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Financial Services Administrator We are seeking an experienced Financial Services Administrator to join a well-established advisory team. Key Requirements * Minimum 5 years’ experience in financial services administration, ideally within pensions or wealth management * Stron

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

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Senior IFA Administrator (Financial Services)£35,000 - £40,000 + Pension + Fully Funded Level 4 + 36 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Fi

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

A leading financial services firm in Altrincham seeks a detail-focused Financial Planning Administrator to provide professional support to clients and IFAs. The ideal candidate has strong administrative skills and prior experience in financial services.

Ideal candidates will have strong knowledge of financial products, relevant FCA regulations, and at least 2 years of administration experience in a UK financial advice firm. A boutique financial planning firm in London is seeking its first hire to provide high-quality administrative support in a hyb

Graduate Financial Services Administrator. Graduate Financial Services Administrator. If you’ve already gained some exposure to financial services, that’s a bonus — but not essential.

You will need some experience as a financial planning administrator. You might not and want to be the best administrator you can be. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus.

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

Financial Planning Administrator Hale. Are you a highly organised, detail-focused administrator looking to join a supportive and professional financial services team? We are seeking a. 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

My client is currently looking for a Financial Services Administrator to join their team in Blackpool.

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

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.

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.

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.

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 matters. Part-Qualified or looking to train in accountancy or relevant financial experience. Financial Services SBU Finance Man

IFA Admin / Financial Services Administrator. Financial Services Administrator. Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.

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

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

UK Financial Advisory Administration Team in a dynamic financial services environment. Assist the UK Financial Advisory team with data entry, document review, and correspondence related to client accounts and financial planning initiatives. Previous experience supporting financial advisory teams or

Senior IFA Administrator (Financial Services). Are you a Senior IFA Administrator looking to step into Paraplanning in a stable role for a Financial Services business known for looking after their staff, offering a funded Level 4, 36 days' holiday, and the opportunity to earn an annual bonus?. On of

This will be a complex technical role, with exposure to more technical work (such as some report writing) than the typical Financial Planning Administrator position. Previous experience within a Financial Planning Administrator role is ideal, or experience working within a Provider/Platform in Inves

An excellent opportunity for an Experienced Financial Administrator to join a well-established company based in York. As a result of their continued success, they are looking to recruit a Financial Administrator to join their team based in their fast-paced Head Office on the outskirts of York.

We are currently working with our client to recruit for a Financial Administrator working Monday-Friday at their offices based in Ferndale. Our client is a successful and growing firm of financial advisors who are well known for providing an exceptional service to their clients. From a financial ser

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

Perspective Financial Group Ltd does not provide financial advice itself. This is an exciting time to join our growing Mergers & Acquisitions Team within Perspective Financial Group. Office: Perspective Financial Group Ltd.

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

The role holder will have experience working in a professional environment (2+ years) preferably within financial services and possess a good understanding of financial products and FCA principles. The Financial Planning Administrator (internally known as Client Executive) is an integral member of o

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.

A dynamic Interior & Architectural Design Studio in Greater London is seeking a part-time Financial Administrator to manage day-to-day accounting procedures. Applicants should have proven experience in financial administration, an AAT qualification, and proficiency in Xero and Excel.

Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years’ experience. This role wou

Senior Administrator to join its growing operations team in Bristol.

My client is now looking for an experienced Financial Services Administrator to join their team. You will be experienced and familiar with a wide variety of financial products as well as regulatory requirements. The role will see you supporting financial planners by setting up appointments, preparin

A financial services recruitment agency is seeking an IFA Administrator in Wokingham. The successful candidate will manage client queries, document communications, and organize financial planning reviews on behalf of Financial Advisors. Ideal applicants will have at least one year in financial servi

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.

A successful advisory practice in the City of London is seeking a Financial Planning Administrator. You will support financial advisers, undertake complex technical tasks, and collaborate within a vibrant team. With flexibility for remote work on Fridays, this position offers a fantastic opportunity

A financial services recruitment agency is looking for an experienced Financial Administrator to join their team in a hybrid role.

A growing financial advisory firm in the United Kingdom is seeking a Financial Administrator to provide exceptional support to clients and advisors. Experience in financial services is beneficial, but full training is available for the right candidate.

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

As a Financial Services Administrator, you'll be an essential part of our clients team, supporting our Financial Advisers by providing high-quality administrative support across pensions and investments. Join Our Team as a Financial Services Administrator!. Financial Services Administrator.

Wealth Spring is a boutique, one-adviser financial planning business established in 2023. You will support both the Financial Adviser and clients, ensuring smooth processing, clear communication, and an excellent overall client experience. Strong working knowledge of core financial products includin

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.

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

Financial Administrator (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. Financial/Technical Administrator.

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