Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients.
With a national presence,there is ample opportunity to grow with and be part of a collaborative, inclusive culture.
This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
Join as a Financial Services Administrator in their Client Onboarding team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates.
Recruit UK is hiring for a wealth management firm who pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
With a national presence,there is ample opportunity to grow and be part of a collaborative, inclusive culture.
Prepare, examine or analyse accounting records, financial statements or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
Develop,implement, modify, and document recordkeeping and accounting systems.
Develop, maintain, and analyse budgets, preparing periodic reports that compare budgeted costs to actual costs.
Due to impending retirement, an exceptional opportunity has arisen within a highly reputable IFA practice to service and develop an existing bank of high quality clients.
With substantial assets under management, the company is continuing to grow offering excellent long term prospects.
The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input, managing workflow and 3rd party provider relationship management.
Complete and error-free input will be essential to establishing new relationships on the right footing
Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
As an Customer Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts.
Working as part of an energetic, professional and friendly team who predominantly provide dedicated support to Direct clients; online clients who do not receive on-going advice and are happy to make their own investment decisions.
You will be expected to deliver first class customer service at all times.
As an Customer Support Executive you will be responsible for dealing with client queries through various channels and administering their accounts.
Working as part of an energetic, professional and friendly team who predominantly provide dedicated support to Direct clients; online clients who do not receive on-going advice and are happy to make their own investment decisions.
You will be expected to deliver first class customer service at all times.
Due to continued growth, an excellent opportunity has arisen within a very well established and progressive firm of IFAs for an experienced financial adviser.
The firm has over the years established a number of joint ventures with professional introducers eg accountants and solicitors to provide their clients with financial planning.