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Client Support Administrator (ref AL1405S) St Ives, Cambs (hybrid 1 day per week working from home) Salary £25,000 - £34,000 dep on exp + benefits My client is an established Wealth Management organisation and they now have a fabulous opportunity for an experienced administrator, who is IT literate and able to build and nurture client relationships to join their team.Ideally you will have a financial services background. The Role The Client Support Team is fundamental to the success of this business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey.As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service. Duties & Responsibilities • Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and proc...

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

A financial services company in Brighton seeks a highly organized Practice Administrator to support financial advisers and manage client interactions.

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

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

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. The Authorisations Division is the initial point of contact for firms and individuals seeking to provide regulated financial services in the UK.

A Family run construction builder based in the Tadley area looking for an Office administrator to join there already talented team.

A Japanese company is seeking a Financial Administrator who is fluent in both English and Japanese.

Experience in financial services desired, but not necessary. 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.

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. Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the upd

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,

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

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

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.

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. Support with financial analysis and reporting to the FS heads to enable informed planning and decision making. Support

About the Role - Financial Services Administrator. About You - Financial Services Administrator. Key Responsibilities - Financial Services Administrator.

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 build investment

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

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.

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

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

A recruitment consultancy is seeking a Financial Administrator to join their team in London. Ideal candidates will have experience in financial services and strong organisational skills. An understanding of financial products and proficiency with IT tools are advantageous.

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.

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

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

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

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

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

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.

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 global financial services firm is seeking a highly organized Senior IFA Administrator to join their team in Greater London. This full-time role involves providing comprehensive administrative support to financial advisors, managing client onboarding, and ensuring smooth operations of financial ser

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.

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

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

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 professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FC

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’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 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.

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.

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

Investment Management, Financial Services, Office Administration. 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 pri

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

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 leading Wealth Management firm based in Gillingham is seeking a Financial Services Administrator. The role involves providing high-level technical and administrative support to financial planners and ensuring smooth delivery of client services. Candidates should have experience in financial servic

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. 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. They cu