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.
We're currently looking for a talented PA & Finance Assistant to join our client's team.
Please note this role will start in June to have a handover with the existing PA & Finance Assistant, so please only apply if you are available immediately or require 1 weeks notice.
As a small business that has grown over the past 9 years, our client has an amazing core team and a global client base.
JRRL have an exciting opportunity for an experienced, confident and professional PA to join a successful financial services client, to provide support to the Chief Executive Officer and the Board.
This is an interesting and involved role supporting at a senior level and therefore requiring a competent PA who is accustomed to working at this level ideally within the financial services industry or similar regulated industry.
Please be aware that the office will be relocating to the City of London in September 24.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.