Posted by Robinson Financial Careers • £26K/yr to £38K/yr
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.
Posted by Financial Divisions • £27K/yr to £32K/yr
Are you an adept 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.
Posted by Financial Divisions • £25K/yr to £30K/yr
Are you an adept 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.
Posted by Financial Divisions • £28K/yr to £32K/yr
Are you an adept 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.
Recruit UK is working on an excellent opportunity for a Wealth Management Administrator to join a rapidly growing independent financial planning firm based in Ashford, Kent.
General
This firm covers all areas of financial planning and has a growing group of advisers, so are looking for an administrator to join the existing adviser support team of 12.
We are really excited to be supporting a innovative local organisation in their search for an Administrator, this is a great time to join them on their journey of continued success!
Responsibilities
Coordinate and schedule appointments, ensuring optimal utilisation of time.
Manage and maintain diaries, ensuring appointments and meetings are scheduled accurately and efficiently.
This is a rare opening to join our Westerham based client, who are looking to hire an experienced Sales Administrator to support the busy sales team.
Benefits: Company pension, on-site parking, 20 days bank holidays
Our client is looking for a dynamic and organised individual who will play a crucial role in supporting the sales team, ensuring smooth operations, and contributing to the growth of the business.