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.
You will put the customer at the heart of everything you do, utilising know your customer (KYC) and treating customers fairly (TCF) methodologies, handling claims in line with compliance, FCA regulations and business policies & procedures.
Join our dynamic and collaborative Claims team as a Motor Claims Handler!
We are on the lookout for skilled and seasoned experts to join our fast-paced Motor Claims team, where you will take responsibility for handling a portfolio of Motor Claims from first notification to settlement.
Job Description for Trainee Financial Services Administrator
Are you looking to start a career in financial services?
The ideal candidate would have some customer service or administrative experience or be a graduate who has a degree with relevant context to the financial services sector, this could be accounting and finance, economics, business management.
We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management organization in the Solihull area.
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.
The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.