Financial administrator jobs in Sunbury-on-ThamesCreate job alerts

Are you an experienced IFA Administrator who takes pride in running a smooth, well-organised operation — and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly regarded, independent wealth management practice based in Hampton. You’ll work d

This is an excellent opportunity for an experienced IFA Administrator or Client Services professional to join a well-established and highly personable financial planning firm based in West Sussex. The business takes a genuinely holistic and relationship led approach to financial planning and is look

Financial Administrator or Junior Paraplanner. This is not a typical administrator role – it combines the traditional responsibilities of financial services administration with the exciting opportunity to utilise.

Our client is a successful and established IFA firm with this office based in Cobham and they are currently looking for an experienced IFA Administrator to join their team. The company is an established IFA firm offering full Financial Planning to their clients. This is for the role of IFA Administr

Junior IFA Administrator – Outstanding Career Opportunity. This is an exceptional opportunity for a motivated individual to join a highly respected, boutique financial planning firm in Surrey. If you’re ambitious, eager to learn and ready to start your journey into the world of financial plannin

The Financial Administrator would be recruited to supplement their already established team. Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast Belfast client. Our client has been in operation for a number of years and has a very good name

Trainee Financial Advisor / Administrator – Boutique Wealth Management Practice. Are you an experienced IFA Administrator who takes pride in running a smooth, well-organised operation — and loves being at the heart of a small, client-focused team? This is an exciting opportunity to join a highly

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

A manufacturing company in the UK is seeking a Sales Administrator to manage orders and assist customers, both new and existing.

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 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.

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

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

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

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 clients to support Financial Planners. Collaborate with Financial Planners to create client engagement l

A leading Independent Financial Advice firm in Durham is looking for an IFA Administrator to join their friendly back-office support team. The ideal candidate will have over 3 years of financial planning administration experience and experience with Intelligent Office (IO). This role involves suppor

You’ll need to bring at least 2 years of financial administration experience within a wealth planning or financial advice business. Octopus Money brings together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence. If

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

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

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. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the o

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

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

Thrive Group are delighted to be working with our established Wiltshire based financial services client who are actively seeking an Administrator. Proven administrative experience gained within financial services is essential.

We have a fantastic vacancy for a Financial Administrator to join our busy East Molesey Office. Perspective Financial Group Ltd does not provide financial advice itself. You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at

Financial Services Administrator. Proven administrative experience gained within financial services is essential.

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 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 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

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

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

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 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.

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 clients to support Financial Planners. Collaborate with Financial Planners to create client engagement l

Due to continued growth, the firm are seeking an experienced Financial Services Administrator to join the team. Basic understanding of financial products and financial planning processes. Financial Services Administrator.

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).

Trainee Financial Advisor / Administrator – Boutique Wealth Management Practice. Are you an experienced IFA Administrator who takes pride in running a smooth, well‑organised operation — and loves being at the heart of a small, client‑focused team? This is an exciting opportunity to join a hi

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

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.

IFA Admin / Financial Services Administrator. Financial Services Administrator. Proficiency in financial systems and CRM software.

The IFA Administrator plays a key role in supporting Independent Financial Advisers by providing efficient administrative and client service support. Previous experience in financial services administration (IFA environment preferred).

Financial Administrator • London, United Kingdom. Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach. The company aims to exceed expectations by recognising that financial needs and circumstances naturally evol

A successful Financial Services Accounts Administrator should have:. Proficiency in financial systems and software. Knowledge of financial services regulations.

Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.