Search Results: 5 vacancies
£21k - £24k per annumEstimated
...maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Responsibilities:
Liaise with 3rd party providers and navigate provider platforms (...
Suggested
Work at office
Hybrid work
...paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth....
Suggested
Holiday work
...Career
Are you ready to step up as a Client Administrator Team Leader and have a significant impact on our firm's client service? We're a growing wealth management firm that believes in building the best client service in the business. For those who excel in client support...
Suggested
Holiday work
£23k - £31k per annumEstimated
...Team Leader to join their team. You will be line-managing a team of Wealth Client Administrators in a way that supports delivery of service excellence at all times. As the Team Leader, providing crucial support to our Financial Planners, ensuring they and their clients receive...
Suggested
£23.16k - £24.7k per annum
You will be able to find a full Job description, Person Specification and an example of a full-time rota attached within the supporting documents or please click Apply now to view in Trac.
Suggested
Full time
Rotating shift