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. <...
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 Surrey 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 ...
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...
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...
My Client is seeking an Associate Client Services Administrator who will be responsible for providing efficient and effective support to my companies clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring th...
My Client is seeking an Associate Client Services Administrator who will be responsible for providing efficient and effective support to my companies clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring th...
My Client is seeking an Associate Client Services Administrator who will be responsible for providing efficient and effective support to my companies clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring th...
My Client is seeking an Associate Client Services Administrator who will be responsible for providing efficient and effective support to my companies clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring th...
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...
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...
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.<...
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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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14 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 ...
455 jobs matching this search were posted in the last week
Our client who are a Regional IFA firm based in Crawley are looking to bring on an experienced financial services administrator to provide client support administration services within the client support team. Main tasks and responsabilities: Inputting data on Adviser Office Managing Letters of Authority process Scanning documents to Watermark Chasing providers for outstanding doc...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £24,000 per annum
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2 applications
This reputable financial services business that provides independent financial advice is seeking a IFA Senior Administrator The Role As a IFA Senior Administrator you will work closely with the directors and manage their client banks on a day to day basis, ensuring both clients and Directors receive the required levels of service. Responsibilities will include: Managing client reviews including preparing client va...
Job Title: Customer Services Administrator Location: Winchmore Hill Salary: £23,000-£25,000 (Dependent upon experience) Our client has been developing and delivering customised multi-language online learning and development tools to organisations in many sectors since 2002. They are now looking for a Customer Services Administrator to work with their clien...
An opportunity has arisen at our client in Scotstoun for a dynamic and enthusiastic Administrator, with good office administration experience, to join their Client Services Department on a temporary to permanent basis. The role will be busy and challenging, but a great opportunity to learn and develop. Duties/Responsibilities: Liaising with clients and assisting them with queries. Set up and maintain ...
An established client in Harrogate requires a Client Administrator for a part time role, starting in July. This position is a maternity contract, the role is for at least seven months, 25 hours per week. The position will involve being responsible for a portfolio of clients, where an excellent client experience needs to be delivered. The role will involve being responsible for the delivery of all non regulated advice to clients...
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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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23 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...
A fantastic opportunity has arisen as a leading financial services organisation is currently looking to recruit a Client Support Administrator for their Liverpool office. The Role The Key roles within this organisation are; Maintaining regular contact with clients by telephone, email and letter; Attending client meetings as required; Checking of work prepared by others in the team; Analysing information ...
Client Services Executive - Global publishing business - Canary Wharf. Up to 21K A truly global all encompassing publishing business based in beautifully refurbished offices in Canary Wharf are seeking a Client Services Executive to join their conferencing and events team. This is a fabulous opportunity for someone with corporate customer services ideally within high end retail/professional services or events to join a busy and cohes...
The Position: 12 month maternity leave contract for and IFA administrator Job Purpose: To provide a comprehensive administration service for Independent Financial Advisers. To assist the Advisers in the procurement and processing of new business and the servicing of existing clients, complying to strict FSA regulations and internal policy and procedure. Job Context: The candidate will suppo...
Client Services Administrator - Wealth Management - West. Up to 35K. A leading investment firm specialising wealth management are seeking a Client Services Administrator to work closely with their high profile clients to provide exemplary service and solutions. This is a fabulous opportunity to use your strong communication skills on a daily basis and deliver exceptional service in this Client Services Administrator role. Your...
IFA Sales Support Administrator - Pensions & Investments. to £25,000 West Surrey. Exciting newly created opportunity with a well-established and respected group. Providing admin and technical support for the Financial Services team, looking after portfolios of new and existing private client business. Responsibilities can include: Processing private client rep...
Who you'll be working for A boutique, Independent Financial Advisory group with a range of clients including entrepreneurs and inventors. Located in an enviable position in the heart of theWest End. What you'll be doing You will provide high quality, administrative support to the Finance and Mortgage consultants. You will have direct correspondence with the cli...
