We are currently recruiting for a Financial Planning practice in Sevenoaks who are looking to recruit a highly motivated and experienced Technical Administrator, with a Level 4 Diploma in Financial Planning, to join the team.
You will be responsible for a variety of client administration requirements that enable advisers to maximise their time with clients.
In this role, you will provide vital support to both the Financial Advisers and Paraplanners.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks
The client is looking for office based however they will allow a day from home working
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
We have a new opportunity for a full time Housing Team Administrator to join our Housing team based in Sidcup.
Avenues is a place where people smile, laugh and grow and achieve extraordinary things.
We know that well-supported people support people well, and as a team we are continually striving to enhance the lives of the people we support every day.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
Role: IFA Administrator
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.