financial planning client administrator Jobs - 1004

Premier Jobs UK Limited - RG49PB

Employment Type : Full-Time

his hybrid, Financial Services Administrator job in Reading 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...

Premier Jobs UK Limited - BN180AG

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...


Premier Jobs UK Limited - DL78AN

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...

Premier Jobs UK Limited - NE11LE

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...

Artemis Recruitment Consultants Ltd - Brighton

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,...

KFS Recruitment - Farnham

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...

Service Service Employment Agency Limited - IP13LG

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, ...

Service Service Employment Agency Limited - CO49YQ

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...

Macildowie Recruitment and Retention - Leamington Spa

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...

KFS Recruitment - Farnham

Employment Type : Full-Time

Financial Planning Support Farnham 32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · 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 product providers (e.g., for...