Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by Focus Search and Selection • £30K/yr to £35K/yr
About the Role: We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team.
If you have a strong understanding of financial products, exceptional organisational skills, and a client-focused approach, this opportunity could be perfect for you.
This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers (IFAs) by ensuring the smooth administration of client portfolios and financial planning processes.
Are you a highly organised and motivated professional with experience in financial services?
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
CCP has been asked by an established and unique betting brand to assist them with the appointment of a Customer Service Advisor to join their dynamic office on a full-time basis.
Are you a customer centric individual who enjoys customer interaction while offering outstanding customer service?
This is an exciting brand on an ambitious journey, innovative ideas are embraced with genuine opportunities to progress.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.