The diverse administrative role on offer will be based at our Hams Hall site and will require the individual(s) to be flexible in all aspects of on-site administration.
This is a unique opportunity to join the team during a time of significant growth.
PART TIME HOURS - Monday - Friday 10.00am - 2.00pm
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
Due to an internal promotion, our client is looking for a field based Asset/Stock Controller to join their team.
Providing most of the well known supermarket chains with packaging solutions, our client is going from strength to strength and requires someone to pro-actively manage their pool of assets ensuring full accountability and maximum efficiency within the supply chain, to conduct field-based visits to complete customer audits, to manage the audit process and to recover assets from non-registered users where possible.
The successful candidate will have experience of Power BI and preferably come from a supply chain/logistics background.
We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office.
The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.
Are you a Wealth/IFA Administrator looking to elevate your career
Want to join a highly respected, boutique, wealth management business?
Posted by Uxbridge Employment Agency • £22K/yr to £25K/yr
With a flow of client orders coming in, this role is perfect for someone who enjoys staying organised, helping customers, and playing a key role in keeping the business running smoothly.
We are looking for a self-motivated and enthusiastic Sales Admin Executive to join a friendly, family-feel company in Harrow.
Are you ready to become an office superstar for a growing SME that's busy and thriving?
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.