Financial Services Administrator
2 days ago
We are working with a Cheshire-based wealth firm to grow their admin team in their Chester head office.
This role is ideal for individuals with a background in IFA, but we can consider candidates with relevant financial services skills and experience.
Key Responsibilities:
- Support paraplanners and advisers with administrative tasks
- Act as the primary point of contact for clients
- Update systems and manage client files
- Communicate with clients and update paraplanners and advisers on findings
- Contribute to new business development and report writing
Requirements:
- Strong administrative background, preferably in wealth management
- Ability to multitask and prioritize workflow
- Confidence in administrative and telephone tasks
- Willingness to commute daily to the office
If you have the necessary skills and experience, please contact Sam at Heat's Manchester office for further information.
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Financial Services Administrator
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Ewloe, Flintshire, United Kingdom Heat Recruitment Full timeIFA Administrator Role Overview We are working with a Cheshire-based wealth firm to grow their admin team in their Chester head office. The ideal candidate will have a background in IFA, but there is room for movement if they have relevant financial services skills or understanding to transfer over. Key Responsibilities: * Support paraplanners and...
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