Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
Establishing and maintaining a comprehensive governance framework across all functions.
General
To excel as a personal assistant, you must possess exceptional organizational skills and proven experience in a secretarial capacity.
Successful personal assistants are attuned to the needs of managers and operate independently to deliver tailored administrative assistance while upholding strict confidentiality.
Provide comprehensive and professional support, oversee diary management, managing appointments, video calls, telephone calls, organization of meetings and travel.
General
We are delighted to be recruiting for an Administrator to support one of our key clients who are based in Kingswinford.
The Administrator will be based at Head Office and will provide administrative support to the Industrial Department by providing a comprehensive and professional service as outlined below.
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