Group Risk/Employee Benefits Administrator (Permanent and Contract), London In order to apply for this position candidates MUST have EMPLOYEE BENEFITS/FLEXIBLE BENEFITS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Our client has opportunities for a Client Services Team Member to work on a permane...
Reporting to: Client Services Manager Contract: Permanent Location: Northwich Hours of Work: 37.5 hours per week. Monday to Friday. Start date - asap Job Purpose • To provide administrative support to the Client Services team • Maintain excellent customer service, optimise client satisfaction and enhance business reputation Accountabilities (Key Result Areas) • Provide daily administrative su...
In order to apply for this position candidates MUST have EMPLOYEE BENEFITS / FLEXIBLE BENEFITS EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Our client has opportunities for Client Services Team Members to work on a permanent basis and a Client Services Team Member / Flex Benefits Support to work on a 12 month Fixed Term Contract. <...
Our client, in Cheshire, who offer financial advice and investment management services, are looking for a Client Services Administrator , to work in their Execution Only/Self Directed Business Department. The successful candidate would be responsible for inbound and outbound calls to clients, ensuring prompt response to client's requests, queries, concerns and complaints, and to effectively maintain the client bank,pro...
Organisation Description Our exclusive client is a successful and innovative independent financial adviser company, they are looking for client services administrator to join their team. Job Description To undertake the servicing of existing client’s financial products/portfolios. To deliver a high level of technical servicing support to the company’s IFAs, assisting t...
Financial Services Administrator (ref no AL321) Nottingham £18,000 - £25,000 + benefits My client is a well regarded national organisation, and they are now looking to appoint an IFA Administrator within their prestigious Nottingham based offices. The main purpose of the role is to provide proactive and efficient administration and general support service to clients, Consultants and ot...
Clark James Financial Services Recruitment are working with a nationwide Wealth Management organisation who are seeking an experienced Financial Services Sales Support Administrator to join their London office. The successful individual will provide proactive and efficient administration and support service to clients, Consultants and third parties, ensuring that all new business for Pensions, Investment and Protection are ...
Our client, a mid tier Chartered Accountants based in London, has a position for a Client Services Administrator to join their team. Duties will include setting up client files, drafting email correspondence, monitor client information and follow up with clients as appropriate, preparation of basic income tax returns, preparation and submission of correspondence to official authorities, deal with basic client queries over the phone or via e...
Automated Trading Executive / Administrator & Client Services Executive Fulham, London Automated Trading Executive / Administrator and Client Services Executive required to work for Knowledge to Action Ltd; a fast paced seminar company who provides life changing information to people from various backgrounds and all ages. They run training courses in their state of the art training centre on how to trade the ...
Financial Services Administrator - Guildford An excellent opportunity for a Financial Services Administrator to join a leading financial institution based in Surrey. You will have proven experience of administration within a financial services environment and have good working knowledge of Microsoft packages. Excellent communication skills both written and verbal are also essential for this excellent job. We are seeki...
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Date: 10 May
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Bath, Somerset
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£17,500 - £20,000 per annum, negotiable
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9 applications
IMMEDIATE START Wishlist Recruitment is looking for a Payments Administrator to join our client's Client payments Team within an expanding Financial Services company. The organisation offers excellent career development opportunities as it continues to grow so if you are looking for a new challenge, this opportunity could be just what you are looking for. The training and support programme is second to none, there is ...
CLIENT SERVICES ADMINISTRATOR / PARAPLANNER (AL318) Sutton Coldfield Salary £21,000 - £25,000 + benefits My client is a prestigious Wealth management company, providing independent financial advice to professional individuals and organisations. They now have an exciting opportunity for an individual to work within a small team to carry out pensions and investment administration.<...
Ref: 1421 IFA Sales Support Cambridge£22000 + Bens + Bonus Opportunity: IFA sales support / client services role Environment: Large national IFA and wealth management company Responsibilities: Efficient and effective processing of client documentation, maintenance of Adviser Office system, ensuring compliance requirements, coordinate and produce client valuations, and maintain client relationsh...
382 jobs matching this search were posted in the last week
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Date: 10 May
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Bath, Somerset
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£17,500 - £20,000 per annum, negotiable
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16 applications
Wishlist Recruitment is looking for a Payments Administrator to join their client's Client Payments Team within an expanding Financial Services company. The organisation offers excellent career development opportunities as it continues to grow so if you are looking for a new challenge, this opportunity could be just what you are looking for. The training and support programme is second to none, there is a competitive benefits packag...
Our client an award winning Chartered IFA Practice is looking for an experienced Client Services administrator to join their expanding team. This is an excellent opportunity to join a leading company who are going through a period of growth. The purpose of this role is to provide administrative support to IFAs including preparation for client meetings, creating investment summaries, maintaining client records and processing new business app...
Paraplanner/Pensions Administrator. This is a fantastic opportunity for an experienced Paraplanner to join a well established IFA. In the role you will work very closely with the Advisors, providing high level Technical support across all areas of the financial services industry (Pensions/Investments/Wills and Trusts) . You will also assist in the preparation for client meetings, creating and maintaining client records a...
Nuffield Health, one of the UK’s leading healthcare organisations, are currently seeking a Client Services Administrator to be based full time in Canary Wharf at one of our Corporate sites. We’re looking for an experienced Client Services Administrator to join our dynamic team at our newly refurbished site in Canary Wharf. Responsibilities include: Reporting to the Client Services Manager Responsibility for the m...
Our client, based on the outskirts of Norwich, is seeking to recruit an experienced Financial Services Administrator to join their team It is essential for the role that the right candidate has at least the CF1 or equivalent qualification - or be studying towards a further qualification at present Previous similar experience will also be key. Key duties of the post are as follows: - Scanning of incoming cor...
My Client, a Chartered Wealth firm based in Birmingham, is looking to expand their professional IFA support team with a pro active and self motivated senior IFA Administrator In this role you will be working within a dedicated support team, providing technical support to a team of 4-5 IFAs. The main duties of the role will include processing of new business from submission to completion, managing the consultants pipeline. Obtain quot...
An exciting opportunity for a Client Administrator to join a large Financial services organisation.Client Administrator Reading • Permanent • £18000 - £20750 About our client: The client is a leading Financial services company. Description: The Client Administrator will be responsible for:- Providing administration support for a portfolio of clients. </l...
Developing Business Friendly working environment Exciting career prospects Our client is an innovative insolvency practice based in Bury, they are moving forward extremely well as a business implementing new and innovative ideas to make the company unique. They are currently looking for an experience Post Appointment Trust Deed Administrator who can join the business and help adhere to...
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Date: 2 days ago
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Fareham, Hampshire
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£16,000 - £17,000 per annum, negotiable
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4 applications
FS Administrator wanted for fast paced and growing Financial Services company based in Fareham, Hampshire. Job title - NEW BUSINESS SUPPORT ANALYST Job Purpose: Providing NEW BUSINESS administrative, technical and client support to the internal Para planners. Liaising with providers and technical specialists with regards to policy techn...
My client is a leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing a first class advice service to HNW private individuals. Their success and growth has led to a rare opportunity within their IFA support team. They seek an experienced and industry qualified IFA administrator to work closely with the IFA’s and provide a high level of administrative and client ...
Job Title: Client Services Accountant Assistant Location: London Salary: Competitive To help provide a high quality service to the Clients for which your cell is responsible, helping to ensure all deliverables are met. Expected to help improve the processes and efficiencies of the cell and department. Obtain the key skills to become future Client Services Accountant. Job role:<...
This firm is undoubtedly regarded as one of the most prestigious financial practices within the UK and operates as a private client arm a UK wide actuarial consultancy. As a successful IFA, they are continuing to provide financial planning on a holistic basis to high net worth clientele. They now require a Senior Client Services Administrator to assist their exciting private client team in the financial planning delivery cycle to exi...
