Jobs
>
London

    Customer Advisor/Office Admin - London, United Kingdom - Artemis Recruitment Consultants Ltd

    Artemis Recruitment Consultants Ltd
    Artemis Recruitment Consultants Ltd London, United Kingdom

    Found in: Jooble UK O C2 - 1 day ago

    Default job background
    Description
    Client Support Administrator (Wealth Management) - London - Artemis Recruitment Consultants Financial Services

    Type of Position:
    Client Support Administrator (Wealth Management) - London
    Client Support Administrator (Wealth Management) - London

    Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team.

    The main purpose of this role will is to provide support service to the advisory staff, to aid in the company's overall aim of providing a world class service.

    Provide administrative support to the team

    • Data gathering on clients and potential clients (with assistance from the planners)
    - platform account opening; pension transfers; re-registration of assets etc. (Handle financial plan implementation for existing clients, from start to finish to include preparation and execution of paperwork, liaison with third party providers and monitoring asset transfers through to completion (all with assistance from planners).

    • Effectively implement investment instructions, either directly with the provider, the investment team or via the relevant investment platforms in line with our best execution policies and procedures.
    • Assist Advisors with the client enquiry process and maintenance of prospect records in the client relationship management system
    • Other general office tasks including scheduling meetings and calls, preparing presentations, printing and completing forms, scanning documents and any other ad hoc tasks to assist with the smooth running of the office.
    A sound understanding of Financial Planning.

    • Knowledge of Investments, Pensions and Life Assurance essential.
    • Your Name (required)


    Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box.

    More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .

    I'm not a robot reCAPTCHA Privacy - Terms Artemis Recruitment Consultants All Rights Reserved| Company Number:
    Registered In England & Wales| Website by
    #
  • Intertek Group Plc

    Customer Advisor/Office Admin

    Found in: Jooble UK O C2 - 1 day ago

    Intertek Group Plc United Kingdom

    Exceptional customer service focus and delivering a quality service · Encourage teamwork (promote operational synergies and alignment) to support each other, and our customers and grow together · Full driving license · Provide cover for reception when required for annual leave ...

  • IDEX Consulting

    Admin/Office

    Found in: Jooble UK O C2 - 1 day ago

    IDEX Consulting England, United Kingdom

    Working with a leading consultancy, who are in the market for a group risk and health-care admin support based in Berkshire. · You must have experience within the group risk space in a similar position. · The role will be focused on supporting group life, group income protectio ...

  • Rite Route Group

    Admin Officer

    Found in: Talent UK C2 - 1 day ago

    Rite Route Group London, United Kingdom

    JobBrief: · We are seeking anenthusiastic and detailoriented individual to join our team as anInternational Student Recruitment AdministrativeOfficer. · As Administratorwithin our International Student Recruitment team you will beresponsible for the full admin journey of the int ...

  • Glos

    Office admin

    Found in: Jooble UK O C2 - 1 day ago

    Glos United Kingdom

    Temporary ongoing · My established client is looking for an organised administrator to assist in office scheduling and administrative tasks. Working within a fast-paced and growing team, a flexible and proactive approach to work and attention to detail are essential. · Planning ...

  • BookBrunch Limited

    Admin Officer

    Found in: Jooble UK O C2 - 1 day ago

    BookBrunch Limited London, United Kingdom

    Johnson & Alcock is looking for a full-time office manager and financial controller to work at our busy literary agency · The role will combine accounts work with general administrative support for all the primary agents, and our busy foreign rights department. We are currently ...

  • Cambridge Muslim College

    Admin Officer

    Found in: Jooble UK O C2 - 3 days ago

    Cambridge Muslim College United Kingdom

    Reports to: Facilities Manager · Salary range: £25,000 – £30,000 · Location: Cambridge, United Kingdom · Contract: Permanent, Full-Time · Cambridge Muslim College is a flourishing and prestigious institution dedicated to providing high-quality education and research opportunit ...

  • Ageas

    Flexible Office Advisor

    Found in: Jooble UK O C2 - 1 day ago

    Ageas United Kingdom

    Daarom kies je voor AG · Een werkplek waar je zelf het heft in handen mag nemen. Waar je de beste versie van jezelf kán en mág zijn. Waar je gestimuleerd wordt om te groeien. En waar je collega's samen met jou hun schouders zetten onder de toekomst. Jij bent een durver die de kl ...

  • The Message Trust

    Admin Officer

    Found in: Jooble UK O C2 - 5 hours ago

    The Message Trust United Kingdom

    We are looking for a committed and enthusiastic candidate to work in the Partnerships Teamproviding administrative support to the fundraising team including ensuring that all daily income donations are quickly and efficiently logged. Alongside engaging staff in their fundraising ...

  • Your Mortgage Recruiter

    Mortgage Advisor/Admin

    Found in: Jooble UK O C2 - 2 days ago

    Your Mortgage Recruiter London, United Kingdom

    My client is a successful Directly Authorised Independent Mortgage Brokerage. The firms clients are both UK and internationally based, they are often of a HNW nature. · The company are currently looking for an additional Mortgage Administrator (handling Residential and BTL cases ...

  • Jems Recruitment Ltd

    Mortgage Advisor/Admin

    Found in: Jooble UK O C2 - 5 hours ago

    Jems Recruitment Ltd London, United Kingdom

    Private healthcare, life insurance, health cash plan, pension, company bonus scheme · Working 4 days in the office and Fridays from home · Excellent career progression upwards and/or into underwriting · We are recruiting for an experienced mortgage administrator to join an exi ...

  • Richmond and Wandsworth Councils

    Admin Support Officer

    Found in: Jooble UK O C2 - 1 day ago

    Richmond and Wandsworth Councils London, United Kingdom

    A vacancy has arisen within the Business Support and Adults Admin Support Service (AASS) Adult Social Care and Public Health directorate. We are looking for an Admin Officer who is well-organised, motivated, and flexible individual to fill a full-time (36hrs) post within the Busi ...

  • Richmond and Wandsworth Council

    Admin Support Officer

    Found in: Jooble UK O C2 - 15 hours ago

    Richmond and Wandsworth Council London, United Kingdom

    A vacancy has arisen within the Business Support and Adults Admin Support Service (AASS) Adult Social Care and Public Health directorate. We are looking for an Admin Officer who is well-organised, motivated, and flexible individual to fill a full-time (36hrs) post within the Busi ...

  • Smart DCC

    Receptionist/ Office Admin

    Found in: Jooble UK O C2 - 6 days ago

    Smart DCC London, United Kingdom

    Competitive Salary plus Benefits · The main function of the Receptionist/Admin Support is to prioritise colleague and visitor experience. You will play a vital role in assisting the Workplace Experience team in the provision of high-quality effective colleague experience, includ ...

  • 3pX Group

    Admin Office Work

    Found in: Jooble UK O C2 - 6 days ago

    3pX Group United Kingdom

    Position Overview Consolidations, Planning, and Essbase professional with direct responsibility of managing and maintaining the Oracle EPM platform, which includes FCCS, EPBCS and Essbase applications. Maintenance, administration and development of EPM applications, including EPB ...

  • Dawn Ellmore Employment Agency

    Senior Office Admin

    Found in: Jooble UK O C2 - 1 day ago

    Dawn Ellmore Employment Agency London, United Kingdom

    CITMA Qualified Senior Trade Mark Administrator to £45,000++ London · We would welcome applications from experienced and CITMA Qualified Senior Trade Mark Administrators who are looking to move to a company that can match their career ambitions. · This top firm have their openi ...

  • FASTSIGNS International. Inc

    Receptionist/ Office Admin

    Found in: Jooble UK O C2 - 3 days ago

    FASTSIGNS International. Inc London, United Kingdom

    If so, we're looking for sales savvy candidates who are interested in a career with outstanding growth and earnings potential. We are a dynamic company that offers its employees a great culture and the opportunity to make great money. If you are looking for a rewarding career, no ...

  • Citycentrerecruitment

    Temp Office Admin

    Found in: Jooble UK O C2 - 3 days ago

    Citycentrerecruitment United Kingdom

    TECHNICAL ADMINISTRATORS (TRAVEL SERVICES) · Temporary Contract until September 2024 (Could be extended) · £80 per hour · Mon to Fri (Shifts between 07.Weekly Pay · Immediate start · TO APPLY CALL Mon to Friday 8am to 5pm · OFFFICE OR ONLINE APPLICATION · Our client, Dorset ...

  • Page Personnel Sales

    Office Admin Temp

    Found in: Jooble UK O C2 - 1 day ago

    Page Personnel Sales London, United Kingdom

    Recording and acknowledging all requests regarding the facilities of the organisation. · Tracking and monitoring progress against actions on the helpdesk system. · Provide efficient administration support by processing invoices and raising PO's accordingly. · Create reports fr ...

  • 3pX Group

    Admin Office Work

    Found in: Jooble UK O L C2 - 6 days ago

    3pX Group United Kingdom

    Position OverviewConsolidations, Planning, and Essbase professional with direct responsibility of managing and maintaining the Oracle EPM platform, which includes FCCS, EPBCS and Essbase applications. What You'll DoMaintenance, administration and development of EPM applications, ...

  • Trethowans LLP

    Junior Office Admin

    Found in: Jooble UK O C2 - 1 day ago

    Trethowans LLP United Kingdom

    Trethowans, one of The Times Best Law Firms 2022 was named as one of the UK's fastest growing independent law firms ( The Lawyer ) and offers a comprehensive range of services for businesses and individual clients. It has more than 250 members of staff, including over 80 lawyers ...