Employment Type : Full-Time
IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. What's in it for you? Opportunity to progress in a variety of directions including senior office support or into a front office Investment Manag...
Employment Type : Full-Time
Mbf are working with a national financial planning organisation in Whiteley to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. This will be a hands on and exciting position working closely with a senior member of the business. Your role will be...
Employment Type : Full-Time
Your new company Due to expansion, a new opportunity has arisen within a growing firm of IFAs for an experienced financial services administrator. Working within a very friendly and supportive team environment. Your new role Providing administration support to experienced Financial Planners and their clients to ensure high standards of client service. You will be a key point of contact for clients providing assistance across all areas of financi...
Employment Type : Full-Time
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to 35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth operation of business processes and client administration. Day-to-day of the role: Send letters of author...
Employment Type : Full-Time
Our client based in Hale, Altrincham is currently looking to recruit an experienced Financial Services Administrator on a permanent basis... To provide efficient, friendly, and professional administration support to both clients & IFAs. The Role: Dealing with adhoc queries from Advisers/Clients/Providers Tasks to be recorded and maintained via back-office systems Maintenance of client files Postal activity (incoming/outgoing...
Employment Type : Full-Time
Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead. The postholder will be responsible for providing administration support to their financial advisors. Career progression potentially into Paraplanning! Duties Include: Preperation and submission of new business files Diary management including booking of appointments Administr...
Employment Type : Full-Time
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to 35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth operation of business processes and client administration. Day-to-day of the role: Send letters of author...
Employment Type : Full-Time
Financial Services Administrator Vacancy. Bury. 23,000- 25,000. This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits. As a Financial Services Administrator here you'll be up-skilled in all areas through ongoing training and support, you'll have industry relevant exams and study materials paid for, and get the opportunity to progress and become a Senior Administrator and then Adviser. The role in...
Employment Type : Full-Time
A unique opportunity to make a mark and impact an expanding brokerage Job Title/Location: Administrator, Southampton & WFH Salary: 20,000 - 25,000 Office/WFH: 1-2 days WFH some weeks, other weeks fully office-based (will consider full-time and part-time). Requirements: Recent administration experience within either Financial Services, Banking or Insurance. Role Snapshot: Submitting mortgage applications & case managing to completion, sup...
Employment Type : Full-Time
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency. We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial ...