Wealth Management Administrator jobs in East Midlands

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WEALTH MANAGEMENT ADMINISTRATOR

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

CompanyCapio Recruitment Financial Planning
AddressNorthamptonshire, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted a month ago See detail

Wealth Management Administrator

Capio Recruitment Financial Planning

Northamptonshire, England

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

Administrator - Wealth Management

North Oak Recruitment

Kirton in Lindsey, Lincolnshire

£21,000 - £25,000/annum plus benefits

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

Administrator - Wealth Management

North Oak Recruitment Ltd

Lincolnshire, England

Maintain effective diary system to ensure clients are offered review meetings at the appropriate time. Contact clients and book review meetings using diary colour coding system. Confirmation letters/emails to be sent to clients. P...

Office Manager/Senior Administrator

Root2 Recruitment Ltd

Alford, Lincolnshire

£28,000 - £30,000/annum

Manage daily office and organise packing room and butter making activities. Act as the primary point of contact for customers and suppliers, addressing enquiries, and ensuring excellent service delivery. Maintain records, and do...