Financial administrator jobs in Cheltenham - Page 2Create job alerts

Financial Services Administrator We are seeking an experienced Financial Services Administrator to join a well-established advisory team. Key Requirements * Minimum 5 years’ experience in financial services administration, ideally within pensions or wealth management * Stron

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

Senior IFA Administrator (Financial Services)£35,000 - £40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Fi

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A successful advisory practice in the City of London is seeking a Financial Planning Administrator. You will support financial advisers, undertake complex technical tasks, and collaborate within a vibrant team. With flexibility for remote work on Fridays, this position offers a fantastic opportunity

Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years’ experience. This role wou

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

A financial services firm is seeking an experienced Senior IFA Administrator. With at least 5 years of experience in IFA administration, you will be tasked with a range of responsibilities including running risk profiles, preparing compliance documents, and supporting financial planners.

If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Administrator (Financial Services). Financial/Technical Administrator.

Previous experience supporting financial advisory teams or working in a financial planning firm. UK Financial Advisory Administration Team in a dynamic financial services environment. Assist the UK Financial Advisory team with data entry, document review, and correspondence related to client account

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

They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. Previous experience w

My client is currently looking for a Financial Services Administrator to join their team in Blackpool.

A respected financial planning firm in St Helens is seeking an experienced Administrator (Financial Services) to manage ongoing advice cases and support advisers with high-quality administrative tasks.

Experience in an IFA, wealth management or financial planning firm in an administrative or client support role. Financial Services Recruitment that reflects your brand. Financial Planning, London hybrid.

An excellent opportunity for an Experienced Financial Administrator to join a well-established company based in York. As a result of their continued success, they are looking to recruit a Financial Administrator to join their team based in their fast-paced Head Office on the outskirts of York.

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

We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their tech

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They provide clear com

Working within a friendly, and close-knit team this is a fantastic opportunity for a Financial Planning Administrator 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 technical work (such as

An excellent opportunity has arisen for a professional Technical Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals and Business Owners. The Role: Technical Administrator.

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.

A financial planning firm in St Helens is seeking a Financial/Technical Administrator to deliver high-quality administrative support. The ideal candidate has experience in FCA-regulated financial services, strong technical understanding, and excellent organisational skills.

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. The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Ma

A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows. You will support Financial Planners and Paraplanners with new business administration, client suitability letters, and handling client queries.

Financial Services Administrator. Research a broad range of financial products across all financial sectors. The ideal person - Administrator.

Senior Administrator to join its growing operations team in Bristol.

A leading financial services firm in Altrincham seeks a detail-focused Financial Planning Administrator to provide professional support to clients and IFAs. The ideal candidate has strong administrative skills and prior experience in financial services.

My client is now looking for an experienced Financial Services Administrator to join their team. You will be experienced and familiar with a wide variety of financial products as well as regulatory requirements. The role will see you supporting financial planners by setting up appointments, preparin

Graduate Financial Services Administrator. Graduate Financial Services Administrator. If you’ve already gained some exposure to financial services, that’s a bonus — but not essential.

Perspective Financial Group Ltd does not provide financial advice itself. This is an exciting time to join our growing Mergers & Acquisitions Team within Perspective Financial Group. Office: Perspective Financial Group Ltd.

To manage AP and AR (of course on DEXT and Xero); VAT returns; work with accountants on year end reports and corporate and personal tax returns; and just find ways to be better financially managed.

Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing client portfolio. Join us in providing holistic financial planning solutions that make a difference in the liv

We\’re looking for a driven and adaptable Financial Operations Administrator to join our fast-growing climate tech company. Reporting to the Finance Director, youll play a key role in strengthening our financial operations and supporting our continued growth.

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. Join us to deliver remarkable financial solutions to clients. The ideal candidate should have at least 2 years of experience in financial services,

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team.

A recruitment agency is seeking a proactive Administrator to support Financial Advisers in the UK.

Experience in financial advice administration: You’ve spent at least 2 years in a financial advice / wealth planning administration role and understand the importance of reliability and accuracy in a regulated industry. You’ll need to bring at least 2 years of financial administration experience

Experience working in an IFA Administrator or Financial Services Administrator role. Are you an IFA Administrator looking to join a well-established IFA that offers you 33 days holiday, hybrid working and an excellent work life balance? On offer is the opportunity to join client focused financial ad

Financial Services / Lettings Administrator for R&G Financial Advisers in Milngavie town centre. Due to continued growth, we are looking to recruit a part-time Financial Services / Lettings Administrator to join our Milngavie branch. Strong presence in Financial Services and an excellent reputation

You will need some experience as a financial planning administrator. You might not and want to be the best administrator you can be. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus.

A financial services recruitment agency is seeking an IFA Administrator in Wokingham. The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial servi

The Financial Times is one of the world’s leading news organisations, globally recognised for its authority, integrity and accuracy, with a mission to deliver quality information and services worldwide.

The Financial Administrator is an essential role, responsible for assisting the Finance and Operations Manager in the development, administration, and financial management of this c. To maintain good financial records.

Financial Planning Administrator Hale. 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.

As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independen

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. Castlegate is seeking a Financial Services