Posted by Gleeson Recruitment Group • £22K/yr to £25K/yr
Gleeson Recruitment Group are currently recruiting for a Financial Services Administrator to joina leading financial services firm that has been providing exceptional services to clients for over a decade.
As a Financial Services Administrator, you will be responsible for providing administrative support to financial advisers , ensuring that all client needs are met in a timely and professional manner.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Posted by AFH Wealth Management • £19K/yr to £22K/yr
Key Responsibilities as our Finance Operations Administrator will include
Chasing outstanding commission statements - Contacting providers of financial products to chase up statements that we have not received.
General
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
The role will require you to perform a range of tasks within the Finance Operations Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company's service level agreements.