Manage relationships with senior staff members you will be their first point of contact on any queries and benefit from years of first hand industry knowledge.
General
An award winning multi location professional services company based in Weybridge are looking for a recent graduate that would like to work in a company that will nurture your talents and help you strive towards your career goals.
You will have the opportunity to follow a quick and a progressive career path and as well as working in a vibrant environment you will receive outstanding benefits such as: 25 days holiday Bank rising to 30 days with each year of service, generous pension, income protection, season ticket loan and many more.
Join a leading employee benefits firm in Weybridge as a Corporate Administrator.
Our client is dedicated to providing personalized financial planning solutions and is seeking a motivated individual to join their innovative and rapidly growing team.
Process and maintain customer's orders in a timely and accurate manner throughout the orders lifecycle; ensuring the delivery of excellent customer service.
Description
Processing and maintaining orders in SAP in order to meet the customers delivery deadlines; and ensuring that all orders processed are within the company discount policy.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Weybridge.
The successful Corporate Administrator will need to clearly demonstrate a strategy for actively developing the pensions, healthcare & group risk business from clients by promoting existing lines of business, promoting / securing additional lines of business and by obtaining referrals for new corporate clients.
This client, who specialises in the provision of financial advice for corporate and individual clients, has an exciting opportunity for an experienced Corporate Administrator to provide pensions, healthcare, and group risk benefit expertise to corporate clients.
You will need to develop professional relationships with each client and understand their needs and objectives.