Trabajos case administrator en Reino Unido

Are you looking to kick-start a new career? We are recruiting for companies who are looking to employ our Project Management Traineeship graduates to keep up with their growth. The best part is you will not need any previous experience as full training will be provided. You will also have the reassurance of a job guarantee upon completion. Whether you are working full time, part time or unemployed, this package has the flexibility to be completed at a pace that suits you. The traineeship is broken down into 3 easy steps. Online Training Complete a selection of professional, accredited and industry recognised Project Management courses by including Prince2 & Agile. The training is delivered via video tutorials, presentations and quizzes through a portal that you study from home. Practical Training Now that you have learned all the theory it’s time to start applying that into practice so that you have the required experience to start within the industry. Our expert Project Manager tutor will provide you with 2 case scenarios for you to complete that will be based on real-world situations. Official exams At this final stage, we will prepare you to take your official Prince2 & Agile Foundation exams. The exams can be taken at one of the approved test centres across the UK or online from your own home. PM Role Through our range of partnerships throughout the UK with Project Management organisations, we are able to place you into an entry level role within your local area. You will be working as either a Project Coordinator or Project Administrator (£25K-£45K starting salary). At a one off cost of £1499, or a deposit of £212 followed by 10 interest free monthly instalments of £148, this represents a great opportunity to start a rewarding career in Project Management and have a real career ladder to start climbing. If you are not offered a role at the end of the training we will refund 100% of your course fees. Apply now and one of our friendly advisors will be in touch.

Company Overview We are a well-established, client-focused wealth management firm based in the heart of London. We provide tailored financial advice and investment solutions to high-net-worth individuals, families, and trusts. We pride ourselves on our integrity, professionalism, and client service. Role Overview As a Financial Services Assistant, you will support advisers and operational staff in the delivery of a first-class service to clients. This role is integral to the smooth running of the business and provides an excellent opportunity to build a career within financial services and wealth management. Key Responsibilities Provide administrative support to financial advisers and paraplanners. Maintain and update client records using CRM systems. Liaise with clients, product providers, and third parties in a professional and efficient manner. Prepare client meeting packs, valuations, and documentation. Assist with the processing of new business applications, including pensions, ISAs, GIAs, and insurance products. Monitor and follow up on ongoing cases to ensure timely completion. Help ensure compliance with FCA regulations and internal procedures. Support the onboarding of new clients, including AML and KYC checks. Assist in the production of reports, letters, and other client communications. Requirements Essential Strong organisational skills and attention to detail Excellent communication and interpersonal skills Previous experience in financial services or administrative roles Proficiency in Microsoft Office (Word, Excel, Outlook) Ability to manage multiple tasks and meet deadlines High level of discretion and confidentiality Desirable Knowledge of wealth management products and services Experience with CRM or back-office systems (e.g., Intelligent Office, Salesforce) Studying towards or interested in studying for financial planning qualifications (e.g., CII, CISI) What We Offer Competitive salary and performance-related bonus Pension scheme and holiday allowance Study support for industry qualifications A friendly, supportive working environment in a prestigious London location Career development opportunities in a growing firm