Pension Administrator - Tonbridge; About the Client
Well established celebrating their 20th anniversary with events across their five offices, they are currently experiencing strong growth, having increased revenue by 20% last year, and now employ around 450 people in the UK.
As an independent business with no chargeable hours targets, my client allows their employees the time to deliver their best work and excel.
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.
My client in Sittingbourne is seeking an Employee Benefits Administrator to support their clients with all elements of their benefits and personal finance whilst ensuring a first-class service.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
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.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression.
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service?
If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.
My client is looking for an experienced Financial Administrator to join their team in a role that provides a supportive environment with clear career progression.
Are you ready to be a part of a family-owned Independent Financial Advice practice that prioritises integrity, quality, and outstanding client service?
If you're passionate about helping clients and want to work in a company that encourages personal growth, this could be your ideal opportunity.