A fantastic opportunity has arisen for a Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.
You will join a dynamic team of support staff who work together to support a small team of busy holistic financial planners.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Chesterfield office.
The Company and Offering
On offer will be a competitive salary, benefits package and study support.
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 Rotherham 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.
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Pensions Administrator due to increased business volumes offering home / hybrid working.
Responsibilities
Working as part of a team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.
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?
Recruit4staff are proud to be representing their client, a well established Financial Planning business in their search for an Administration Assistant to work in their Dronfield based offices
For the successful Administration Assistant our client is offering