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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 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

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. Experience in an IFA, wealth management or financial planning firm in an administrati

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

If you have any further qualifications within Financial Advice / Planning or working towards your Level 4 Diploma in Financial Advice, this would also be to your advantage. My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and

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

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.

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.

If you are an experienced administrator looking for a role within a professional financial services environment, this could be an excellent next step. We are working with a well-established and highly regarded firm of Financial Advisers based in on the outskirts Chesterfield, who are looking to recr

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 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

Financial Services Administrator. Up to 30,000 PA for a candidate with Financial Services experience. Financial support and study time for professional qualifications.

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

Senior Financial Planning AdministratorSenior Financial Planning Administrator About Attivo: Attivo are Lifestyle Financial Planners. About the you: You are an organised and proactive Financial Planning Administrator with at least three years' experience in a similar role within Fi

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. Only 8% of people have access to 1-to-1 financial advice. What do you enjoy most about working within financial advice? *.

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment. Prepare pre-meeting packs for new clie

A prominent care home provider is seeking a Financial Administrator for Church Farm Care Home in Chichester.

A charitable organization in Wirral is looking for a part-qualified Financial Administrator to work part-time for nine hours a week. The role includes managing all financial and banking transactions with the support of the Treasurer, requiring experience with online banking systems such as Quick Boo

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

Are you an organised and proactive Administrator looking for your next challenge? My client, a well-established and highly regarded financial advisory firm, is seeking a confident and detail‑oriented professional to join their close‑knit team on a 6-month maternity cover contract starting mid-Ja

IFA Administrator / Financial Planning Administrator. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have exp

You are an organised and proactive Financial Planning Administrator with at least three years’ experience in a similar role within Financial Planning. As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and their clients, ensuring the smooth coordina

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. Financial Administrator (Xplan) - London.

Client Delivery Lead (Financial Services Administrator). Financial Services Administrator. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices.

Financial Planning Administrator. A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement

An excellent opportunity for an Experienced Financial Administrator to join a well-established company based in York. As a result of their continued success, they are looking to recruit a Financial Administratorto join their team based in their fast-paced Head Office on the outskirts of York.

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

An excellent opportunity for an Experienced Financial Administrator to join a well-established company based in York. As a result of their continued success, they are looking to recruit a Financial Administrator to join their team based in their fast-paced Head Office on the outskirts of York.

Financial Services Administrator. Research a broad range of financial products across all financial sectors. Experience using Financial research tools.

A respected financial services company in London is seeking a Mortgage Administrator to provide exceptional administrative support to mortgage brokers from application submission to case completion.

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.

You are an organised and proactive Financial Planning Administrator with at least three years' experience in a similar role within Financial Planning. Senior Financial Planning Administrator. As a Financial Planning Administrator, you will play a key role in supporting an Associate Director and thei

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

Financial Services, Financial Models, Account Management, General Ledger Accounts, ERP, Payroll, External Auditors, Customer Relationships, Credit Card, Financial Statements, Business Units, Annual Budget, Income, New Clients, Financial Management. An excellent opportunity has arisen for a Financial

A financial services practice based in Trowbridge is looking for a Financial Services Administrator to join their established team. The ideal candidate will have experience in administration within the financial sector and ideally have worked with an Independent Financial Advisor (IFA).

A leading financial services company in the UK is seeking an entry level trainee Financial Services Administrator to join their team in Hove. This is an excellent opportunity to learn about processing financial cases while developing your administrative skills.

We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services. At