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.
Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset and knowledge.
Duties & Responsibilities
Ensuring correct completion of all necessary documents.
The Senior People Advisor will work as part of the People and Culture team and will be responsible for providing day-to-day support and direction to the People Advisory team, oversee the team's capacity, and help coordinate work demand and allocation.
In addition, the Senior People Advisor will provide direct advisory support and guidance to a designated Business Partner and client groups.
My client is a leading Professional Services firm.
Our client is seeking an experienced Senior Associate to bolster their high-performing team.
The chosen candidate will possess a deep understanding of the investment industry and will be instrumental in identifying, recruiting, and securing senior-level investment professionals for their clientele.
Our Client
Our client is a preeminent executive search firm headquartered in London.
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
We are looking for an experienced Senior Data Privacy Advisor to provide support across the clients COO (Chief Operating Officer) & Functions within the team as part of the clients Chief Data Office (CDO).
The successful candidate will work closely with the Head of Data Privacy, Data Privacy leads in each Business vertical, Privacy Compliance, and other stakeholders.
Candidates will be required to work from the office in central Glasgow 37.5 hr week, working on a hybrid basis.