Our client is a National Financial Planning business who have offices across the West of England. They currently require an experienced Financial Planning Administrator to come on board and provide technical support to a team of top producing Financial Advisers. You be provided with full training and support to achieve further CII exams with the view to progress within the business. The ideal candidate will have 1+ y...
A wealth management organisation based near Oxford seeks a Sales Support Administrator to join the team, working closely with the Paraplanners and Senior Adviser's. Main duties will include: - Preparation of files in accordance with compliance procedure - Inputting data on 1st Advisor Office - Processing of new business in a compliant manner - Preparing valuations - Maintain...
A successful team of Financial Advisers seek administrators to work in their Bromsgrove office. The main function of the role would be to work as a team and to provide timely and efficient administration support to the financial advisers within the business. As an Administrator you will also be required to provide administration support to all aspects of the business, including consultants. The main duties will include; data in...
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