Coordinate and schedule appointments, ensuring optimal utilisation of time.
Manage and maintain diaries, ensuring appointments and meetings are scheduled accurately and efficiently.
General
We are really excited to be supporting a innovative local organisation in their search for an Administrator, this is a great time to join them on their journey of continued success!
Posted by Blakemore Recruitment • £27K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Ashford who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.