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Job Description Quick Questions: - Do you have experience working as a Financial Services Administrator? - Are you looking to join a leading firm that offers excellent benefits and career development opportunities? Benefits: - 25 days annual leave plus bank holidays - Additional holiday: +1 da

A financial planning firm in Oxford seeks a Senior Financial Planning Administrator to support a Senior Financial Advisor.

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm. If you are

Financial Services AdministratorHours Full Time, 9am-5pm Monday-FridayLocation Summertown, North OxfordSalary Highly Competitive + benefits (DoE)The role of Financ

Dawn O Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investmen

The Financial Admin and Operational Support role is a key senior position responsible for providing efficient and effective support to the business, undertaking a wide range of financial and production related administration, shipping coordination, reporting, purchasing and general support to the Op

AFME is the European member of the Global Financial Markets Association (GFMA), a global alliance with the Securities Industry and Financial Markets Association (SIFMA) in the US, and the Asia Securities Industry and Financial Markets Association (ASIFMA) in Asia. The Association for Financial Marke

A financial planning firm in Greater London is seeking a dedicated Client Support Specialist to enhance the client experience. The ideal candidate has client support experience in financial planning, is confident with provider platforms, and possesses strong organizational skills.

A recruitment agency in the UK is seeking a Financial Services Administrator to manage client relationships and support Financial Consultants. The candidate will need to have experience in financial services and excel in maintaining accurate records while ensuring compliance.

A Japanese company in the UK is looking for a Financial Administrator who speaks Japanese for a hybrid role in Hertfordshire.

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

A global financial services firm is seeking a CRM Administrator to enhance and manage their internal CRM platform.

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 are a well established Financial Planning practice based in North Bristol and are currently looking to recruit a Financial Services Administrator to join their long-standing workforce. The successful candidate will have previous experience working within the Financial Services sector, (ide

Have you gained good administration experience within a Financial Services environment? Perhaps you have provided administration support to IFAs? Interested in joining a growing firm that like to develop their staff? Our client is a growing financial services practice that specialise in giving exper

We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and maintain excellent client relationships. Financial Services experience – at least 2 years with a good understanding of fi

A leading company in commercial interiors based in York is looking for an Experienced Financial Administrator.

Our client is a growing Transfer Agency operation based in London and part of a global corporate services group.They have an excellent opportunity for an experienced Transfer Agency specialist with the ability to share expertise with the team.A senior member of a team processing investor transaction

A global financial services and fund administration firm is looking for an experienced CRM Administrator to support, optimise, and develop its internal CRM platform. Experience in private equity, alternative investments, or financial services is highly valued.

A leading financial planning firm in the East Midlands is seeking an experienced Administrator to join their team. The ideal candidate should have a background in Financial Planning, though this is not a prerequisite.

We are working with a well-established and highly regarded firm of Financial Advisers based in on the outskirts Chesterfield, who are looking to recruit an experienced Administrator to support their growing team. If you are an experienced administrator looking for a role within a professional financ

A client-focused recruitment agency in the UK is seeking a Client Associate/Administrator to support Financial Planners and maintain accurate client information. The ideal candidate will have prior experience in Financial Services, be detail-oriented and organized, and possess excellent communicatio

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.

A recruitment agency is looking for a Japanese Speaking Financial Administrator in Hertfordshire.

A financial services recruitment agency is seeking an IFA Administrator in Wokingham. The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial servi

Financial Services AdministratorHours Full Time, 9am-5pm Monday-FridayLocation Summertown, North OxfordSalary Highly Competitive + benefits (DoE)The role of Financ

A leading financial market association in London is looking for an Events Administrator to support the planning and execution of various events including conferences and webinars. The Events Administrator will be responsible for managing event registrations, coordinating logistics, and assisting wit

Our Trainee Fund Administrator programme is key to our success.

Based in the close to Liverpool Street station (London), they are a successful and established Financial Services Practice employing over 60 Advisers and Support Administrators. This is an excellent opportunity to join a City based Financial Services Practice and as part of a team, to provide client

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

Macrobond is a leading provider of global economic and financial data and technology for investment professionals. We are looking for a resourceful and team‑oriented legal contract administrator for 6 months FTC with experience in contract administration, legal operations, or commercial legal role

The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard

A detail-focused, highly organised administrator. Client Associate / Administrator. You will play a key role in supporting the Financial Planners, Personal Assistants and Paraplanners - helping them deliver an exceptional service to every client, every time.

A successful Financial Services Accounts Administrator should have:. Support the team with month‑end and year‑end financial close activities. Contribute to improving financial processes and procedures.

JapaneseSpeakingFinancialAdministrator. JapaneseSpeakingFinancialAdministrator-Responsibilities:. JapaneseSpeakingFinancialAdministrator-Requirements:.

A leading financial services firm is seeking a detail-oriented Financial Services Administrator to join their dynamic team. Key responsibilities include preparing financial documentation and assisting in financial planning, requiring strong organisational and analytical skills. The successful candid

My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. If you have any further qualifications within Financial Advice / Planning or working towards your Le

Experience in an IFA, wealth management or financial planning firm in an administrative or client support role. 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 managemen

A reputable financial service provider in Stokenchurch seeks a full-time Financial Administrator to provide excellent client support. Responsibilities include managing client inquiries, assisting with financial documentation, and ensuring compliance in all administrative tasks. This position is idea

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

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

Job Title:Financial Planning Administrator / Client Relationship ManagerSalary: £28,000£30,000 (DOE) + discretionary bonusLocation: Witney, Oxfordshire (Hybrid)About Us</p

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 financial planning firm in Lancashire is seeking a Financial Services Administrator to provide essential administrative support.

We are looking for a part-qualified/experienced Financial Administrator to work part-time in our office in Bebington for two mornings a week. They will be managing all of our financial and banking transactions with support from the Treasurer and Volunteers, reporting to the General Manager.

We are looking for a detail‑oriented Financial Administrator to work alongside the Project Accountant to support the financial and overall site administration for Projects. Financial Administrator – Atlantic Projects Company.

Financial Services Administrator. Experience in financial services. Up to 30,000 PA for a candidate with Financial Services experience.

A leading financial data provider based in London is seeking a legal contract administrator for a 6-month FTC.