My client is seeking a highly experienced Senior Administrator, you will be a key player in ensuring the efficient operation of their administrative processes.
You will need to be a self starter with an excellent attitude and keen ability to get things done to a high standard.
Key Responsibilities
Provide comprehensive administrative support to senior executives.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
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.
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team.
To provide support to Paraplanners & Financial Planners
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
Working on behalf of this financial services provider based on the outskirts of Colchester, I am seeking an experienced Client Services Administrator to deliver comprehensive support to the Financial Planner(s).
Our client in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.