A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
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.
My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave.
Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
You will have either Administration experience or have experience within Financial Services.
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
NJR have partnered with a well established small firm of Financial Planners based in Brighhouse who are looking for an IFA Administrator to join their exciting team.
They are friendly but professional and have long standing client bank of High Net Worth individuals.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Reed Financial Services are partnered with a nationwide firm looking for a dedicated Senior Administrator to provide exceptional administration support to their Wealth Client Executive(s) and Financial Planner(s).
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
Our client is offering an exceptional package of company benefits (listed below)