Job Description for Financial Services Client Administrator
Do you have experience within financial services?
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
This is an exciting opportunity to join a successful and well-regarded financial planning company.
Job Description
Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial planning company.
Reed Financial Services are representing a Chartered firm of Independent Financial Planners.
Based in Birmingham, this Paraplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.
A working knowledge of pre and post retirement planning, investments and taxation is key to this role.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team.
As a Financial Support Officer, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
Job Description for Trainee Financial Services Administrator
Are you looking to start a career in financial services?
We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation.
The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills.