Employment Type : Full-Time
We are looking for a Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of Financial Planners, specialising in investments and pensions. Responsibilities: Processing authority letters, and gathering financial data for new clients and annual reviews. Preparing application forms and client documentation. Processing financial transactions...
Employment Type : Full-Time
IFA administrator/Technical Administrator, Edgbaston, Hybrid, Up to 37,000 This role is best suited to an experienced IFA administrator that is confident completing administration duties, and also comfortable completing annual reviews and basic suitability reports. In addition to a generous salary, the business will provide exam support all the way to Chartered, and there is progression should you be after it. The Business The company is a thriv...
Employment Type : Full-Time
IFA Administrator Coventry Based Hybrid Working (after probation) 27,000 - 30,000 DOE 8% Pension Contribution BUPA Healthcare Free Parking Study Support Progression & Development This position is for an administrator at a reputable Wealth Management and Financial Planning firm that offers tailored financial planning and investment management services to its clients. This business has been providing tailored, top-tier wealth management ...
Employment Type : Full-Time
Senior Administrator - Financial Services An established financial services firm with a 30-year history is looking for an experienced Financial Services Administrator / Paraplanner to join their friendly, office-based team. This is a fully office-based role with ample nearby parking available. Key Responsibilities: Managing and overseeing administration workflows to ensure efficiency. Handling new and existing business administration, including ...
Employment Type : Full-Time
Compliance Administrator Annual Salary: 45,000 (FTE) – working 3 days per week Location: Waltham Cross, Hertfordshire Job Type: Part-time (Flexible working hours, with up to 40% home working after initial training) Join our established boutique Independent Financial Advisers and Discretionary Fund Managers team, committed to providing top-rate customer service and maintaining high levels of integrity. We are looking for a Comp...
Employment Type : Full-Time
Our client, a City based MultiAsset fund manager is seeking a highly experienced Investment Operations person with 3 - 6 years of experience in fund operations, security settlements, corporate actions events and cash/stock reconciliations. They are seeking a self starter who can join the team confidently and hit the ground running. Current AUM is circa 10 billion with over 170 employees in the UK. Hybrid working offered. Overall Job Purpose Over...
Employment Type : Full-Time
Compliance Administrator Annual Salary: 45,000 (FTE) – working 3 days per week Location: Waltham Cross, Hertfordshire Job Type: Part-time (Flexible working hours, with up to 40% home working after initial training) Join our established boutique Independent Financial Advisers and Discretionary Fund Managers team, committed to providing top-rate customer service and maintaining high levels of integrity. We are looking for a Comp...
Employment Type : Full-Time
Our client is a well established firm of Independent Financial Planners, who offers specialist financial, taxation and independent investment advice for both individual clients and businesses in the UK and internationally. A newly created vacancy is available to work from their offices in Leicester for a Pensions Administrator to join their SSAS team. Providing a professional and effective administrative service for the SIPP & SASS Schemes, ...
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...
Employment Type : Full-Time
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. We urgently are seeking a IFA Administrator to join an existing team providing support to both the business and the Financial Advisers and Directors of the...