This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This role will require the initial months training to take place in my clients Norwich office.
Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors.
About Us: Join our Client, a leading wealth management firm located in the heart of London.
With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity.