To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
My client is currently looking for an experienced IFA Administrator to join their team in Knutsford.
The role
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire.
This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you.
You will receive 25 days holiday plus bank holidays, pension, study support and annual bonuses.
Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans.
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers.
Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Knutsford office.
Financial Planning Administrator - Knutsford, hybrid - up to £37K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
The Veterinary Defence Society are offering a great opportunity to join our Claims and Membership Operational Team on Fixed Term Contract as an Operational Administrator.
You would report into the Operations Manager and act as the first point of contact for VDS members seeking Claims Advice, or support during the lifecycle of a claim, new business enquiries, mid-term adjustments, renewals and support on any policy related activity.
The role is working Monday to Wednesday, on a Fixed Term Contract, starting ASAP for 12 months.
We are seeking a highly organised and detail-oriented individual to join our team as a Senior Administrator for a market leading Claims Management Company.
General
In this role, you will play a critical role in assessing and managing claims related to unaffordable lending practices within the financial sector.
This role involves investigating claims made by consumers who believe they have been subjected to unfair lending practices, particularly those related to loans or credit agreements that they were unable to afford.