Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.
This is a well-established family run business that has a caring and friendly approach to both their clients and staff.
The small but strong team works in unison with our personalities as well our individual skills.
As an Insurance Administrator, you will be focused on providing administrative support to the Account Manager by providing excellent support in facilitating all client activity.
We are working exclusively with a successful and growing financial services organisation to support with strengthening their Healthcare Insurance team.
This is a full-time role working Monday to Friday 9am until 5pm based at home, so you must be a natural self-starter and motivated to work from home daily to achieve objectives.
Benefits: Company pension, Company cash plan scheme, Hybrid role (mainly home working)
An exciting opportunity has arisen for an Insurance Administrator to join our client, a small well-established business who unlike other brokers, are specialists in their industry.
Our client offers the flexibly to complete the majority of this role remotely with the expectation to attend the office in Warwickshire at least once a month.
Reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business.
They are now looking to acquire the services of a hard-working
Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.