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

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

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

We are looking for a Financial Planning Administrator (known internally as Client Executive) to join our team on a 12-month FTC. The Financial Planning Administrator is an integral member of our team in delivering outstanding client experience. The role holder will have experience working in a profe

Previous experience within a Financial Planning Administrator role. This is an exciting opportunity for an experienced Financial PlanningAdministrator to join a successful Advisory practice based out of their City of London office. Working within a friendly, and close-knit team this is a fantastic o

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’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Experience within an IFA or financial services environment.

A recruitment consultancy is looking for an experienced Financial Administrator to join their clients SJP Practice near Harrow, London. The role involves providing administrative support to Financial Advisers, managing client inquiries, and ensuring compliance with company standards.

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

Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations and servers of our rapidly expanding trading operations. In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact w

Financial Administrator (Xplan) - London. Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team. Ideal candidates will have financial services administration experience and strong communication skills.

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 IFA Administrator to support two advisers acro

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

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.

FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROW. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. Chasing financial institutions to provide requested information.

A staffing agency in the United Kingdom is seeking an experienced Administrator to join a friendly team within Financial Services.

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

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.

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

A leading Wealth Management firm based in Gillingham is seeking a Financial Services Administrator. Candidates should have experience in financial services, strong organisational skills, and proficiency with CRM systems like Salesforce. The role involves providing high-level technical and administra

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

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

A leading regulatory body in the UK is looking for a Team Administrator to provide comprehensive support within the Authorisations Division.

Essential:Financial services admin experience: proven background in a similar role within an IFA, wealth management, or financial planning environmentPensions and investment knowledge: strong working knowledge of pension products, investment wrapper

Japanese Speaking Financial Administrator. Submission of SAP related codes in Japanese, as requested by the Financial Controller. An experienced Administrator with an excellent attention to detail.

A leading financial planning firm is looking for a Financial Planning Administrator to support advisers and deliver high-quality client service. Ideal candidates should have experience in financial planning, possess strong organisational skills, and be detail-oriented.

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. To support the Financial Lines Underwriting divisions through defined administrative responsib

A financial services firm in London is seeking a Financial Administrator to support their clients with onboarding, financial administration, and compliance. Candidates should have experience in Independent Financial Adviser business and a degree-level education is preferred.

Position: Financial Administrator (Japanese Speaking). As a Financial Administrator, you will be involved in a broad range of finance and accounting support activities, including:. Assisting with budgeting activities and financial analysis.

Financial Administrator for a Growing Financial Services Firm. An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Job role: Client Services Administrator | Contract Type: Perm | Location: City of London | Salary: £25,000 - £30,000

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

Type of Position: Financial Administrator (IFA) - London, Harrow. The Administrator will help provide admin support to both the office manager and financial adviser. Experience of working within financial services preferable.

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

A leading advisory practice in City of London seeks an experienced Financial Planning Administrator to provide exceptional support to financial advisers. The role involves administration tasks, managing client communications, and requires knowledge of financial products, especially Pensions and Inve

This Financial Planning Administrator will be a key member of the Client Services team within the US team. 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. They build investment

We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning. Experienced Financial Services Administrator. This IFA Administrator job opportunity will work on the outskirts of Liverpool and be based near a train station.

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

Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their friendly team as a Financial Services Administrator, based in their Gillingham office. Key Responsibilities - Financial Services Administrator. We are seeking a highly organised and technically profic

Financial Planning, London hybrid. Financial planning at Finura starts with people, not products. Finura helps clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling.

A recruitment consultancy in Harrow is seeking a Financial Administrator. The role involves providing administrative support to a financial adviser, managing documentation, and ensuring service level compliance. Ideal candidates will have experience in financial services, excellent organizational sk

A financial services firm in the UK seeks a Financial Services Administrator to support their Financial Planner. Ideal candidates will have excellent organizational skills, proficiency with Microsoft Office, and a willingness to learn about financial products.

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.

A Japanese company based in Hertfordshire is currently recruiting a Financial Administrator. All applicants for the Japanese speaking Financial Administrator must have the right to work in the country without any restrictions as the Company is not able to offer visa support. Assisting with budgeting

Sending and following up letters of authority with financial institutions. If you're keen to join an exceptional team who can offer a supportive environment within a well‑established and growing practice, please apply to this Practice Administrator role below or call Angela on (phone number remove

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