Financial administrator jobs in LowestoftCreate job alerts

My client is a boutique advice practice based in the East of Suffolk. My client is currently looking for an experienced Senior Financial Planning Support Administrator who is capable of hitting the ground running to help bolster their existing team of advice administration professionals, this is a new position to add some needed support resource to a busy and growing team. You will join my clients already experienced team of administrators, supporting them and the businesses team of four advisers in this position focused on administrative support. The Role: The Senior Financial Planner Support position is designed for an experienced individual who can provide a higher level of technical and administrative support to my clients advisers. You will be expected to take greater ownership of client cases, demonstrate a deeper understanding of financial products, and help guide and mentor junior team members. Key Responsibilities: • You will provide advanced technical and administrative support to financial planners., • You will prepare complex client reports and suitability letters., • You will conduct product and platform research, offering technical input for client recommendations., • You will manage relationships with clients and providers at a senior level., • You will ensure all work complies with FCA regulations and company standards., • You will support the training and development of junior and lead support staff. Requirements: • Extensive experience in a financial planning or IFA support role., • Experience of using Intelligent Office., • CII Level 4 Diploma in Regulated Financial Planning (desirable)., • Strong technical knowledge of financial products, platforms, and providers., • Excellent organisational, analytical, and communication skills., • Ability to work independently and take initiative., • Experience mentoring or supporting the development of colleagues. What my client offers: • Competitive salary and benefits package., • 25 days holiday plus bank holidays., • Pension scheme., • Professional development opportunities, with study support where relevant., • A supportive and friendly working environment, in a good location, with free parking

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,

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

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

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

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

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

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

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.

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

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

Business AdministratorLocation: HorshamSalary: Highly Competitive + BonusHours: Part Time /Hybrid working pattern availableBusiness AdministratorWe are a busy and g

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

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

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

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.

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.

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 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 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.

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

Finura helps clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling. Experience in an IFA, wealth management or financial planning firm in an administrative or client support role. Financial Services Recruitment that

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. Provide support to the Finance Manager and SBU to Champion Workday, ensuring the system is being used consistently and

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

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

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

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.

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. Finance Administrator - London - Theodo UK. Join us in providing holistic financial planning

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 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

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 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 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

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

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

Experience working within a partner financial planning practice is advantageous. Greeting clients and supporting them ahead of meetings with the Financial Adviser. Sending and following up letters of authority with financial institutions.

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 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

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.

Experience within an IFA or financial services 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.

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

In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact with users at various levels all across our organisation. Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations

The firm is looking to engage with an experienced IFA Administrator to support two advisers across all aspects of client administration. Investment Management, Financial Services, Office Administration. Get notified about new Administrator jobs in.