Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Marlborough office.
You will provide comprehensive administrative support and act as a key point of contact for client queries regarding pensions, investments, and protection.
This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
Responsible for everything you would expect as an Administrator for a Financial Planning Firm you will be making sure that all the admin is well maintained and ready for the Advisors to provide clients with advice on ways to best utilise their assets to achieve their objectives.
As an IFA Administrator you will be a highly valued member of the team.
This is a fantastic opportunity if you are looking to become a chartered Paraplanner or Advisor in the next 2-3 years so apply now.
Closing date: 04-06-2024 Customer Team Member Location: 6 Oxford Street, Aldbourne, Marlborough, SN8 2DQ Pay: £12.00 per hour Contract: 16 hours per week regular overtime, permanent, part time Working pattern: varied shifts including early mornings (store opening), afternoons, late evenings (store closing) and weekends, to be discussed at interview Full, paid training provided You can apply for this role using your mobile device (no CV needed!)
When you join Co-op, you'll get amazing benefits including 31 days holiday, a pension with up to 10% Co-op contribution, access to virtual healthcare services for you and your family, and a 30% discount on all Co-op products in our stores.
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Our client is looking to employ a Paraplanner on a salary from £27,000 to £32,000 depending on experience.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
You will work closely with their Financial Planners by providing technical support in the process of servicing their Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.