Posted by Robinson Financial Careers • £26K/yr to £35K/yr
General
Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial services, who are looking for an exciting career move, mature working environment and the opportunity to develop a rewarding career, to DipFS status.
A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner at their office in Wakefield.
Our client is an established Financial Planning practice in Wakefield, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and possibly IFA in the future.
£30,000 to £35,000, plus benefits (subject to experience)
Day to day responsibilities
General administration and upkeep of company records.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.
Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
We're looking to add to our team of Client Liaison Administrators in our Sheffield office.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
Posted by Robert Webb Recruitment • £24K/yr to £30K/yr
Do you have a background in administration and assistant roles?
We are recruiting on behalf of a truly fantastic company who are seeking a dedicated Lease Administrator to join their team on an initial 12-month fixed-term contract.
Are you detail-oriented with a knack for data entry?
Our client is an established Financial Planning practice based in Wakefield, who are looking to recruit a trainee IFA Administrator to join their expanding team, with excellent training provided and progression opportunities within the company.
£20,000 to £25,000, plus benefits (subject to experience)
Day to day responsibilities
General administration and upkeep of company records.
Reed are working with an innovative forward thinking Town planning consultancy business who are now looking to recruit a Permanent Part Time Administrator.
Hours & days Flexible depending on candidate (20-25 hours p/w)