This listing was posted on Manatal ATS.
Client Administrator
Location:
London, Gt Lon
Description:
Are you an experienced administrator looking for a new challenge in the financial services sector? Arkenstone Wealth Management, a well-established IFA practice in Wimbledon, is seeking a talented and motivated individual to join our growing team. This role is perfect for candidates seeking a career change or progression within the financial planning industry. The Opportunity: As a Client Administrator at Arkenstone Wealth Management, you will have the unique opportunity to work closely with our experienced financial advisers and play a crucial role in delivering exceptional service to our clients. You will be exposed to a wide range of financial planning tasks, gaining valuable experience and knowledge in the wealth management sector. Our close-knit team and supportive work environment will provide you with the ideal platform to develop your skills, take on new challenges, and shape your career path within the company. Key Responsibilities: Provide comprehensive technical and administrative support to our financial advisers. Manage adviser diaries and assist during client meetings, ensuring smooth operations. Prepare and submit applications to providers, ensuring accuracy and timeliness. Maintain and update back-office systems and client data to improve operational efficiency. Process investment instructions and liaise with paraplanners to ensure seamless service delivery. Build and maintain strong relationships with clients and providers. Requirements: Minimum of 2 years administration experience. Excellent written and verbal communication skills, with the ability to build rapport with clients and colleagues. Strong organisational skills and meticulous attention to detail. Proficiency in Microsoft Office and the ability to quickly learn new software applications. Positive attitude, strong work ethic, and a willingness to learn and take on new challenges. Unrestricted right to work in the UK. Benefits: Competitive salary ranging from £28,000 to £35,000, commensurate with experience. Excellent opportunities for career growth, professional development, and progression within the company. Flexible working options, including hybrid arrangements and the possibility of a 4-day work week. Supportive and inclusive work environment that values your contributions and well-being. The chance to make a real difference in clients' financial well-being and help them achieve their goals. About Us: Arkenstone Wealth Management is a dedicated team of financial planning professionals based in the vibrant Wimbledon Village, South West London. Our mission is to provide exceptional service and build lasting relationships with our clients, guiding them towards their financial goals through tailored advice and support. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. To Apply: If you have the unrestricted right to work in the UK and believe you have the skills and experience to thrive in this role, please submit your tailored CV, highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know.This advert will remain open for 42 days, but we encourage early applications as the interviewing process may begin at any time. Only shortlisted candidates will be contacted.Keywords: Client Support, Client Service, IFA Administrator, Financial Services Administrator, Financial Planning, Wealth Management, Pensions, Investments, Financial Services CareerJoin Arkenstone Wealth Management and become an integral part of our growing team, where you can build a rewarding career in the financial services industry. Apply now and take the first step towards your next career move!
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More About this Listing: Client Administrator
Client Administrator is a Accounting & Finance Client Administrator Job at Recruitment Rebellion located in London LND. Find other listings like Client Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.
Client Administrator is a Accounting & Finance Client Administrator Job at Recruitment Rebellion located in London LND. Find other listings like Client Administrator by searching Oodle for Accounting & Finance Client Administrator Jobs.