Burgh Recruitment Ltd jobs

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FINANCIAL ADMINISTRATOR

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

CompanyBurgh Recruitment Ltd
AddressLancashire, England
CategoryAdministrative
Salary£25,000 per annum
Job typePermanent, full-time
Date Posted just now See detail

Financial Administrator New

Burgh Recruitment Ltd

Lancashire, England

£25,000 per annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

Administrative Assistant

Burgh Recruitment Ltd

East Sussex, England

£25,000 per annum, pro-rata

You will be responsible for diary management, arranging meetings and preparing packs for those meetings. Completing follow up client correspondence after meetings and other associated tasks. Managing the database of clients using...

Client Servicing Administrator

Burgh Recruitment Ltd

Northumberland, England

£30,000 per annum

You will be making appointments for the Partners and Advisors, and preparing reports and associated documentation. You will be dealing with a wide variety of administrative tasks so will need time management, organisational and pl...

Paraplanner

Burgh Recruitment Ltd

South East

£40,000 per annum

You should be an experienced SJP Paraplanner with great report writing skills. Level 4 Diploma is desirable but not required if you have good paraplanning experience. You will have experience of Life, Pension and Investment produ...

Senior Technical Administrator

Burgh Recruitment Ltd

Avon, England

£35,000 per annum

Checking CFRs. Collating client information. Preparing suitability letters and illustrations. Managing cases to completion. Working with internal processing systems. Ensuring that the business obtained is being processed complian...

Advisor Assistant

Burgh Recruitment Ltd

Gloucestershire, England

Salary negotiable

Diary management. Arranging appointments. Client communications by telephone and email. Preparing letters, presentations, and reports. Assisting the Partner with marketing administration. Preparing all documentation for the Partne...

Junior Administrator

Burgh Recruitment Ltd

Lancashire, England

£22,000 Annual

Opening, Scanning & attaching post daily. Answering the phone to clients and advisers. Calling providers and logging phone calls. Dealing with client queries / booking and rescheduling appointments. Supporting the advisers where n...

Wealth Management Administrator

Burgh Recruitment Ltd

Lancashire, England

£26,000 Annual

Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. Dealing with enquiries and correspondence from clients and providers by email and phone. Booking in review meetings and pr...

Administrative Assistant

Burgh Recruitment Ltd

Essex, England

£22,000 Annual

You will be responsible for diary management, arranging, and preparing for client meetings, collating data for reports, illustrations, and portfolio reviews. You will be dealing with general enquiries, chasing providers for funds...

Wealth Management Administrator

Burgh Recruitment Ltd

Lancashire, England

£26,000 per annum

Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. Dealing with enquiries and correspondence from clients and providers by email and phone. Booking in review meetings and pr...

Junior Administrator

Burgh Recruitment Ltd

Lancashire, England

£22,000 per annum

Opening, Scanning & attaching post daily. Answering the phone to clients and advisers. Calling providers and logging phone calls. Dealing with client queries / booking and rescheduling appointments. Supporting the advisers where n...

Junior Paraplanner - Wealth Management

Burgh Recruitment Ltd

Hertfordshire, England

Salary not specified

Dealing with a wide variety of administrative tasks supporting your colleagues and clients of the Practice. Compiling detailed reports and portfolio reviews using key data. Dealing with enquiries and correspondence from clients an...