I am recruiting a Technical Administrator (Data Analyst and Administrator) on behalf of Altor Wealth Management, a highly regarded and ambitious Chartered Financial Planning firm, based in Hook (RG27).
The Technical Administrator and will be responsible for providing the technical and general administrative support required in delivering an outstanding Financial Planning service.
As the business is increasingly utilising emerging technologies to improve their client experience and to streamline and systemise support functions, the successful Technical Administrator will have an aptitude for technology and will be embracing of change, keen to incorporate process and system improvements within their role.
Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
Posted by Financial Divisions • £30K/yr to £35K/yr
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
Posted by Robinson Financial Careers • £28K/yr to £35K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
An award-winning Pensions & Investment Consultancy who are highly regarded and recognised as investors in their employees are looking for an experienced DB Pensions Administrator to join their growing team.
Winchester - £experience dependant
For individuals looking to develop their careers, they offer structured training, a defined career path and professional qualification sponsorship with mentoring.