Career Are you eager to join our dynamic financial planning team and contribute to providing exceptional client... service? We're looking for a Client Administrator who thrives in a fast-changing environment and has a knack for learning new...
opportunities. About the role Working in our London Head Office you will play a pivotal role in supporting our Private Client... Director providing our high net worth clients with an excellent client experience. Our Private Client Director specialises in...
Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners.... As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner...
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent... planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide... admin support to both the office manager and financial adviser. Responsibilities: Preparing first meeting packs...
: - A sound understanding of Financial Planning. - Knowledge of Investments, Pensions and Life Assurance essential. - The...Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team...
We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level... role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in London... and updating client records and our databases with financial and personal data - Maintaining and accurately updating the CRM...
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London..., Outlook Certificate in Financial Planning or equivalent Highly desirable Previous use of the Time4Advice (Curo) back...
We are looking for a Technical Administrator / Paraplanner for our clients based in the heart of London... paraplanning support to the team of wealth advisers Research products, financial planning solutions and investment strategies...
Our client is looking for an experienced Business Administrator to join their Wealth Management firm based in London..., Outlook Certificate in Financial Planning or equivalent Highly desirable Previous use of the Salesforce back-office...
We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London.... You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage...
Our client is looking for a Wealth Management Administrator to join their team in London. Key Responsibilities...: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional...
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent... planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true...
Our client is looking for an experienced Senior Administrator to join their Wealth Management firm based in London... of Microsoft Word, Excel, Outlook Certificate in Financial Planning or equivalent Highly desirable Previous use of the...
. This is a demanding role assisting the Private Client Director in delivering an outstanding holistic financial planning service to new...Our client is looking for a Senior Technical Administrator to join their expanding team. Purpose of Role To provide...
are responsible for reactive sales leads and planning groups, events and conferences for the Hotel. The Events Co-Ordinator provides... the client with any special requests efficiently Ensure adherence to all Group & Event Sales administration standards in...
Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff... to become Diploma qualified have worked as a paraplanner or financial administrator previously have experience of dealing with the...
We are looking for an experienced Data & Systems Administrator to join an award-winning firm based in London.... You will be helping the firm in providing exceptional quality private client and corporate administrative support. You will manage...
ROLE: Director of Client Service Management CONTRACT TYPE: Full-time LOCATION: Sunbury or London Kinly’s Global... is looking for an experienced leader who is proactive, team-orientated and a motivated Director of Client Service Management, with a history of high...