Financial administrator jobs in SouthamptonCrear alertas

A financial services provider in Southampton seeks a Senior Administrator in the Investor Services Registration Department.This role involves ensuring accurate reviews of AML/KYC files, coaching junior team members, and maintaining strong client relationships through participation in calls.Candidate

A financial services provider in Southampton is seeking a Lease Administrator to manage the administrative lifecycle of opportunities from proposal to payout. The ideal candidate will have excellent communication and interpersonal skills, ensuring compliance with FCA and DPA regulations while provid

Reports to the Senior Financial Reporting Manager. Review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements. Accounting or Audit, ideally in the alternative funds sector (either in-house with a fund manager or a fund administrator).

A leading fund administration provider in the UK is seeking an experienced Salesforce Administrator to optimize their Salesforce platform and support business objectives. The ideal candidate has 3+ years of Salesforce experience in the financial domain and excellent interpersonal skills.

Do you have experience working as a Financial Services Administrator?.

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

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.

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

A finance consultancy in Fareham is seeking a detail-oriented Financial Planning Administrator to support the financial planning team. Applicants should possess at least 5 GCSEs including Maths and English, along with experience in financial services and strong organizational skills.

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

Financial Services experience – at least 2 years with a good understanding of financial products and FCA principles. We are looking for several Financial Planning Administrators (known internally as Client Executives) to join our team and manage specialised administration support/services and main

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

As a Financial Planning Administrator, you will support the financial planning team to deliver a seamless client experience. Please be aware that any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA), which

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 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 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.

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

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 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

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

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. What do you enjoy most about working within financial advice? *. Please note, we embrace the use of AI at Octopus Money but are interested in what you enjoy about wor

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. Join us to deliver remarkable financial solutions to clients. The ideal candidate should have at least 2 years of experience in financial services,

A well-established financial services company in Leicester is looking for a Technical Administrator to manage various administrative tasks. This is an opportunity to join a dynamic team in the financial services sector.

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.

RECfinancial are supporting a long established manufacturing company based in Leicester, to appoint a Sales Administrator to join their existing team on a full-time permanent basis, 39. THE ROLE – SALES ADMINISTRATOR. This Sales Administrator role will suit someone wishing to develop their skillse

You have worked as a Financial Administrator before, providing excellent customer service, and have a friendly manner both face to face and over the phone. Financial Administrator – Church Farm Care Home.

Experience in financial advice administration: 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 industry. You’ll need to bring at least 2 years of financial administration experience

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 roles,

A reputable financial planning company in the UK is seeking an experienced Financial Planning Administrator to support an Associate Director and deliver exceptional client service. The ideal candidate will have a background in financial planning, superb organisational skills, and proficiency with In

Financial Administrator (Japanese Speaking). Carrying out any other general financial administrative duties as assigned by the Financial Controller. A highly experienced Administrator with strong attention to detail.

Business administrator (level 3). Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Ideally we would like a self‑starter, ambitious person looking to forg

As a Financial Planning Administrator you will provide essential administrative support to the Financial Planners, ensuring the smooth and compliant delivery of advice and services to clients. Dynamite Recruitment are supporting the recruit of a Financial Planning Administrator to join an Independen

Financial Planning Administrator. 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

A financial services recruitment agency in the United Kingdom is seeking a detail-oriented Financial Planning Administrator to join their team.

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