An established financial services business is looking to recruit a Client Services Administrator into its team due to growth. This is an office-based role: 5 days per week in the office in the Telford / Wolverhampton area, West Midlands. The successf...
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We are seeking a Client Services Administrator to join a well-established financial services firm based near to Hove. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfo...
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Client Services Administrator - Stockport with Hybrid Working - 30,000- 31,000 This an opportunity to join a Stockport based Financial Advisers who have one of the larger support teams in the region, and with this comes a team full of good experience...
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25,000 to 32,000 Hybrid - 3 days remote, 2 days in the office (after training) 26 days holiday bank holidays Christmas week off Individual training budget Income protection Profit share scheme The Burford Recruitment Company are excited to be working...
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The Client Services Officer role involves managing client accounts and ensuring the efficient processing of payments and transactions while developing and maintaining key relationships. The successful candidate will contribute to the operational succ...
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Client Services Administrator – Wealth Management (Bristol) Shape the Client Journey at a Leading Wealth Management Firm Are you an exceptional administrator looking for your next challenge in a dynamic and rewarding environment? Based in Bristol , t...
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Are you an experienced leader in the Financial Planning sector looking for your next challenge? We’re currently recruiting on behalf of a long established Financial Planning Practice based in Central London who are seeking a Client Services Team Mana...
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Are you a highly experienced IFA Administrator with a strong background in managing teams? We have an exciting opportunity for a Client Services Manager to join a prestigious multi-family office based in Mayfair, working with Ultra High Net Worth (UH...
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We are seeking a Client Services Administrator to join a well-established financial services firm based near to Hove. In coordination with Advisers, Paraplanners, and Client Relationship Managers, the role will support the management of client portfo...
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A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Responsibilities: Preparing illustrations and paperwork for clients Processing and chasing of new business, both paper based and online Process fun...
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INTERVIEWING ASAP An established and respected Buy-to-Let lender is seeking a Case Support Specialist to join their Case Management team. This role is integral to ensuring smooth workflow allocations, resolving issues, and providing exceptional suppo...
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Do you have experience of end to end management of administration within Financial Services? Can you develop positive relationships and collaborate well with others? Our client, an award winning investment firm, is looking for a Client Executive to j...
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Financial Administrator (client services) (1 year of experience minimum required) Offices near Horsham (Sussex) Boutique IFA with 400 clients 30k - 35k basic salary plus discretionary bonus My client are a boutique independent Chartered wealth planni...
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We are seeking an Account Manager with previous experience in asset finance and leasing. You will play a crucial role in supporting the sales team to service a healthy client portfolio. With your knowledge of leasing agreements and asset coordination...
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My client is an EPIC, WITH A WONDERFUL FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporti...
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My client is an EPIC, WITH A WONDERFUL FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporti...
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The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025: Location:...
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Client Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering t...
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Employee Benefits Administrator – Client Services Location: Glasgow city centre (3 days in office / 2 days remote) Hours: 35 hours per week Join our client’s dedicated team as an Administrator in Client Services. In this role, you’ll be pivotal in su...
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My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from dec...
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Employee Benefits Administrator – Client Services Location: Glasgow city centre (3 days in office / 2 days remote) Hours: 35 hours per week Join our client’s dedicated team as an Administrator in Client Services. In this role, you’ll be pivotal in su...
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Senior Technical Paraplanner 65,000 - 75,000 Central London - Hybrid My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding...
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My client is an EPIC, WITH A WONDERFUL FINANCIAL SERVICES COMPANY and I am supporting a great role linked to CLIENT EMPLOYEE BENEFITS FINANCIAL SERVICES ADMINISTRATION - linked to Corporate Client Support to the Manager side linked to skills supporti...
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We are pleased to be representing an award winning insurance and employee benefits consultancy who are seeking to recruit an experienced Group Healthcare / Risk Consultant to service and manage an existing portfolio of clients providing client servic...
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We are pleased to be representing an award winning insurance and employee benefits consultancy who are seeking to recruit an experienced Group Healthcare / Risk Consultant to service and manage an existing portfolio of clients providing client servic...
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