A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
WE Talent are hiring for an experienced Administrator for our client in Braintree.
If you are a great team player with experience in Administration, strong customer service skills and an eye for financial detail - we would love to hear from you.
This is a permanent full-time role based in the finance team.
Kennedys is looking for a MDM Administrator to join our Financial Operations team based in Chelmsford.
The successful MDM Administrator will contribute to the effectiveness of the MDM team by ensuring accuracy, consistency and compliance within the Firm's financial system.
Kennedys Finance team ensures global support by delivering precise financial and management information, reporting solutions, and operational assistance to maintain exceptional service standards for internal and external clients.