Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
To support the Adviser Team with preparing them for client meetings and discharging their responsibilities to their existing clients / prospective clients whilst ensuring that our service offering is outstanding.
As the Administrator you will manage the day to day account management supporting the team Monday - Friday 9am - 5pm
We are looking for an experienced Administrator to work as part of an established team in a very fast paced environment where you will take accountability and manage your own time based in Stamford with parking
As the Administrator your duties are listed below
Handling administrative tasks related to office suppliers.