Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Financial Services Administrator job in Warwick is ideal for current Administrators within Financial Services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Posted by PBR Executive Search Limited • £40K/yr to £50K/yr
Job Description
You will oversee a varied portfolio of clients and be the key point of contact for those clients.
In some cases, you will prepare accounts yourself, in other cases you will delegate this responsibility to juniors and take a more supervisory role.
You will understand client needs and assist with proactive planning / advisory work with the support of an established team of accountants who are training towards professional qualifications.
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