A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
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.
£35,000 - £45,000 Progression Autonomy Company Benefits
Are you a Marketing Manager or similar looking for an autonomous role within a growing company, taking the lead on national marketing projects to generate interest and target with young people and in the independent school market?
Do you want the opportunity to work with a passionate team dedicated to strengthening our school's brand and driving impactful recruitment efforts through engaging marketing and PR strategies?
Our client based in the Monmouth area NP25 5JA is recruiting for a Client Manager - This is a part-time role, flexible working and offers hybrid working
Responsibilities
Manage client relationships and act as the primary point of contact for clients.
Maintain accurate and up-to-date financial records using Xero for a portfolio of clients.
Our rental maintenance model supports our customers to focus on their core business while reducing their environmental footprint.
Elis is an international multi service provider, offering textile, hygiene and facility services, we are a leader in circular services, allowing businesses to achieve optimal hygiene and protection for their employees and customers thereby enriching their well being in a sustainable way.
Our circular services emulate our commitment to a more sustainable future: connecting us, our clients and our planet.