At a Glance
- Tasks: Support Advisers and Paraplanners in delivering top-notch client service and compliance.
- Company: Join a respected Chartered Financial Planning practice in Dorking.
- Benefits: Flexible part-time options, competitive salary, and a supportive work environment.
- Other info: Office-based role with a 12-month fixed-term contract.
- Why this job: Be part of a team that ensures clients receive the best financial advice.
- Qualifications: Experience in financial services administration and strong attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
Mistral Recruitment is supporting a Chartered Financial Planning practice in Dorking to recruit an experienced Financial Services Administrator.
The role is office-based, 9-5, initially a 12-month FTC, with part-time options.
You will work with Advisers and Paraplanners to ensure client work is completed accurately and regulatory requirements are met.
Responsibilities include preparing client meeting packs, processing investments, pensions and protection cases from application through to
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Financial Services Administrator – Client Service & Compliance in Dorking employer: Mistral Recruitment
Join a dynamic team as a Trainee Project/Contract Manager, where you'll benefit from a supportive office culture and comprehensive training tailored to your growth. With 25 days of holiday plus bank holidays, a company mobile phone, and a car after your probation, we prioritise your work-life balance and professional development. Located conveniently for those living within a short drive, this role offers a fantastic opportunity to kickstart your career in project management.
