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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

IFA Administrator (Part-Time, Fully Remote). We are currently supporting a highly successful, independent Financial Adviser in the appointment of an experienced. Our client is a highly experienced Financial Adviser who has built a strong reputation working with a High Net Worth client base.

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

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

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.

Research a broad range of financial products across all financial sectors. Financial Services Administrator. Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products.

Report any suspicion of financial crime to the Money Laundering Reporting Officer immediately. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex.

Since 1999, they have provided bespoke financial, estate, and investment planning to help clients achieve financial freedom. Supporting Financial Planners in delivering exceptional financial planning services. I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of

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!.

The successful candidate will be ideally working towards Diploma in Financial Planning and have worked for at least 1 year in a Financial Planning Administrator role. We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. They cu

Financial services administrator (level 3). Level 3 Financial services administrator apprenticeship. Training course - Financial services administrator (level 3).

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 services, ideally in VC or PE. Direct EIS + HMRC process experience; experience with custodians/

Financial Administrator (Technical Administrator). Financial/Technical Administrator. 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.

On behalf of our client we are seeking a Financial Services Administrator. As superb well‑established organisation within the financial services industry who genuinely look after their staff.

A respected financial planning firm located in St Helens is seeking an experienced Financial Administrator to manage ongoing financial cases and produce compliant documentation. The ideal candidate will have a strong background in FCA-regulated financial services and possess excellent organizational

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

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

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.

A global financial services firm in Greater London seeks a Financial Services Administrator to provide vital support to financial advisors and clients. The ideal candidate should have at least 2 years of experience in financial services, exceptional organizational skills, and proficiency in Microsof

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

A reputable financial planning practice in Dacorum is seeking a Senior Administrator to manage post-sale administration and support financial advisers. The ideal candidate has a minimum of 2 years' experience in a Financial Planning environment, proficiency with Intelligent Office, and excellent com

A growing financial planning practice is seeking a Financial Services Administrator in Trowbridge. Candidates should have experience in financial services and excellent communication skills.

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 advisers who pride themselves on their bespoke approach to financial advice. Experience

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.

This role would suit a financial services administrator looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. Experience working in an IFA Administrator or

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

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. The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be experienced and fami

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.

A wealth management firm is seeking an IFA Administrator to support financial advisors with the wealth management process. The ideal candidate will have experience in financial services administration and an ambition to progress into a Financial Adviser role within 3 years.

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

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.

This role would suit a Financial Administrator who already has 1‑2 years’ experience within a financial planning or wealth management environment and is comfortable working in a fast‑paced administration role. This is a great opportunity for a Financial Administrator to join a well‑run and s

A recruitment consultancy is seeking a Financial Administrator to join their team in London. This hybrid role involves providing administrative support to the office manager and financial adviser, with responsibilities including reviewing documentation, managing queries, and ensuring effective case

Ideal candidates will have strong knowledge of financial products, relevant FCA regulations, and at least 2 years of administration experience in a UK financial advice firm. A boutique financial planning firm in London is seeking its first hire to provide high-quality administrative support in a hyb

IFA Admin / Financial Services Administrator. Financial Services Administrator. Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.

A financial services provider is seeking a highly organised and detail-focused Financial Services Administrator in Liverpool City Centre. The role involves preparing client information and ensuring accurate documentation in support of financial planning.

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

Underwriting Administrator - Financial Lines page is loaded## Underwriting Administrator - Financial Lineslocations: 30 Fenchurch Avenue, London, UKtime type: Full timeposted on: Posted Todayjob requisition id: JR4021**Join Starr, a global leader in commercial insurance with over a century o

Financial Services Administrator. Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a. Previous experience working within financial services within pensions/investment or insurance essential.

A financial services recruitment agency is looking for an experienced Financial Administrator to join their team in a hybrid role.

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 financial services firm in the United Kingdom is seeking an experienced Financial Services Administrator with 1-2 years in the industry. The role involves supporting financial planners by setting up appointments, preparing valuations, and processing adviser instructions. Candidates must have exper

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

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

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