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We are seeking a proactive and detail-oriented Financial Planning Administrator to support Financial Advisers with the day-to-day administration of client portfolios.This role is ideal for someone with at least 2 years’ experience in the UK financial services industry who is looking to develop the

Are you an enthusiastic Wealth Management Administrator ready for your next opportunity? Would you enjoy playing a support role within a busy and successful financial services practice? This is an excellent opportunity to join a highly successful St. James’s Place Partner Practice, providing high-quality financial advice across Pensions, Investments, Tax Planning, and Protection. The team pride themselves on delivering an exceptional level of service, and this role offers the opportunity to contribute positively to both the client journey and the continued success of the business. The Rewards • Supportive working environment, • Opportunity to broaden your skills and experience, • Joining a motivated and professional team, • Career progression and ongoing development opportunities The Role – Administrative Assistant As part of the team, you will provide comprehensive administrative support to both colleagues and clients of the Practice. Duties will include: • Managing a wide variety of administrative tasks, • Preparing and collating key data for reports and portfolio reviews, • Handling enquiries and correspondence from clients and providers, • Maintaining the client database and diary management for the Partner and Advisers, • Processing new business and liaising with SJP administration teams, • Supporting the smooth day-to-day running of the Practice Training will be provided where required, alongside scope to develop your knowledge and progress within this exciting and fast-paced environment. The Person – Administrative Assistant To be considered for this role, you will ideally have: • Previous experience within an IFA or financial services administration role, • Knowledge of pensions, investments, and protection products (desirable), • Excellent organisational skills with strong attention to detail, • IT proficiency and the ability to quickly learn new systems, • Strong written and verbal communication skills, • A professional and client-focused approach If you are looking to join a growing and supportive Practice where your contribution will be truly valued, we would love to hear from you

Administrator Meriden Salary: £27,000 - £30,000 Hours – Monday-Friday 9am-5pm (Office based) We are looking for an experienced Administrator to join a friendly team working within Financial Services. You’ll play a key role in a busy, collaborative team, handling everything from client communications to processing new business. You will be involved in: Support with day-to-day admin Manage diaries and coordinate meetings Prepare client review packs and follow-up actions Liaise with clients and providers Process new business Draft suitability letters and maintain accurate records You will have: 3+ years in experience in administration (ideally from Financial Services) Highly organised with great attention to detail Confident communicator with a proactive mindset Comfortable using Microsoft Office They company are offering a competitive salary, pension + BUPA healthcare (after probation) Free parking and Study support & career development opportunities Full training will be given within this role, if you feel this is the position for you please do not hesitate to apply !!! The team at Plum Personnel are totally committed to customer service and the principles of equality and diversity in recruitment and employment. Your application will be carefully considered in line with the skills, experience, knowledge and achievements appropriate and relevant to the job advertised and other similar roles that may be suited. You will be contacted by Plum Personnel within 48-hours of your job application if you are selected. If you do not hear from us within this timeframe it means your application for this job has not been successful on this occasion. If you have previously Registered with us and are interested in the role, please do not hesitate to contact us directly

Are you an experienced Financial Services Administrator, IFA Administrator, Wealth Management Administrator or PA looking for a rewarding part-time opportunity within a professional, client-focused business?. PA / Administrator (Financial Services / Wealth Management) | Chalfont St Peter, South Buck

Financial Services Administrator (IFA Support). This is an excellent opportunity for an experienced Financial Services Administrator to join a supportive and professional IFA environment. Specialist Recruiters in Financial Services.

A vacancy has come available for a Senior Financial Administrator who can work very closely with the Advisers in the London office in a pod structure. If you are studying for exams, then my client will support you with this but this role will suit a career administrator. This financial planning arm

Smith & Wardle Financial Planning is looking for an experienced IFA administrator to work remotely in the UK. Ideal candidates will be detail-oriented, independent, and have extensive experience in the financial planning sector.

Placrrecruitment Co is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton Area. Ideal candidates have experience in financial services or wealth management and possess strong organisational and communication skills. The role offers genuine career progression i

A passion for financial planning with proven experience working in administration for a Financial Planning firm. Financial Planning Administrator. Experienced Financial Planning Administrator.

A leading accountancy and business advisory firm in Greater London seeks a Finance Administrator to assist the Financial Services SBU Finance Manager. The role involves managing financial performance on a daily basis, supporting financial analysis and reporting, and ensuring efficient Working Capita

Attivo Group is seeking a Financial Planning Administrator in the United Kingdom, responsible for supporting the financial planning team and delivering seamless client experiences. Successful candidates will have experience in financial services, strong attention to detail, and excellent time manage

A Japanese company is seeking a Financial Administrator who is fluent in both English and Japanese.

Financial Divisions in Greater London is looking for an experienced IFA Administrator to join their esteemed, boutique Chartered IFA firm. The ideal candidate has 2+ years' experience in IFA administration, a strong understanding of financial products, and excellent IT skills.

IFA Administrator/Trainee Financial Planner. Swarm Recruitment are pleased to be supporting a well-established financial services firm specialising in wealth management, financial education, and tailored advisory solutions. Their approach focuses on empowering clients through expert guidance, educat

This is a great opportunity for a Financial Administrator to join a well‑run and supporting financial planning firm where administration is valued and where you’ll have the chance to grow your knowledge and progress over time. This role would suit a Financial Administrator who already has 1–2

Are you an experienced Financial Planning Administrator looking for your next role within a close-knit and supportive team?. You will have a strong understanding of the financial planning process, be confident working in a regulated environment, and enjoy supporting both clients and advisers. Workin

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

The Senior Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals. The Senior Financial Planning Administrator will provide Client Services Support to Financial Planners and Directors, maintaining high

We are looking for an experienced Administrator to join a friendly team working within Financial Services. Administrator – Meriden – Salary: £27,000 – £30,000 – Hours: Monday‑Friday 9am‑5pm (Office based).

Financial Divisions, a well-established financial planning firm in Greater London, seeks a Financial Administrator to join their centralised administration team. The ideal candidate will have 1–2 years' experience in financial planning or wealth management, with a good understanding of the advice

Trades Workforce Solutions is looking for a Financial Services Administrator to join their team in York, England. This role involves handling administration tasks, processing client applications, and maintaining records to support financial services. Ideal candidates will have proven administration

Position: Financial Administrator (Japanese Speaking). As a Financial Administrator, you will be involved in a broad range of finance and accounting support activities, including:. Providing general finance and administrative support as required by the Financial Controller.

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.

Placr Recruitment is looking for a Wealth Administrator / Junior Financial Planning Consultant in the Hove / Brighton area. Candidates must have experience in financial services or administration, with strong organisational and communication skills. The role offers competitive salary, structured tra

We are currently recruiting for an enthusiastic Financial Planning Administrator for a Mayfair based Financial Planning firm. 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. They cu

Japanese Speaking Financial Administrator. Submission of SAP related codes in Japanese, as requested by the Financial Controller. An experienced Administrator with an excellent attention to detail.

Financial Services Administrator. Previous experience working within financial services within pensions / investment or insurance essential. A background supporting an IFA or technical experience within a financial services organisation.

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

Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!. My client, who offers Independe

Essential Employment is seeking a Financial Administrator for a full-time hybrid role in Trafford, England. You'll be responsible for various financial tasks, including reconciliations, salary sacrifice deductions, and invoicing customers. This role is temporary but provides the opportunity to gain

The ideal candidate will have at least 5 years of experience in a similar role and must be proficient in English.Your responsibilities will include handling administrative tasks related to Companies House and managing bank accounts worldwide.The role is full-time, Monday to Friday, 9 AM to 5 PM, wit

Financial Administrator (Hybrid) needed in Trafford, £17.

Financial Services / Financial Planning admin experience is a must, please. Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. Wealth Management Administrator - Hybrid.

Placr Recruitment is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton area. Join a supportive environment that promotes long-term development in financial planning. Ideal candidates will have prior experience in financial services, strong organisational skil

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 with users at various levels all across our organisation. Our

The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will be responsible for the prepara

If you're an experienced IFA Administrator looking for a role where you can thrive, develop and be part of a genuinely high-quality firm, this is the perfect next step. Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genui

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial ma

Financial Divisions is seeking a Senior IFA Administrator in the City of London, responsible for end-to-end administration for two advisers. The ideal candidate will have experience in financial administration and knowledge of Intelligent Office and Voyant cash-flow modelling.

A growing financial services firm in Greater London is seeking an Experienced Financial Planning Administrator to support their Wealth team.

Essential Employment is seeking a Financial Administrator to work in a hybrid capacity in Trafford.

We have an exciting opportunity for an HR Coordinator & Administrator role in a Melbourne based Financial services company. The firm is the most well-known name in online trading, catering to a variety of financial markets such as FX, indexes, commodities and stocks.

Broughton Group is seeking an experienced Administrator to join their friendly team in Meriden. The ideal candidate will have over 3 years of administrative experience, particularly within Financial Services, and possess excellent organizational and communication skills.

Job Title: Financial Services Administrator (IFA Support). This is an excellent opportunity for an experienced Financial Services Administrator to join a supportive and professional IFA environment. Templegate Recruitment – Specialist Recruiters in Financial Services.

Salesforce Administrator/Developer - Financial Services Cloud & OmniStudio. Experience in a hands‑on Salesforce Administrator/Developer role. Strong experience with Salesforce Financial Services Cloud.

We are looking for a detail‑oriented Financial administrator who will be working alongside the Project accountant to help with the financial and overall site administration for Projects.

Rec Financial, based in West Leicestershire, is seeking a part-time Office Administrator.