Financial administrator jobs in South Croydon - Page 2Create job alerts

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

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

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.

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

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

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

Keywords: IFA Administrator, Adviser Support, Financial Planning Administrator, Client Manager, Sales Support. Support several Financial Advisers and Paraplanners, ensuring the smooth and efficient delivery of financial planning services. Specialising in investments and pensions, we pride ourselves

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.

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

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. You’ve spent at least 2 years in a financial advice / wealth planning administration role and understand the importance of reliability and accuracy in a regulated i

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

Facilitate and complete Annual Reviews in coordination with Financial Planners. Keep Financial Planners updated on cases in progress. Financial Planning Support, or at least 1 year as a trainee FP Assistant.

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

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

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 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

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 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.

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.

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

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

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

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.

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

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

This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise. Financial Administrator or Junior Paraplanner. If this sounds like the role for you, please send your CV and a short covering note

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

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.

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

A respected financial planning firm in Epsom is seeking an experienced IFA Administrator to join their team. Ideal candidates will have at least 1 year of experience working with high net worth UK clients and a strong understanding of financial planning and investment management services.

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.

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 successful Financial Services Accounts Administrator should have:. Knowledge of financial services regulations. Known for their commitment to excellence, they specialise in providing tailored financial services to their clients and fostering a professional work environment.

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. One of our valued clients has a vacancy for a mortgage administrator. This is an excellent opportunity to join a City base

I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1). Working in a collaborative, fast-paced, and client-focused team, you will support the Financial Planners and Paraplanners with