Financial administrator jobs in Bolton - Page 2Create job alerts

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Planning Administrator (Full-Time)Location:Loughborough - HybridSalary:Up to £30,000. Why Join Us?Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth manageme

Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base. IFA Administrator role within the UK. Strong understanding of financial products, platforms, and processes.

Manchester | Up To £35,000 | Hybrid Working | 33 Days Holiday + Exam Support.You’ve spent the last few years making the chaos look easy.Providers who “didn’t receive the paperwork”? You’ve got the timestamped email.Advisers chasing updates? You’ve already sent them the summary.Clients a

Job Title: Senior Financial Administrator Location: Market Harborough Job Type: Full Time Salary: £27,000 £32,000 per annum (dependent on experience)OverviewAre you an experienced IFA Administrator looking for a senior, hands-on role where you can take ownership, work with clients, and support

IFA Administrator (Progression to Financial Advisor) £30,000 - £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you an IFA Administrator looking to join a collaborative wealth management firm which w

Direct EIS + HMRC process experience; experience with custodians/platforms/administrators. We are currently seeking a Fund Administrator/Operations Associate on an initial 12‑month contract, with a view to going permanent. Experience in fund administration / investment operations / financial servi

Senior IFA Administrator (Financial Services). Are you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?. On of

Orka Financial are looking to recruit a Part Time Accounts Administrator, for their client based in Reading. Reconcile payments and maintain accurate financial records. Support the preparation of financial reports, forecasts, and year-end accounts.

If you are a Financial Planning Administrator and enjoy being the person who keeps everything running smoothly behind the scenes, please send your CV to Harry at Financial Divisions. Our client is a well-established and highly respected financial planning firm in London, who is looking to welcome a

A growing financial services firm in Trowbridge seeks a dedicated IFA Administrator to join their vibrant Service Team. Ideal candidates will have strong administration experience within the financial sector and excellent IT skills.

We’re delighted to be supporting a well-established and growing independent financial planning firm as they look to welcome a Financial Administrator into their team. This is a varied, hands‑on Financial Administrator role within a collaborative team environment, where communication is open and

A respected financial planning firm is seeking an experienced Financial Services Administrator to manage advice cases, support documentation, and ensure compliance.

Get notified about new Administrator jobs in. Fram is working with a boutique financial planning firm in London that provides bespoke advice to a loyal client base of senior finance professionals, including hedge fund managers and private investors. The firm is looking to engage with an experienced

A well-established financial services business in Solihull is seeking an Internal Sales Administrator to support Regional Sales Managers.

Financial Planning Administrator / Wealth Management Administrator / IFA Administrator. Financial Planning Administrator or IFA Administrator role with flexible working. Financial Planning Administrator / Wealth Management Administrator.

Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial PlanningAdministrator to come on board and share their knowledge with the existing team, helping them grow and develop. This will be a complex technical role, with exposure to more than the typical Financi

A reputable recruitment company in London is seeking an entry-level Financial Administrator to join their team. The role offers the chance to build a career in the Financial Planning industry within a supportive environment.

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Sitting in the Sell Side directorate, the MI Wholesale Banks department focuses on the regulation of markets and the regulation of the individual firms that make up those markets, and is critical

Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.

Financial Planning Practice - Financial Services Administrator role. They are looking to augment their successful team by recruiting an experienced Financial Services Administrator to join their office in Newton-le-Willows. You’ll be supporting the Financial Planners & Paraplanners, dealing with n

An established Independent Financial Advice Company which delivers a traditional service in a modern manner. Possible progression into Mortgage, Paraplanning or Financial Advice roles.

CareerMakers Recruitment is currently looking for a Customer Care Administrator on behalf of our client based in Bolton, BL4 area.

Key words: IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Hillingdon, Uxbridge. Experience working in an IFA Administrator or Financial Services Administrator role. IFA Administrator (Flexible / Financial Services).

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham, many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain. This means that our clients in Grantham not

Sewell Wallis is currently supporting a well-established North Yorkshire business based in Harrogate in their search for a Financial Services Administrator to join the small team. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financ

This is for the role of IFA Administrator/Paraplanner supporting a successful IFA and working within a team of Sales support. We are looking for an experienced Administrator/Junior Paraplanner ideally with knowledge using "Dynamic Planner" and therefore the client is happy to offer a base salary up

Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial matters. Financial Services SBU Finance Manager. Provide support to the Finance Manager and SBU to Champion Workday, ensuring t

If you're an ambitious administrator ready to take the next step in financial services, we'd love to hear from you. Contact Jo at Financial Divisions. This is a great opportunity for someone with a strong eye for detail who's looking to develop their career within financial services.

A growing financial planning firm in London seeks a Financial Administrator to provide administrative support to Advisers and Paraplanners.

Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a professional Financial Services Administrator to join their team.

Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance re

Financial Planning Administrator Altrincham. Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a. Financial Planning Administrator.

A financial service firm in Berkshire seeks a Part Time Accounts Administrator to manage financial tasks, support administration, and enhance team communication.

A leading financial advisory firm in Bury is seeking an efficient Administrator to support their Personal Injury Trust Service.

The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capital management. A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Fin

Preparing technical analysis for client meetings using Excel / Voyant / Financial Express and creating and updating bespoke ‘Asset Allocation’ reports.

A leading recruitment agency is seeking a Client Services Support Administrator to join a financial services team in Ipswich. This role involves providing essential administrative support to Financial Planners and ensuring efficient communication with clients. The ideal candidate will have strong or

This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment. Experience in financial services desired, but not necessary.

Wealth Spring is a boutique, one-adviser financial planning business established in 2023. You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. Strong working knowledge of core financial products includin

FINANCIAL ADMINISTRATOR (PART-TIME) - LONDON. Financial Services experience would be beneficial.

As a Financial Services Administrator, you'll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Financial Services Administrator. Join Our Team as a Financial Services Administrator!.

We're searching for a resourceful and enthusiastic Financial Crime Administrator, who will amongst other things, support the day-to‑day operations of the First Line Financial Crime Operations function. Be the first port of call for all Financial Crime customer contact. Liaise with other financial

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team. This is for the role of Financial Services Administrator supporting a successful Financial Adviser. We are looking f

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial ma

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers. Candidates should have 1–3 years of experience in an administrative role within a financial setting and a strong understanding of investments, pensions, and insurance. This is an excell

A leading financial planning firm in London is seeking a Financial Planning Administrator to support Financial Planners and ensure a smooth client journey.