We have a fantastic vacancy for a Financial Administrator to join our Client in Marlborough.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
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.
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.
As an IFA Administrator you will be a highly valued member of the team.
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.
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.
As an IFA Administrator you will be a highly valued member of the team.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Posted by Bond Recruitment Ltd • £20K/yr to £25K/yr
General
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
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, a leading provider of mental health services, has an exciting opportunity for a HR Administrator to join their team!
Semley (Hybrid- 1 day in office)
The role
This is an excellent opportunity to gain experience in a fast-paced, busy HR function with opportunity to be involved in both varied day to day work and specific projects.
Your role will be to complete the estate administration process for the more a number of those cases.
Our client, a leading probate administration company, are looking to recruit a Case Handler.
You will be responsible for the file through the entire process and will need to ensure that every account has been closed, all monies due to and from the estate have been paid and all issues have been dealt with in a professional manner.