Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We are looking for enthusiastic Customer Service Agents to join a dynamic team on a major project for a large UK Financial Services company, assisting with inbound calls and email queries from existing customers and preforming administrative activities.
When a Saturday is worked the time is given back in lieu.
Candidates will be required to work 37.5 hrs per week Monday to Friday between the operational hours of 8am to 6pm, with alternate Saturday mornings from 9am-1pm.
We are currently looking for experienced, customer service executives in Cardiff from a contact centre environment who have ideally worked specifically within insurance or at least within financial services.
We are currently recruiting on behalf of an award-winning insurance company.
Due to significant growth, they are expanding their Cardiff based team.
Your responsibilities will include administrative tasks, client service, and technical support to enhance the efficiency of their financial advisory services.
In this role, you will provide essential assistance to one or more financial advisers, supporting them across various client cases.
My client is a well regarded national Wealth Management firm and is looking for a dedicated individual to join their team as a Financial Adviser Support.
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
However, part time could be discussed for the right candidate
We are a leading financial services firm specialising in equity analysis and investment strategies.
As a Graduate Equity Analyst, you will have the opportunity to join our dynamic team, working alongside seasoned professionals to analyse and make informed investment decisions.
We pride ourselves on our commitment to excellence, innovation, and cultivating talent.