The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.
Financial Services Administrator - Bromsgrove - up to £30,000
During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.
They provide holistic, whole of market advice and provide clients with the very highest standards of service.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
William Martin, part of the wider Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
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 a Financial Adviser.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.
Job Description
Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice.