Financial administrator jobs in ChippenhamCreate job alerts

Role: IFA Administrator \n Location: Chippenham \n Salary: £ Negotiable \n \n The Opportunity \n An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. \n \n Role Overview... \n \n \n \n \n \n ZIPC1_UKTJ

Assistant Accountant Full Time & Office Based 6+ MONTH TEMPORARY CONTRACT Calne Up to c.£40,000 \n Are you an experienced accounting professional who is immediately available or on a short notice period? \n Do you enjoy the variety of both accounting and other office duties? \n Do you have previous experience with SAP (or at least Sage)? Interested in joining a dynamic business on a 6+ month fixed term contract? \n If you have answered "Yes" to all of the above, then I would love to hear from you! \n Our client is a well established business and they are looking to recruit an Assistant Accountant on a contract basis. The role is broad and covers several functions which includes the processing of financial transactions, month-end reporting, payroll administration and import/export activities. \n Key Responsibilities \n\n • Assist in the preparation of monthly management accounts and financial reports.\n, • Support the production of monthly Profit & Loss (P&L) statements.\n, • Review, reconcile and amend financial data to ensure accuracy and completeness.\n, • Month-end and year-end financial reporting processes.\n, • Maintain accurate financial records and supporting documentation.\n, • Process journal entries, accruals, prepayments and account reconciliations as required.\n, • Monitor and manage debtor accounts including credit control and collection activities.\n, • Manage logistics-related financial accounts and cost tracking.\n, • Prepare and upload banking transactions and payment files.\n, • Perform bank reconciliations and investigate discrepancies.\n, • Payroll & Expenses\n, • Import & Export Administration\n, • HR & General Administration\n\n Skills & Experience \n\n • Previous experience in an Assistant Accountant, Finance Administrator or similar finance role.\n, • Experience with SAP and/or Sage.\n, • Experience processing payroll and employee expenses.\n, • Understanding of import/export administration (desirable).\n, • Exposure to HR administration processes (desirable).\n, • AAT qualified or studying towards a recognised accounting qualification (desirable)\n, • Competent user of Microsoft Excel and Microsoft Office applications.\n, • Highly organised and methodical approach to work.\n, • Effective communicator with the ability to work across multiple departments.\n, • Proactive attitude with a willingness to support a wide range of business activities.\n\n Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful on this occasion.

Trainee Wealth Planning Administrator (experience within financial services desirable) \n Location: Corsham \n Salary: £26,000 - £30,000 depending on experience \n Hours: Monday to Friday, 9:00am - 5:00pm, office based \n\n • Are you working within financial services and looking to take the next step into Wealth Planning?\n, • Perhaps you have experience in pensions administration, investment administration, working for a provider or another area of financial services, and would like to develop your career within financial planning.\n, • This could also suit someone early in their career, with some financial services experience, who is looking for a company that will provide the training and support to build a long-term career.\n\n About the Company \n We're working with a highly respected Wealth Management Practice with 50+ employees across four offices, which has continued to grow while retaining its friendly, family-oriented culture. \n The business places a huge emphasis on training, mentoring and internal development, with regular one-to-ones, structured support and clear progression pathways. \n The Role \n You'll join an established administration team, supporting Financial Advisers across the client journey. \n The role will include: \n\n • Supporting advisers with day-to-day client administration.\n, • Preparing documentation and maintaining accurate client records.\n, • Liaising with providers and third parties.\n, • Assisting with new business and ongoing client servicing.\n, • Updating internal systems and supporting the wider administration team.\n, • Developing your knowledge across pensions, investments and wider financial planning.\n\n As your knowledge develops, you'll gradually take on more responsibility \n Training & Progression \n You'll receive full training and ongoing support from experienced managers with previous experience of helping people develop their wealth planning skill set. \n What's on Offer \n\n • £26,000 - £30,000 depending on experience.\n, • Monday to Friday, 9:00am - 5:00pm.\n, • Full training and professional qualification support.\n, • Excellent staff retention and a genuinely supportive culture.\n, • Long-term progression within a growing financial planning business.\n, • Pay increases for exams passed\n\n If you're looking to transition your existing financial services experience into Wealth Planning, this is a fantastic opportunity to join a business that will genuinely invest in your development.

Location: Corsham \n Salary: Up to £33,000 (depending on experience) \n Hours: Monday to Friday, 9:00am - 5:00pm (Office Based) \n The Opportunity \n Are you an experienced Wealth Planning Administrator looking to join a well-established Wealth planning business who prides itself on its friendly, close-knit feel that makes coming to work enjoyable? \n Perhaps you're currently working within a smaller practice and would value stronger structure, clear processes, genuine career progression and the opportunity to be part of a business that's continuing to grow. \n If so, this could be the perfect next step. \n About the Company \n We're working with a highly respected Wealth Management Practice with more than 50 employees across four offices. Over recent years the business has grown steadily, creating excellent opportunities for career development while retaining the supportive, family-oriented culture that has always been at the heart of the company. \n People genuinely enjoy working here. The leadership team places a huge emphasis on collaboration, wellbeing and employee development, with regular one-to-one meetings, structured support and clear progression pathways. The Practice Manager is particularly passionate about creating an environment where people feel supported, valued and able to build long-term careers. \n The business is also heavily involved within its local communities, with a culture built around teamwork, professionalism and delivering exceptional client service. \n The Role \n Joining an experienced administration team, you'll play a key role in supporting Financial Advisers throughout the client journey, helping ensure every client receives an organised, efficient and professional service. \n This is a varied role that combines traditional wealth planning administration with client servicing responsibilities, making it ideal for someone who enjoys building relationships, staying organised and being an integral part of the advice process. \n Career Development \n One of the biggest attractions of this opportunity is the firm's genuine commitment to developing its people. \n The company offers: \n\n • Structured career development plans.\n, • Full exam support towards the Diploma in Financial Planning and beyond.\n, • Regular one-to-one meetings and ongoing mentoring.\n, • Genuine opportunities for internal progression as the business continues to grow.\n\n What's on Offer \n\n • Salary up to £33,000 depending on experience.\n, • Monday to Friday, 9:00am - 5:00pm.\n, • Office-based role within a modern and supportive environment.\n, • Full exam support and structured career development.\n, • Salary increases linked to professional qualifications.\n, • A collaborative culture with excellent leadership and strong staff retention.\n, • Genuine long-term progression opportunities within a growing financial planning business.\n\n If you're looking to join a business that combines the stability and opportunities of a larger organisation with the culture and support of a close-knit team, we'd love to hear from you.

Mortgage Administrator | Mortgage Administrator Coordinator | Mortgage Case Administrator. Mortgage Administrator, Mortgage Case Administrator, Financial Services Administrator or Mortgage Support Coordinator. Mortgage Administrator Coordinator.

Trainee Wealth Planning Administrator (experience within financial services desirable).

An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team.This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional envi

Are you an experienced Wealth Planning Administrator looking to join a well-established Wealth planning business who prides itself on its friendly, close-knit feel that makes coming to work enjoyable?. Joining an experienced administration team, you'll play a key role in supporting Financial Adviser

An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional env

As the Financial Services Administrator you will work closely with Financial Advisers and Insurance Specialists, providing essential administrative support while delivering an excellent customer service experience to clients. We here at Siamo are excited to be working with an established, family-run

An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team. This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a profession

As the Financial Services Administrator you will work closely with Financial Advisers and Insurance Specialists, providing essential administrative support while delivering an excellent customer service experience to clients. We here at Siamo are excited to be working with an established, family-run

This role as theFinancial Services Administrator will include the below responsibilities: Handling client administration for IFAs, including new business and policy renewals Deal and solve client enquiries promptly and effectively Managing policy servicing, performing valuations, and working with on

Bell Cornwall Recruitment is seeking an experienced IFA Administrator to support Independent Financial Advisors at a boutique firm in Sutton Coldfield.

Our client is seeking an experienced and highly organised Senior Financial Administrator to join a growing team. Senior Financial Administrator. This is an excellent opportunity for someone who enjoys taking ownership of their work, supporting Financial Planners, and delivering exceptional client se

Stepping Stones Financial Planning LLP is an independent financial services intermediary focused on delivering unbiased, client-centered financial advice. The Client Services Administrator is a full-time, on-site role based in Leicestershire. This role is responsible for providing administrative sup

Siamo Recruitment a division of Siamo Group, a family-run financial services firm, is seeking a Financial Services Administrator to support Financial Advisers and Insurance Specialists.

Artemis Clarke Ltd is seeking a Senior Financial Administrator to join our growing team in the York area. You will support Financial Planners, manage diaries, handle client communications, and oversee end-to-end processing of new business submissions. The ideal candidate will have excellent communic

You'll be required to have previous experience in a Financial Services Administrator or IFA Administrator role and be comfortable working within an independent financial advice, financial planning or wealth management environment. If you're an experienced Financial Services Administrator or IFA Admi

We here at Siamo are excited to be working with an established, family-run financial services firm that operates across a variety of financial services. As the Financial Services Administ.

Financial Planning Administrator – Leamington Spa (Hybrid). A well-established national IFA firm is seeking Financial Planning Administrator to join its growing Wealth Planning team based in Leamington Spa. You will provide comprehensive administrative support to a team of Independent Financial Ad

Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning. Knowledge of financial products and financial planning. An excellent opportunity has arisen for an experienced IFA Administrator / Client Relationship Support professional to join a growing We

A rapidly growing financial planning firm based in Hertfordshire is seeking an experienced IFA Administrator to join their busy team. Provide administrative support to Financial Advisers and Paraplanners. Minimum 2 years’ experience in an IFA or financial planning firm.

We are seeking an Financial Services Administrator to join our Lincoln based client on a full time permanent basis. As an Financial Services Administrator, your key duties will be the following:. The ideal Financial Services Administrator will possess the following skills:.

Seeking a Financial Services Administrator to support planners and advisors by managing client information, correspondence, new business submissions, and client reports within a financial planning practice. Requires previous financial services experience.

Financial Planning Administrator. As a Financial Planning Administrator, you’ll provide high-level administrative support across the practice, including:. Previous experience in a Wealth Management / Financial Planning Administrator position.

Provide administrative and operational support to financial planners, manage client processes, and ensure compliance.

As a Financial Services Administrator, you’ll provide high-level administrative support across the practice, including:. Previous experience in a Wealth Management / Financial Services Administrator position. Experience working in Financial Planning, Wealth Management, or similar Financial Service

Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process.

My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.

Previous experience within IFA Administration, Financial Services, Wealth Management or Financial Planning. Knowledge of financial products and financial planning. Working towards the CII Diploma in Regulated Financial Planning (DipPFS).

Experienced IFA Administrator needed to support a Director in providing client service, handling queries, processing new business, and preparing reports for a Chartered Financial Planner.

Job Title: Financial Data Administrator Salary: £29,000 per annum Contract Type: Full-Time, Permanent Hours: 39 hours per week Relocation Support may be available for exceptional candidates. Role Summary Provide accurate and timely collection, analysis and reporting of operational and financial dat

Wealth Administrator / Junior Financial Planning Consultant Hove / Brighton Area Competitive Salary + Career Progression Full Time | Office Based A growing and client-focused financial planning business is looking to recruit a Wealth Administrator with ambitions to progress into Financial Advice ove

Experienced Financial Services Administrator needed for a growing firm in Horsham.

Join Our Team as a Financial Services Administrator! Location: Horsham Office Hours: 9am - 5pm Salary: £30,000 - £35,000 (Dependent on Experience) Are you ready to take your career to the next level in the financial services industry? We're on the lookout for a dedicated and experienced Financial

This is a Bank role 0hr contract.This is a casual, part-time role offering flexible working.As a Bank Receptionist at a Barchester care home, you'll provide the warm welcome that helps to make sure every resident and visitor feels at home with us.As the first point of contact for almost everyone who

They will primarily be responsible for overseeing all financial and group reporting, as well as the operational and transactional finance departments. Preparation of monthly financial Board report for CFO. Preparing financial reports and information and statutory reporting across key subsidiaries.

With ambitious plans for continued growth, they are seeking a commercially focused finance leader who can provide robust financial control, support operational decision-making and help drive business performance. A broad and varied Financial Controller remit. If you're looking for a commercially foc

A hands-on Financial Controller role in a growing international SME, taking ownership of reporting, compliance, audit and financial controls. Enhancing financial controls, governance and compliance. Supporting senior stakeholders with financial insight and decision making.

A track record of improving financial controls and processes. If you are an experienced Financial Controller looking for a broad, hands-on role within a growing Lincolnshire business, we would be keen to speak with you. Are you a hands-on Financial Controller who enjoys working in a fast-paced SME w

A global leading travel business is looking to recruit an ACA/ACCA/CIMA/QBE financial controller for one of its regions. You will also work at Director and Board level overseeing statutory financial statements, working with other partners, as well as supporting local teams and suppliers by resolving

Prepare financial commentary, governance papers and disclosures for executive and committee-level forums. Own the financial reporting control environment, establishing appropriate standards around validation, review and documentation. Act as a subject matter expert across financial reporting, settin

The Financial Controller will be responsible for management reporting, budgeting and forecasting, cash flow, financial controls and project/contract accounting as well as leading and developing the finance team. Financial Controller for a growing £12million turnover construction and maintenance bus

I'm recruiting for a Commercial Financial Controller to join an growing B2C, product-led business. This is more than a traditional Financial Controller role. Alongside owning financial control, month-end and reporting, you'll play a key role in understanding and improving the commercial performance