investment suitability administrator Jobs - 68
Investment Suitability Administrator
Recruit UK - Glasgow
Employment Type : Full-Time
Ready for your next challenge? Join a fast-paced team as an Investment Suitability Administrator in the Risk Department of an Investment Management firm on a 12 month fixed term contract. They are looking for a proactive and detail-oriented individual who can provide exceptional support to the Investment Teams. As an Investment Suitability Administrator, you will be responsible for analysing client background information, liaising with Investmen...
IFA Administrator
Portman Financial People - SO140AB
Employment Type : Full-Time
Job Title: IFA Administrator Location: Southampton Salary: 25,000 - 32,500 About the Role: We are seeking a detail-oriented and proactive IFA Administrator to support financial advisers in delivering tailored financial planning strategies to clients. This is an excellent opportunity to work within a professional team, contributing to comprehensive financial solutions while developing your industry expertise. Key Responsibilities: Stay updated on...
Investment Management Administrator
Meraki Talent Limited - Glasgow
Employment Type : Full-Time
Meraki Talent are looking to speak with experienced Investment Administrators, to support and manage client suitability processes from start to finish. This role requires exceptional attention to detail, prioritisation skills, and the ability to work collaboratively with investment managers and various internal teams. The ideal candidate will have come from a similar role, ensuring compliance, accuracy, and efficiency in all aspects...
Administrator
Adele Carr Recruitment - Shrewsbury
Employment Type : Full-Time
Exciting Opportunity: Administrator - Shrewsbury (Permanent Role) We are currently recruiting for an Administrator to join a leading firm at their Shrewsbury office. This is a fantastic opportunity for an experienced individual to support a dynamic team and contribute to the smooth running of daily operations. The Role As an Administrator, you will play a key role in ensuring the efficiency of administrative processes. From preparing documentati...
IFA Administrator
Recruit a mum - NW119AT
Employment Type : Full-Time
Role: IFA Administrator Location: London, NW11 Hours; Monday - Friday 9am-5.30pm Competitive Salary Dependent on Experience Our client is a Wealth Management firm who manage client assets and portfolios with an emphasis on the benefits of being a long-term investor within tax-efficient wrappers. Their office is one of over 3,000 offices worldwide and over 100 in the Uk and is supported by a head office in the City of London. Their branch focuses...
Senior Administrator
Hays Specialist Recruitment Limited - EX11ST
Employment Type : Full-Time
Your new company Working for a national company with this role being based in Exeter. The salary is 25k and this is a full-time permanent role. **Please note once starting this role, there is an exam which needs to be completed within a year of you starting to enable you to get a qualification to advance you within the role. The exam is multiple choice. The exam is paid for by the organisation. Your new role The ideal candidate will provide a hi...
Senior IFA Administrator
Capio Recruitment Financial Planning - NG27PP
Employment Type : Full-Time
Job Title: Senior IFA Administrator Location: Nottingham Salary: 29,000 - 32,000 About The Firm... We are working with a Chartered, Award Winning and established IFA firm whom provide high quality and reliable Financial Advice across the East Midlands. They consist of a team with strong work ethic, detemination and professionalism. You will responsible for managing client relationships via telephone, email and face to face whilst updating CRM sy...
Investment Accounts Executive
Four Squared - Leicester
Employment Type : Full-Time
Investment Accounts Executive – Leicester 25000 - 33,000p/a Hybrid Why this role? We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners. What will you be doing? As the Investment Accounts Executive your responsibilities will mostly consist of: Prepare Client Agreements and Application / Transfer forms in line with the recommendations provi...
Sales Administrator
Property Personnel - Bracknell
Employment Type : Full-Time
Are you looking to commence a career in the property industry, but you don’t want to work weekends? Then this may be the role for you! Our client currently has a fantastic opportunity available for a Property Sales Case Handler to join their successful asset management business based in Bracknell. Working within a team, you will be in charge of a portfolio of properties located across the UK, with the objective of selling each property for the b...
Senior IFA Administrator
NJR Recruitment - Altrincham
Employment Type : Full-Time
Senior IFA Administrator 26,000-30,000 Altrincham- Fully office based Benefits: Company Pensions Income Protection-75% of salary, payable after a 13- week deferred period Group life cover(death in service )- 4x salary Are you an experienced IFA Administrator with a passion for pensions and investments? If so, we are keen to talk. NJR Recruitment are representing a leading Wealth Management firm located in the heart of Altrincham , who are on the...