We have other current jobs related to this field that you can find below
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Financial Services Administrator
3 months ago
London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Services Administrator** **Location**:London **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an excellent...
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Experienced Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timePosition: Experienced Financial Services AdministratorLocation: London CityCompensation: Up to £38,000 (Dependent on Experience)Join a dynamic team at a reputable Appointed Representative of St. James's Place Plc.An exciting opportunity has emerged for a skilled Experienced Financial Services Administrator. You will be an integral part of a vibrant team...
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Experienced Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timePosition: Experienced Financial Services AdministratorLocation: London CityCompensation: Up to £38,000 (Dependent on Experience)Join a dynamic team at a prestigious Appointed Representative of St. James's Place Plc.An exciting opportunity has emerged for a skilled Financial Services Administrator. You will be an integral part of a vibrant team, managing...
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Financial Services Administrator
4 weeks ago
London, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
4 weeks ago
London,, UK, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
4 weeks ago
London, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
2 weeks ago
London, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
3 days ago
London, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
2 weeks ago
London Area, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
2 weeks ago
London Area, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Services Administrator
3 days ago
London Area, United Kingdom Quilter Financial Planning Full timeWe are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...
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Financial Administrator
2 months ago
London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial AdministratorLocation: London / HybridSalary: £26,000Contract: PermanentHours: Full-timeWorking as part of our team at AAG Wealth Management, an excellent opportunity has arisen for a Financial Administrator. This role naturally develops into an Associate Wealth Manager and eventually leads to becoming a fully Diploma qualified Wealth Manager...
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London, United Kingdom Quilter Financial Planning Full timeNexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth individuals. This top-tier financial planning company is affiliated with and supported by Quilter Financial...
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London, United Kingdom Quilter Financial Planning Full timeNexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth individuals. This top-tier financial planning company is affiliated with and supported by Quilter Financial...
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London, United Kingdom Switch Recruitment Services Ltd Full timeOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations,...
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Administrator
2 months ago
London, United Kingdom Westerham Financial Services Full time**Job title**: Administrator **Level/grade**: Admin **Reports to**: Practice Manager **Direct reports**: None **Main location**: 1st Floor The Crown, London Road, Westerham, Kent, TN16 1DJ **Contract tenure**: Permanent **Role purpose**: To provide administrative support to the Partner to ensure that the Partner’s relationships between their clients...
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Financial Services Administrator
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London, United Kingdom Step Ahead Full time**I&PC Financial Services Administrator** Step Ahead are delighted to be recruiting for a 3-month Finance Administrator role for a London based NHS trust. This role is paying £13.04 per hour and is on site and working on a full-time basis. This role is to start ASAP. **Why work for them?** Whilst working for this well established and GOOD rated trust...
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Financial Services Consultant
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Financial Promotions Administrator
3 months ago
London, United Kingdom Financial Conduct Authority Full timeFinancial Promotions Administrator **Salary**: National ranging from £30,600-£37,800 and London from £31,900-£42,000 - Are you interested in joining a specialist team responsible for the identification and mitigation of risk associated with financial advertising?_ The aim of the Financial Promotions Team is to reduce harm to consumers caused by them...
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Financial Services Operations Coordinator
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are excited to offer a remarkable opportunity to join one of our esteemed organizations. Quilter Financial Planning is in search of a highly skilled financial services operations coordinator to enhance their team. The firm provides extensive financial advisory services to a varied clientele, including entrepreneurs and affluent individuals.This...
Financial Services Administrator
2 months ago
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft.
Job summary
To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
- Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.
- Process and monitor new business and top ups to existing business through to completion.
- Prepare client valuations and review packs 2 weeks ahead of client meeting dates.
- Process all post-review related paperwork and prepare relevant correspondence as required.
- Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.
- Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
- Ensure all client records and data are maintained accurately and efficiently.
- Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
- Send out letters of authority and correspondence to clients, professional introducers and other third parties.
- Prepare new client meeting packs.
- Calculate fees, raise client invoices and chase outstanding fees as required.
- Effective management of day-to-day work through the company s workflow system.
- Other general administration duties as assigned.
Role requirements
Certificate in Financial Services or working towards qualification (Desirable)
Grade A-C or 9-4 including English and Maths (Essential)
Previous experience in Financial Services within an IFA setting (Essential)
Understanding of FCA rules, ethics and financial regulations (Essential)
A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Essential)
Strong IT skills, MS Office Word and Excel
Excellent organisational and communication skills
Good numeracy skills
Attention to detail
Able to demonstrate an adaptable/flexible approach to work within a changing environment
Ability to work within a team environment
Inter-personal skills, both written and verbal
Experience of using IO (Desirable)
Benefits
- Private pension (generous employer contribution)
- Death in service policy
- Bupa cash plan
- 21 days holiday + BH, increases incrementally following 2 years service to a maximum of 27 days
- Support with professional qualifications
- Flexibility on working hours and some working from home, subject to a satisfactory probation period.
