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. <...
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...
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...
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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 ...
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...
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...
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...
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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...
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Client Support Administrator Nottingham Basic to £25,000 plus benefits This well established Investment and Wealth Management Company who are currently looking for a Client Support Administrator to join this busy office. To carry out all administration relating to new business and existing clients (dealing with queries and other adhoc duties) in particular, to coordinate and process t...
Our client is a leading IT systems, services and products company employing 12,000 people with an annual revenue of £1.7 billion. Its business is in enabling its customers to realise their objectives by exploiting information technology through its integrated product and service portfolio. This includes consulting, applications, systems integration, managed services and product for customers in the private and public sectors including ...
Our client is a leading IT systems, services and products company employing 12,000 people with an annual revenue of £1.7 billion. Its business is in enabling its customers to realise their objectives by exploiting information technology through its integrated product and service portfolio. This includes consulting, applications, systems integration, managed services and product for customers in the private and public sectors including ...
Client Support Administrator required for an award winning Chartered Financial Planning firm based in the outskirts of Manchester. Supporting the Financial Planners, you will be responsible for providing an efficient new business processing service and liaising with product providers. As a Client Support Administrator, you will provide support in relation to valuations, transfer of client servicing and client reviews. Su...
IFA Client Administrator Manchester City Centre £19,000 - £22,000 + Benefits One of the leading and most highly regarded UK wealth and investment management advisers are offering the excellent opportunity of joining the existing team in Manchester. My client are offering competitive salary, outstanding benefits and great learning and development opportunities. Fundamentally, the successful candidate...
Client Support Administrator - leading IFA Wealth Practice My client is the Financial Services arm of a leading IFA firm, well respected in Cheshire. This leading firm are currently looking to secure a Client Support Administrator to work closely with their team of Independent Financial Advisers, in their Altrincham head office. Immediately, you'll have access to a competitive package ie the basic alone is aro...
A sought after position of a Senior Sales Support Administrator (with additional Paraplanner duties) has become available for our well-established and well recognised top Financial Services consultancy in Edinburgh. This role will focus on the incumbent delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client ba...
We are currently recruiting for a leading independent firm of Wealth Managers who provide clear, innovative 21st century financial solutions Their offices in Surrey are now seeking an additional Senior Client Services Administrator, who will work closely with and be responsible for supporting their Private Client Consultants. This is quite a varied and challenging position where responsibilities will include preparing inform...
Organisation Description My client a leading Wealth Management HNW IFA is actively seeking to recruit a Sales Support Administrator to join their team on a 12 month Fixed Term Contract. Responsible for providing Administrative support to the consulants, the successful applicant will currently be working or previously have worked within an IFA Practice and be able to hit the ground running very quickly. CF1 qualifie...
Organisation Description My client a leading Wealth Management HNW IFA is actively seeking to recruit a Sales Support Administrator to join their team on a 12 month Fixed Term Contract. Responsible for providing Administrative support to the consulants, the successful applicant will currently be working or previously have worked within an IFA Practice and be able to hit the ground running very quickly. CF1 qualifie...
Client Account Administrator Responsibilities: Reporting to the Service Manager Responsible for the day-to-day operation, reporting and administering of the Client Account(s) to ensure smooth running and achievement of the services provided within the specified time frames. Specific Responsibilities: Periodic Tasks Establish and Maintain effective Communication with the Client</li...
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...
