Employment Type : Full-Time
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Brighton. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). Key Responsibilities: Provide a high level of technical and administrative support,...
Employment Type : Full-Time
Financial Services Administrator Salary: 25,000 - 30,000 benefits Aylesbury, Buckinghamshire Office-based for initial training, followed by hybrid working opportunities - 3 days office/2 home based - provision for IT equipment Are you eager to build a thriving career in the financial services industry? We are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand. About us We ...
Employment Type : Full-Time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia. My client is a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established, and well situated Ipswich Office. Purpose of the role To undertake client related administration, ...
Employment Type : Full-Time
THE OPPORTUNITY: Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensu...
Employment Type : Full-Time
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion pounds of funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established Colchester Offic...
Employment Type : Full-Time
This is a fantastic opportunity for a candidate with a good knowledge of financial services, to pursue your career working for a prestigious Chartered IFA practice that works closely with an impressive portfolio of UHNW individuals. Initial Role: Input client details onto Prestwood system New business administration Liaise with clients for new business information, Terms of Business, tax returns. File checking for completeness Liaise with produc...
Employment Type : Full-Time
This Financial Services Administrator job in Arundel is ideal for current Administrators within Financial Services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality servic...
Employment Type : Full-Time
This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to de...
Employment Type : Full-Time
This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a qual...
Employment Type : Full-Time
Flexibility That Works for You : Enjoy a role designed with your lifestyle in mind—whether part-time, remote, or hybrid, we offer tailored working arrangements to help you balance personal and professional commitments seamlessly. About Our Client: Our client says, they’re not in the financial planning business. They’re in the dream-making business. They are Financial Planners who love to sit and listen as clients tell them what they want life to...