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.
We are currently seeking an experienced Administrator who has extensive experience in data entry and documentation control, to join our client as a Document Administrator.
Responsibilities include
Control Systems: Use software to track and manage documents efficiently.
Manage Documents: Keep all company documents organised and up-to-date.
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.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
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.
We are currently seeking an experienced Administrator who has extensive experience in data entry and documentation control, to join our client as a Document Administrator.
£27,000 - £12.98 per hour
Responsibilities include
Manage Documents: Keep all company documents organised and up-to-date.
The candidate would be part of the Lettings Team which comprises of 5 members.
We are supporting a successful independent Letting and Property Management Agency, in their search for a professional and ambitiousProperty Manager to join their busy office in Broadstairs.
The ideal candidate would be a fantastic team player with a superb eye for detail and a willingness to embrace positive change.
With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community.Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team.
This very well-established client of ourshas an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
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.