Recruit UK is working on an excellent opportunity for an experienced Financial Administrator to join a friendly, supportive IFA firm.
General
The role will include processing new business, preparing review packs, performing fund switches and withdrawals, and acting as point of contact for their lovely clients.
They are looking to hire for the long-term, so they have an excellent benefits package, treat their staff well, and can offer professional development and career progression opportunities.
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).
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.
The Technical Administrator and will be responsible for providing the technical and general administrative support required in delivering an outstanding Financial Planning service.
Posted by Priority Appointments • £25K/yr to £26K/yr
Are you a confident, flexible and meticulous person looking to get stuck into a career within a supportive and rewarding company?
They are offering a competitive salary of up to 26k pa, 23 days holiday (plus bank holidays), private medical insurance, social/team events, full training, self development opportunities and much more!
If so, our client in Hook is looking for a Trainee Project Manager to join their team.