Vital Human Resources Limited

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• Artemis Recruitment Consultants Ltd

  

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  Wealth Management Administrator \n Location: Farnham, Surrey \n Salary: Up to £32,000 per annum + Benefits \n Hours: Full-time \n Working Environment: Lovely offices in Farnham. \n About the Role \n Are you an experienced Administrator looking for your next career move? \n An excellent opportunity has arisen to join a highly respected Financial Services Practice based in Farnham. This is a varied role within a friendly and collaborative team, providing administrative support to colleagues and clients. \n Full training will be provided, making this an excellent opportunity for someone looking to develop their career within Financial Services. \n Key Responsibilities \n\n • Provide day-to-day administrative support to the Practice, colleagues and clients\n, • Collate and maintain information for reports and portfolio reviews\n, • Handle client and provider enquiries and correspondence\n, • Liaise with providers and follow up with clients for information and documentation\n, • Manage new business submissions through to completion\n, • Maintain accurate client records and documentation\n, • Provide proactive support to colleagues and ensure client requirements are dealt with efficiently\n, • Assist with general office and administrative duties\n\n About You \n The ideal candidate will have: \n\n • Previous experience in an administrative or office support role\n, • Financial Services or IFA experience would be advantageous\n, • Excellent customer service and communication skills\n, • Strong attention to detail and organisational skills\n, • Good time-management and planning abilities\n, • Good working knowledge of Microsoft Word, Excel and Microsoft Office\n, • Confidence communicating with clients, colleagues and third parties\n, • The ability to handle confidential information professionally\n, • A proactive, positive and reliable approach\n, • A genuine willingness to learn and develop\n\n This role would suit someone who is enthusiastic, organised and keen to build a long-term career within Financial Services. \n What's on Offer \n\n • Salary of up to £32,000 per annum + benefits\n, • Lovely offices in Farnham.\n, • Friendly and collaborative working environment\n, • Full training and support\n, • Opportunity to develop your Financial Services knowledge\n, • Long-term career development opportunities\n\n Apply Now \n If you are an experienced Administrator looking for an opportunity to develop your career within a successful Financial Services Practice, we would love to hear from you. \n Apply today or contact us for further information about this opportunity.

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• qed legal

  

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• Reed

  

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• G2 Legal Limited

  

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• mbf.

  

  IFA Administrator

  9 days ago

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  We are working with a highly successful and fully independent financial planning business with an excellent reputation within the industry. The organisation has built a strong name for the quality of its financial advice and its commitment to its people, creating a professional and supportive environment where employees are encouraged to develop and progress. \n They are now looking to appoint an IFA Administrator to join their growing team. This is an excellent opportunity for someone with financial planning experience who is looking to develop their career within an established IFA environment and work alongside a highly experienced team of Financial Planners and support professionals. \n The role \n As an IFA Administrator, you will play an important role in supporting Financial Planners and ensuring the smooth delivery of an excellent service to clients. \n Your responsibilities will include: \n\n • Providing day-to-day administrative support to Financial Planners and the wider team\n, • Supporting the smooth delivery of financial planning services to clients\n, • Assisting with client onboarding and ongoing client administration\n, • Preparing and processing client documentation and correspondence\n, • Liaising with clients, providers and other professional contacts\n, • Processing new business and assisting with ongoing policy and investment administration\n, • Maintaining accurate and up-to-date client records\n, • Supporting Financial Planners throughout the client journey\n, • Managing multiple priorities while maintaining a high level of accuracy and attention to detail\n\n Who we are looking for \n Previous experience within financial services is essential, ideally within an IFA or financial planning environment. \n We would also consider candidates with relevant experience across pensions, investments, platforms, banking or other areas of financial services who are looking to move into an IFA administration role. \n We are looking for someone who is organised, proactive and client-focused, with strong communication skills and excellent attention to detail. You will need to be comfortable managing multiple priorities, working to deadlines and collaborating closely with Financial Planners and colleagues across the business. \n This is a great opportunity for an experienced IFA Administrator or someone with a strong financial services administration background who is looking to take the next step in their career. \n What’s on offer \n\n • Basic salary up to £35,000\n, • Discretionary bonus\n, • Hybrid working – 3 days in the office and 2 days from home\n, • Excellent company benefits\n, • Ongoing training and professional development\n, • The opportunity to work alongside an experienced and successful financial planning team\n, • Genuine opportunities for career development and progression\n\n This is an excellent opportunity to join a successful and established independent financial planning organisation that places a strong emphasis on quality, professionalism and its people. \n If you have financial services or IFA administration experience and are looking for a role where you can develop your skills and build a long-term career within financial planning, we would be very interested in hearing from you.

• Faith Recruitment Ltd

  

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  5 days ago

  Farnham

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