Providing comprehensive administrative support to the wealth management team.
General
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; 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.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Our client, a leading business in the Financial Services industry is seeking an Administrator to join them on a full-time, permanent basis.
Due to growth our client is looking for an Administrator to join them on a permanent basis, providing a high level of administrative support to their internal Complaints department, ensuring all documentation and administration is completed correctly in line with FCA regulations and standards, meeting regulatory requirements.
The ideal candidate will have a minimum of 1 years' experience in a similar Administration role, and will be a confident individual with a high level of accuracy and attention to detail applied to their work at all times.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
Due to further business expansion, our client are looking to appoint an experienced Financial Services Administrator to join the business.
Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.
Responsibilities
The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy.
We are working with a well-established IFA based in Kent who are looking for an experienced Administrator with previous experience gained within Financial Services in an Administration role.