We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
In the Role, you will
Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
Join This Firm as a Senior Accountant/Client Manager!
This firm, a reputable accountancy practice located in Redhill, Surrey, is currently seeking a talented and experienced Senior Accountant/Client Manager to join their dedicated team.
Role Overview
As a Senior Accountant/Client Manager, you will be responsible for managing a varied portfolio of clients, providing high-quality accounting services, and ensuring exceptional client satisfaction.
You will be reporting to the Admin Manager/Team Leader and you will be working as a part of a dedicated client team with diverse skills and experience.
The job requires a motivated individual who is experienced in taking responsibility and who can also independently deliver results on ad-hoc client specific projects.
You will take on more advanced calculations on complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of other members of the team.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.