Financial services administrator jobs in Leeds - Page 2Create job alerts

Senior Administrator to join its growing operations team in Bristol.

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. Provide support to the Finance Manager and SBU to Champion Workday, ensuring the system is being used consistently and

A recruitment agency is looking for a Financial Services Administrator for a Wiltshire-based client. Ideal candidates will have proven experience in financial services, strong communication skills, and comprehensive IT knowledge.

A respected financial planning firm located in St Helens is seeking an experienced Financial Administrator to manage ongoing financial cases and produce compliant documentation. The ideal candidate will have a strong background in FCA-regulated financial services and possess excellent organizational

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.

Experience in fund administration / investment operations / financial services, ideally in VC or PE. We are currently seeking a Fund Administrator/Operations Associate on an initial 12‑month contract, with a view to going permanent. Investor services, platforms & reporting.

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. Experience within FCA-regulated financial services (Desirable).

Financial Services Administrator. Research a broad range of financial products across all financial sectors. Previous experience of working within a similar role within a financial services business is desirable.

Experience working in an IFA Administrator or Financial Services Administrator role. IFA Administrator (Flexible / Financial Services). Are you an IFA Administrator looking to join a well-established IFA that offers you 33 days holiday, hybrid working and an excellent work life balance? On offer is

Financial Services / Lettings Administrator for R&G Financial Advisers in Milngavie town centre. Due to continued growth, we are looking to recruit a part-time Financial Services / Lettings Administrator to join our Milngavie branch. Strong presence in Financial Services and an excellent reputation

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

This is a full-time, remote role as a Financial Planning Administrator / Client Services Manager. Founded by Tom Skinner and Emma Walker, the firm employs an award-winning range of services and cutting-edge technology to simplify the financial planning process. Responsibilities include managing fina

A financial services firm in Milngavie is looking for a part-time Financial Services / Lettings Administrator.

UK Financial Advisory Administration Team in a dynamic financial services environment. Applicants should have at least three (1) years relevant financial services Admin industry experience. Proven experience in report writing and/or administrative roles, preferably within a financial services, inves

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

A growing financial services firm in Trowbridge seeks a dedicated IFA Administrator to join their vibrant Service Team. Ideal candidates will have strong administration experience within the financial sector and excellent IT skills.

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.

HD-Tech are pleased to be supporting a well-established professional services organisation in their search for a Financial Services Administrator. Previous experience in administration or client services (financial or professional services experience beneficial but not essential). This role is focus

A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows. You will support Financial Planners and Paraplanners with new business administration, client suitability letters, and handling client queries.

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

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

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

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

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

A financial planning firm in St Helens is seeking a Financial/Technical Administrator to deliver high-quality administrative support. The ideal candidate has experience in FCA-regulated financial services, strong technical understanding, and excellent organisational skills.

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 including pensions, ISAs, General Investment Accounts, Bonds and protection. UK financial advice f

So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. 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

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. Administrator (Financial Services). Financial/Technical Administrator.

A financial services firm is seeking an experienced Senior IFA Administrator. With at least 5 years of experience in IFA administration, you will be tasked with a range of responsibilities including running risk profiles, preparing compliance documents, and supporting financial planners.

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. Run order books, tasks & reports in Avaloq to monitor settlement of trades against payment, liaising with the Client Services team/Execs and Counterparties accordingly.

A well-established financial services business in Solihull is seeking an Internal Sales Administrator to support Regional Sales Managers.

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

A leading recruitment firm is seeking Administrators for multiple vacancies in Leeds.

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

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. Proven experience in report writing and/or administrative r

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 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

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

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

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Manchester | £30,000–£35,000 | Hybrid Working | 33 Days Holiday + Exam Support.You’ve spent the last few years making the chaos look easy.Providers who “didn’t receive the paperwork”? You’ve got the timestamped email.Advisers chasing updates? You’ve already sent them the summary.Clie

A minimum of 2–3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management. Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive senior IFA Administrator to suppor