We are currently recruiting for a Client Support Administrator to provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants for our client’s office in Altrincham. The ideal candidate must have a proven IFA background rather than a bank or product provider. Principal Accountabilities: Providing an efficient new business processing service for sales consultants, liaising ...
We are currently recruiting for a Client Support Administrator to provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants for our client’s office in Altrincham. The ideal candidate must have a proven IFA background rather than a bank or product provider. Principal Accountabilities: Providing an efficient new business processing service for sales consultants, liaising ...
Are you a proven Client Support Administrator that currently works, or has worked, in the Private Client market and looking to work with some of the industries top qualified advisors? Then this is an excellent opportunity for you. My client is looking for a high calibre Client Support Administrator, who will be able to make an immediate contribution to their Private Client team by helping their consultants in developing their client ...
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Date: 5 days ago
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Bath, Somerset
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£23,000 - £25,000 per annum
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1 application
Organisation Description My Client are a well known Regional based IFA in Central Bath with impeccable reputation. They have a unique opportunity for an experienced IFA Senior Administrator to join their team and support 2 advising Directors. Job Description Duties Managing client reviews including preparing client valua...
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Date: 4 days ago
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Bath, Somerset
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£20,000 - £23,000 per annum
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1 application
Organisation Description My Client are a well known Regional based IFA in Central Bath with impeccable reputation. They have a unique opportunity for an experienced IFA Senior Administrator to join their team and support 2 advising Directors. Job Description Duties Managing client reviews including preparing client valuations, meeting packs and other client servic...
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 ...
A Client Support Administrator is required to join the Head Office of a Financial Services firm in Altrincham. The successful candidate will provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants and will have a proven IFA background. Main Duties: • Providing an efficient new business processing service for sales consultants, liaising wi...
A fantastic opportunity has become available working for a renowned IFA in the Altringham area, as a Client Support Administrator. The Role Key responsibilities associated with this role are; Providing an efficient new business processing service for sales consultants, liaising with product providers and ensuring that new business is set up correctly Providing administration support in relation to valuations, transf...
A fantastic opportunity has become available working for a renowned IFA in the Altringham area, as a Client Support Administrator. The Role Key responsibilities associated with this role are; Providing an efficient new business processing service for sales consultants, liaising with product providers and ensuring that new business is set up correctly Providing administration support in relation to valuations, transf...
Our client who are a Regional IFA firm based in Buckinghamshire are looking for a highly motivated individual for a newly created position within the company. The role of the Personal Administrator is to be the first point of contact for clients. Helping to support the team in delivering a level of client service that differentiates the company in the marketplace and above all ensures the highest levels of client satisfaction, irresp...
Our client a benefits and pensions provider to businesses are looking for an Administrator to join their busy team. PUPOSE OF THE ROLE The role of the Flexible Benefits Administrator - Helpline is to provide office based support to a portfolio of Flexible Benefits clients in the day to day running of their flexible benefits schemes. The Flexible Benefits Administrator is the first point of support contact for ...
Our client a benefits and pensions provider to businesses are looking for a customer service Advisor to join their busy team. PUPOSE OF THE ROLE The role of the Flexible Benefits Administrator - Helpline is to provide office based support to a portfolio of Flexible Benefits clients in the day to day running of their flexible benefits schemes. The Flexible Benefits Administrator is the first point of support co...
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...
581 jobs matching this search were posted in the last week
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...
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...
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...
Client Support Administrator - Altrincham Our client is an award winning Chartered Financial Planning organisation with branches through the UK. They are currently recruiting for a Client Support Administrator for their Altrincham branch, this is an excellent and rare opportunity with plenty of scope for career advancement with a business at the top of its game What they are looking for.....
Ref: 1419 Client Support Administrator Kent to £25,000 Bens Opportunity: Client support and administration role with excellent training and opportunity for progression. Environment: A long established wealth manager expanding their private client advisory business. Responsibilities: Support the financial planning team providing ...
A successful and well established IFA practice require an experienced sales support administrator based in Hitchin, to assist IFA’s with a number of duties. Main Duties: Maintenance of client and portfolio records Preparation of client files for annual or half yearly reviews Processing client new business and general client administration as required Produce financ...
A successful and well established IFA practice require an experienced sales support administrator based in Colchester, to assist IFA’s with a number of duties. Main Duties: Maintenance of client and portfolio records Preparation of client files for annual or half yearly reviews Processing client new business and general client administration as required Produce fin...
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...
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Date: 5 days ago
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Bath, Somerset
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£23,000 - £25,000 per annum
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1 application
Organisation Description My Client are a well known Regional based IFA in Central Bath with impeccable reputation. They have a unique opportunity for an experienced IFA Senior Administrator to join their team and support 2 advising Directors. Job Description Duties Managing client reviews including preparing client valua...
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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
Our client a Chartered Firm who have a national presence and have an excellent reputation in the local area are now seeking a Senior IFA administrator to provide dedicated support to the company Directors. The main duties of this role will be to support the 2 Directors with their client bank. You will be involved in the preparation of client valuations, meeting packs and other client requirements. Submit new business and manage the p...
Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in North London. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen ...
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...
