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Financial Planning Administrator / Wealth Management Administrator / IFA Administrator. Financial Planning Administrator or IFA Administrator role with flexible working. Financial Planning Administrator / Wealth Management Administrator.

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. Castlegate is seeking a Financial Services

The Financial Planning Administrator is an integral member of our team in delivering outstanding client experience. 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 FC

Previous experience within a Financial Planning Administrator role. This is an exciting opportunity for an experienced Financial PlanningAdministrator to join a successful Advisory practice based out of their City of London office. Working within a friendly, and close-knit team this is a fantastic o

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 staffing agency in the United Kingdom is seeking an experienced Administrator to join a friendly team within Financial Services.

A recruitment consultancy is looking for an experienced Financial Administrator to join their clients SJP Practice near Harrow, London. The role involves providing administrative support to Financial Advisers, managing client inquiries, and ensuring compliance with company standards.

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 recruitment consultancy is seeking a Financial Administrator to join their team in London. Ideal candidates will have experience in financial services and strong organisational skills. An understanding of financial products and proficiency with IT tools are advantageous.

Financial Administrator for a Growing Financial Services Firm. An expanding financial services company is actively seeking an administrator who will support the clients of the firm. Daily financial administration to include tax returns, client portal assistance, compliance and regulation and the upd

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

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

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.

My client is now looking for an experienced Financial Services Administrator to join their team. The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be experienced and fami

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 (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.

We’re looking for a proactive and detail-driven Client Services Administrator to join an expanding team in the heart of the City of London. Experience within an IFA or financial services environment.

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

Our client is a mid-size financial services firm which is a. 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 w

Financial Administrator (Xplan) - London. Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser.

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team. Ideal candidates will have financial services administration experience and strong communication skills.

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

A leading Wealth Management firm based in Gillingham is seeking a Financial Services Administrator. The role involves providing high-level technical and administrative support to financial planners and ensuring smooth delivery of client services. Candidates should have experience in financial servic

Training course - Financial services administrator (level 3). Financial services administrator (level 3). Level 3 Financial services administrator apprenticeship.

A leading regulatory body in the UK is looking for a Team Administrator to provide comprehensive support within the Authorisations Division.

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

A financial services firm in London is seeking a Financial Administrator to support their clients with onboarding, financial administration, and compliance. Candidates should have experience in Independent Financial Adviser business and a degree-level education is preferred.

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

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.

As a Financial Administrator, you will be involved in a broad range of finance and accounting support activities, including:. Position: Financial Administrator (Japanese Speaking). Assisting with budgeting activities and financial analysis.

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

A Family run construction builder based in the Tadley area looking for an Office administrator to join there already talented team.

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

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

Experience in financial services desired, but not necessary. 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.

A financial services company in Brighton seeks a highly organized Practice Administrator to support financial advisers and manage client interactions.

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

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. The Authorisations Division is the initial point of contact for firms and individuals seeking to provide regulated financial services in the UK.

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

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

A recruitment consultancy in Harrow is seeking a Financial Administrator. Ideal candidates will have experience in financial services, excellent organizational skills, and proficiency in IT. The role involves providing administrative support to a financial adviser, managing documentation, and ensuri

They now have an opportunity within their highly prestigious US Family Office team for a Financial Planning Administrator with 12‑18 months industry experience to join. This Financial Planning Administrator will be a key member of the Client Services team within the US team. They build investment

Experienced Financial Services Administrator. We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning. This Financial Services role will involve:.

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. Supporting Finance Manager, Financial services department and SBU heads to ensure there remains a continued consistenc

Key Responsibilities - Financial Services Administrator. About the Role - Financial Services Administrator. We are seeking a highly organised and technically proficient Financial Services Administrator to provide high‑level technical and administrative support to the Practice.

Financial Services Recruitment that reflects your brand. Financial Planning, London hybrid. Financial planning at Finura starts with people, not products.