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.
Due to further business expansion, our client are looking to appoint an experienced Financial Services Administrator to join the business.
Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.
Responsibilities
The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy.
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
Key Responsibilities
Providing comprehensive administrative support to the wealth management team.
Our client based in Kent is seeking an experienced Finance Assistant, to provide support to the Finance department and to make sure transactions processed through purchase and sales ledger are completed on a timely and accurate manner.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.