Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
General
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
Posted by Blakemore Recruitment • £20K/yr to £30K/yr
General
We are currently recruiting for a Financial Planning practice based in Bookham, Surrey who are looking to recruit a Part-Time IFA Administrator to join their team.
28 hours a week - 3 days a week.
Job Description
Liaising with clients to obtain personal information, NI numbers, addresses and policy details.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.