Working alongside our team of experts, as Client Liaison Administrator, you will often be the first person advisors and/or clients will contact, so you need to be flexible and adaptable to cope with an array of different queries and challenges.
Are you someone with customer service experience ideally within a Wealth Management/Wealth Planning environment?
We're looking to add to our team of Client Liaison Administrators in our East Malling offices.
My client is seeking a dedicated and detail-oriented Technical Administrator to provide essential support to their Financial Advisers and Senior Paraplanner.
The role involves managing various client administration tasks, enabling their advisers to focus more on client-facing activities.
Responsibilities include attending client meetings, conducting research, preparing client recommendations, and maintaining strong relationships with providers and third parties.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
We have an excellent temporary opportunity for an experienced Senior Administrator to work for our client based in the Maidstone area.
This is an extremely busy role that will require you to liaise with a wide range of people and co-ordinate visits and activities for team members with various external parties.
You will be required to monitor various in-boxes, add information to the CRM dashboard and add referrals to the system.
Do you enjoy a role with variety - that will see you communicating between clients and suppliers, supporting the Sales Managers, and owning administrative processes through to completion?
Are you based near to Maidstone - and looking to work for an established (and welcoming!)
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
Carlton Recruitments finance division are looking for an Accounts senior on behalf of our client to manage the delivery of accounts and tax work across the service line, ensuring team members adherence to required standards, where work is completed on time, to standard and within budget.
Scope/Reach & Key Relationships: All those involved in the delivery of accounts and tax work