The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
Your role as a data administrator will be to convert various difference sources of data into one format compatible for the businesses CRM system.
Citrus Recruit are excited to be working with a leading manufacturing business seeking a Data Administrator.
You will be a key member of the team supporting the whole business operations with the data received for internal and external sources in various formats.
The perfect company to continue your career journey with, this is an outstanding opportunity for a meticulous Administrator who has an appreciation of compliance and a keen eye for detail.
A leader in the recruitment world, this company caters for a range of clients and candidates and delivers memorable experiences across the board, resulting in numerous 5 reviews and repeat business.
Trust us when we say this is an opportunity you'll not want to miss out on!
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Posted by Pertemps Birmingham Commercial • £11.44/hr
Agency Posting
We are seeking a highly organized and efficient Temporary Administrator to assist our client in clearing a backlog of work over an 8-week period from 24th June 2024.
This position is based in Digbeth, Birmingham, offering a competitive rate of £11.44 per hour and standard working hours from 9:00 AM to 5:00 PM, Monday to Friday.
Due to the time length of this role you must have no annual leave requirements for the 8 week period.
Our client is now seeking an Sales Administrator, Your role will involve day-to-day co-ordination of customer accounts on an administration level within a designated product group.
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.
General
We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients.
The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.