Your Resourcing Partner Limited jobs

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WEALTH MANAGEMENT ADMINISTRATOR

Pro-active and structured approach to the Practice's administration needs, ensuring the smooth running of the back office support. Dealing with client queries via telephone, email, face-to-face or in writing as required. Introduct...

CompanyYour Resourcing Partner Limited
AddressLondon, England
CategoryAdministrative
Salary£24,000 - £28,000 Annual
Job typePermanent
Date Posted 2 months ago See detail

Wealth Management Administrator

Your Resourcing Partner Limited

London, England

£24,000 - £28,000 Annual

Pro-active and structured approach to the Practice's administration needs, ensuring the smooth running of the back office support. Dealing with client queries via telephone, email, face-to-face or in writing as required. Introduct...

Senior Wealth Management Administrator

Your Resourcing Partner Limited

London, England

Managing the Senior Partners diary and book in client meetings. Providing general PA support. General Administration supporting a small team. Management of client ID procedure for investments, protection and pensions. Liaising wi...

Wealth Management Administrator

Your Resourcing Partner Limited

South East

Pro-active and structured approach to the Practices administration needs, ensuring the smooth running of the back office support. Dealing with client queries via telephone, email, face-to-face or in writing as required. Introduct...

Financial Adviser Administrator

Your Resourcing Partner Limited

London, England

General Administration supporting a small team. Management of client ID procedure for investments, protection and pensions. Liaising with 3rd party providers to obtain relevant client information. Issuing investment letters of aut...

Wealth Management Administrator

Your Resourcing Partner Limited

Norwich, Norfolk

£21,000 - £28,000 Annual

Client relationship management - Main / first point of contact for the office for all clients both face to face, via the company email inbox and in writing. Regular contact with third party providers including pension providers an...