Financial Services Administrator
3 weeks ago
Are you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are currently looking for a Portfolio Administrator to join their fantastic team As a Portfolio Administrator, you will be responsible for the administration of the Firm’s Multi-Manager and Portfolio Management Services.
This is a fantastic opportunity to learn about the current market, financial services, and gain experience within a reputable company.
Maintaining the client database
* Monitoring of cash flows and stock transfers
* Monitoring existing portfolio cash levels
* Checking management fees, monitoring pay-aways, and journals
* Checking contract notes
* Proof-reading research content
* Gathering data for reports and meeting agenda items
* Dealing with investment manager queries / requests
* Good standard of education, especially English and Maths
* Previous administration experience
* An interest in financial markets particularly Bonds, would be advantageous
* Good level of competency in Excel
If you like the idea of working for a reputable company, who will support your growth and development - this could be the perfect role for you
-
Financial Services Administrator
5 days ago
Ipswich, United Kingdom Clayden Financial Planning Ltd Full time**Clayden Financial Planning Ltd is looking for an experienced Administrator** Clayden Financial is a successful family firm and has been trading for over 27 years. It is a much respected Independent Financial Adviser business, covering Suffolk, London and neighbouring counties. The main office is set in an idyllic barn two miles south of Ipswich, close to...
-
Financial Services Administrator
3 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Services Administrator
3 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Services Administrator
2 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join...
-
Financial Services Administrator
3 weeks ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join...
-
Financial Services Administrator
1 month ago
Ipswich, Suffolk, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are currently looking for a Portfolio Administrator to...
-
Financial Services Administrator
3 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Services Administrator
4 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Services Administrator
4 weeks ago
Ipswich, United Kingdom TIME Appointments Ltd Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you! Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Services Administrator
3 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If the answer is 'yes’, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are...
-
Financial Services Administrator
2 weeks ago
Ipswich, United Kingdom Just Recruitment Group Ltd Full timeJust Recruitment is working with a financial services organisation based in Ipswich - they are looking to add an Administrator with financial services experience to their long standing team. The key purpose of the role is to support the Financial Advisors with all admin based duties within a busy and well regarded organisation. Duties include: Preparation of...
-
Financial Services Administrator
1 week ago
Ipswich, Suffolk, United Kingdom Opus People Solutions Full timeAre you passionate about financial services and keen on forging a career with a leading business? Do you thrive in a dynamic environment where attention to detail and regulatory compliance are paramount? If so, we have an exciting opportunity for you! We are seeking a motivated and meticulous Pensions Administrator to become a vital part of our clients team....
-
Administrative Assistant
2 months ago
Ipswich, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Administrative Assistant** **Location: Ipswich** **Salary: £20,000 pa (pro rata) - Full or **Part Time hours and flexible approach available** Are you an enthusiastic Administrative Assistant eager for a new role? Could you fulfil a vital support function within a busy office? The role can be flexible to fit around school hours or other...
-
Personal Administrator
2 months ago
Ipswich, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Personal Administrator** **Location: Ipswich** **Salary: £21,400 per annum** **Hours: Monday - Friday 9am - 3pm** **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen to work as part of the team as a PA to Advisers at a highly respected Appointed Representative of St. James’s...
-
Financial Services Administrator
3 weeks ago
Ipswich, United Kingdom Time Appointments Full timeAre you looking for a career within financial services? Are you looking for a position where you can progress and receive ongoing training, development, and access to professional qualifications? If so, this is the role for you!Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a...
-
Financial Advisor
4 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSubmit your CV and any additional required information after you have read this description by...
-
Financial Advisor
2 months ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...
-
Financial Advisor
4 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeJob Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...
-
Financial Advisor
3 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...
-
Financial Advisor
2 months ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...