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Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Financial Planning Administrator (Full-Time)Location:Loughborough - HybridSalary:Up to £30,000. Why Join Us?Were looking for a proactive Financial Planning Administrator to join a values-driven, collaborative wealth manageme

Senior Financial Planning AdministratorLocation - Wimborne Minster, Dorset (BH21)Salary Up to £35,000, depending on experienceHours - Full-time / In officeAn exciting new opportunity has arisen for a Senior Financial Planning Administrator to join a family run practice who an Appointed Representat

Financial Services AdministratorLocation: Gillingham, DorsetSalary: Highly CompetitiveJob Types: Full-time, Permanent - Hybrid working availableAre you looking for a career in Financial Services?Due to continued growth, Future Wealth Management has an exciting opportunity for you to join their frien

Job Title: Senior Financial Administrator Location: Market Harborough Job Type: Full Time Salary: £27,000 £32,000 per annum (dependent on experience)OverviewAre you an experienced IFA Administrator looking for a senior, hands-on role where you can take ownership, work with clients, and support

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

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.

FINANCIAL ADMINISTRATOR (SJP) - LONDON, HARROW. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. Chasing financial institutions to provide requested information.

Graduate Financial Services Administrator. Graduate Financial Services Administrator. You’ll support Financial Advisers with administration, client documentation and liaising with providers.

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

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. Get notified about new Finance Administrator jobs in. Finance Administrator - London - Theod

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.

As a Financial Planning Administrator, you'll sit at the heart of the client journey, supporting Financial Planners while acting as a reliable and friendly point of contact for clients. If you're a Financial Planning Administrator looking to join a firm where financial planning is done properly - wi

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

About You - Financial Services Administrator. 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.

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

Type of Position: Financial Administrator (IFA) - London, Harrow. The Administrator will help provide admin support to both the office manager and financial adviser. Experience of working within financial services preferable.

A respected financial planning firm in St Helens is seeking an experienced Administrator (Financial Services) to manage ongoing advice cases and support advisers with high-quality administrative tasks.

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

Sewell Wallis is currently supporting a well-established North Yorkshire business based in Harrogate in their search for a Financial Services Administrator to join the small team. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financ

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

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

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.

A well-established commercial enterprise in Cambridgeshire is seeking a Payroller to join their dynamic payroll team.The role involves submitting data to HMRC, processing payroll, and managing compliance aspects.Ideal for candidates who thrive in busy environments and enjoy a collaborative team sett

Orka Financial are looking to recruit a Part Time Accounts Administrator, for their client based in Reading. For further information please contact alison@orkafinancial. Working closely with the management team, staff, parents, you’ll play an important part in supporting financial administration,

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

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

A respected financial planning firm located in St Helens is seeking an experienced Financial Administrator to manage ongoing financial cases and produce compliant documentation. The ideal candidate will have a strong background in FCA-regulated financial services and possess excellent organizational

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers. Candidates should have 1–3 years of experience in an administrative role within a financial setting and a strong understanding of investments, pensions, and insurance. This is an excell

Financial Administrator (Technical Administrator). Financial/Technical Administrator. If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you.

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.

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

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

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

Our client, a multi-award-winning estate agency, based in Quedgeley are looking for a confident Administrator to join their Financial Services team on a full time, permanent basis. The main purpose of this role is to provide high quality administrative support to all of the Financial Services team.

A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows. You will support Financial Planners and Paraplanners with new business administration, client suitability letters, and handling client queries.

Keep updated on the latest jobs in the market.The role: Associate Client Advisor / Trainee Insurance Advisor.We recruit for potential and not industry experience, we are seeking individuals who aspire to be leading contributors to our business and who can embrace the opportunity to complete our appr

We are looking to hire an experienced Financial Planning Administrator or Client Services Manager who can become the operational anchor of the business. The firm structure today is deliberately simple: one lead financial planner (Emma) focused on client advice, and myself as Managing Director respon

Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate. Research products, financial planning solutions and investment strategies.

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

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.

Financial Planning Practice - Financial Services Administrator role. They are looking to augment their successful team by recruiting an experienced Financial Services Administrator to join their office in Newton-le-Willows. You’ll be supporting the Financial Planners & Paraplanners, dealing with n

Time Appointments are working on behalf of a prestigious financial services establishment based in Ipswich, who are recruiting for a professional Financial Services Administrator to join their team.

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

A financial service firm in Berkshire seeks a Part Time Accounts Administrator to manage financial tasks, support administration, and enhance team communication.

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