Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you an experienced administrator looking for a new opportunity
I am currently partnered with an organisation based in Coventry who are looking for a administrator to join their team on a permanent basis.
General
Full time, office based.
You will play a crucial part in assisting and organising operations within the organisation and will work closely with key stakeholders internally and externally.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Manage day-to-day client interaction by phone, email and video conference as required.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.