Posted by E Personnel Recruitment • £35K/yr to £40K/yr
We have an exciting opportunity for a Client Service Assistant/Financial Planning Assistant to work for an established and independant Financial Services company-IFA
Administer new client pensions, investment, and risk contracts.
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Posted by Page Personnel Secretarial & Business Support • £50K/yr to £60K/yr
A highly motivated and organised Personal Assistant is sought to provide comprehensive support within a leading company in the Financial Services industry.
This multinational financial services company is a key player in the industry.
The ideal candidate will have a strong background in Secretarial & Business Support and a keen eye for detail.
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.
Posted by RMS Recruitment Ltd • £45K/yr to £50K/yr
Personal Assistant for a Financial Services Firm in the City.
A London-based Finance firm is seeking an approachable and experienced Personal Assistant to play a key role in their dynamic team and provide a range of support across diaries, travel and client management.
This is a highly client facing role requiring an articulate and confident individual with excellent interpersonal skills.
Posted by Financial Divisions • £28K/yr to £29K/yr
My client is well-established national financial planning firm, who due to expansion are looking for a central support administrator to work as part of a team in their London office.
Key responsibilities will be covering reception, sorting through post and scanning documents.
You will also be process letters of authorities and ensuring you see through the process from beginning to completion.
Posted by Kenneth Brian Associates Limited • £30K/yr to £35K/yr
Key Responsibilities
Provide comprehensive administrative support within the financial services team.
General
We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.
Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton.