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Senior Administrator
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Jordan Fishwick Hale Altrincham, United KingdomAre you looking to further career with the largest independent Estate Agents in the City Centre, South Manchester and Cheshire? We are offering a diverse and challenging role to work within our established and growing Property Management Dept in Hale Village. · **Salary dependant ...
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Linda Taylors Ltd Hulme, United KingdomOur client, based in the Hulme area, is a professional social enterprise organisation working to address the health needs of families with emphasis on cultural diversity and competence. They have asked us to help recruit a Senior Administrator/PA to join their dedicated team of p ...
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Senior Administrator
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Senior Administrator
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Greater Manchester Mental Health NHS Foundation Trust Hulme, United KingdomThe Recovery Pathways Service is a creative wellbeing service which consists of weekly group sessions for people experiencing mental health difficulties across the citywide footprint. Our group sessions are led by Wellbeing Arts Tutors. The post holder will manage and support the ...
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Senior Client Relationship Administrator
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Senior Administrator
2 days ago
Adele Carr Recruitment Warrington, United KingdomOur client is a large company in the care sector and are looking for a Senior Administrator to join their busy team · **Key responsibilities of the Senior Administrator**: · - Answer, screen and forward incoming phone calls · - Booking of offsite training rooms and maintaining re ...
Senior Administrator - Knutsford, United Kingdom - NJR Recruitment
Description
Senior Administrator - Wealth Management
Location : Knutsford
Salary: Up to £28,000
An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice at an exciting time and will become a fundamental part of their exciting growth plans. Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.
The successful Candidate will be responsible for;
" Point of contact for new and existing clients to deal with any queries
" Process new business and ensure clients are kept updated with progress
" Deal with letters of authority and requests for information from external providers
" Help to book meetings for adviser and ensure that all review meetings are booked within appropriate timeframes
" Complete all review meeting letters and associated regulatory requirements
" Update CFRs for new and existing clients
" Deal with any incoming post for clients and scan and save in appropriate files
" Process withdrawal requests
" Process switches and portfolio rebalancing
" Involved in some aspects of Paraplanning
Candidates applying must have previous experience working for a firm of Financial Planners and confident speaking with clients on a regular basis. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
REF: 14828
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