Financial administrator jobs in SwintonCreate job alerts

Financial Adviser Administrator – St James Place. NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients. An experienced IFA Administrator is required to join their small but busy team based in Alt

Trainee Financial Planning Administrator. Start your financial planning career with a team that invests in you. If you're hungry to learn, curious about how financial advice really works, and want a career with long term progression, this is your entry point.

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

Title: Financial Services Administrator/Transfers Case Handler Location: Hybrid - 3 days in Manchester, 2 days remote (after probation) Salary: £27,300 WHO WE ARE: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We

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.

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

A financial services provider in Manchester is seeking a Trainee Financial Planning Administrator to jumpstart a career in finance.

A diverse professional practice in Slough seeks management accountants to produce management accounts for UK and international clients.The role offers support for professional education and progression in a friendly environment.Essential skills include double entry bookkeeping and VAT returns, with

Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in London are con

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 Administrator (Japanese Speaking). Carrying out any other general financial administrative duties as assigned by the Financial Controller. Submitting SAP-related codes in Japanese as requested by the Financial Controller.

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

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

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

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. So, our financial services administrators n

This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment. Experience in financial services desired, but not necessary.

Financial Services Administrator/Transfers Case Handler. For advertising purposes, we call this role a Financial Services Administrator but internally at ii, the role is called a Transfers Case Handler. We also bring impartial, expert content from our award-winning financial journalists, highly enga

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

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

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

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.

Senior Financial Planning Administrator. We are looking for a Senior Financial Planning Administrator (internally known as Senior Client Executive) to join our team and support the delivery of outstanding client experience at Progeny as part of our high-value client proposition. You will also need t

James’s Place experienced Senior Administrator to join this dynamic and proactive Partner Practice, who specialise in providing a range of investment and retirement products and solutions to meet the financial goals and objectives of their clients. Please note that this Partner Practice will condu

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

We're seeking an experienced Financial Planning Administrator / Senior Financial Planning Administrator to join them on their journey. Are you an experienced or Senior Financial Planning/Wealth Administrator looking for your next challenge and an opportunity to further your career? Maybe you have a

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

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 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

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

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

The role involves handling administrative tasks, managing data, and supporting clients and advisors within a busy financial services environment. A respected recruitment agency is seeking a Client Support Administrator in Manchester.

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 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 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

Experience in an IFA, wealth management or financial planning firm in an administrative or client support role. Financial Services Recruitment that reflects your brand. Financial Planning, London hybrid.

Financial Administrator – Church Farm Care Home. 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.

A financial planning firm in Lancashire is seeking an experienced Financial Services Administrator. This individual will provide essential administrative support to ensure the smooth running of all financial planning activities.

Client Delivery Lead (Financial Services Administrator). Succession Wealth is an independent financial planning and wealth management business, part of the Aviva Group, with over 900 employees across the UK. We provide wealth management and financial planning services to individuals and corporate cl

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 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.

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