Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Posted by North Oak Recruitment Ltd • £22K/yr to £29K/yr
My client is an award-winning Wealth Management organisation and they have an exciting new opportunity to assist the CEO in improving case turnaround times and workflow efficiency to provide an enhanced client experience.
Posted by Juice Recruitment Ltd • £28K/yr to £30K/yr
Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for a Senior Client Services Administrator to join their friendly team.
Are you looking for your next role in Financial Services?
Do you have strong communication skills and are looking to develop your professional skillset in a varied and fast-paced role?
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Are you a highly organised and motivated professional with experience in financial services?
An interesting and varied role has arisen for a Senior Administrator to join our client's team.
You will be someone that enjoy's a varied role where you can use some of your supervisory experience of overseeing a team as well as engaging with clients and processing vital documents
Our client is well established and well thought of with a very well-established team throughout the organisation which is testimony to their commitment to their staff.
We have been assigned with recruiting for a Senior Client Services Officer position at an independently owned professional services firm that is expanding its operations.
This is an excellent opportunity for professionals with at least 3 years of experience in Trust who are looking to join a dynamic firm with a strong reputation.
Relocation to Guernsey is also an option, with full support for work permits and licenses provided.
Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support for Investment Management in ongoing service of the firm's clients.
Do you have experience in financial services and have excellent skills?
Are you a good communicator capable of developing professional relationships with both colleagues and clients?
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.