Financial Services Administrator

Halo Recruitment are working with a fantastic client based in the Fareham area who are seeking an experienced Administrator to join their team. The role Financial Services Administrator An excellent opportunity has arisen for a Financial Services Administrator to join the Processing Department at the Office in Whiteley. You will be responsible for...

**Financial Services Customer Service Administrator** £23,000 - £24,000 My client is looking for a competent and experienced Financial Services Administrator to join their team. As a Financial Services Administrator, you will provide the highest level of administration support and aspects of support to their Financial Advisers to ensure its clients'...

**Longstanding, small scale highly successful financial planning firm with 130k FUM are seeking a IFA Administrator to join their team on a part time basis, Monday, Tuesday and Friday, due to a longstanding team member reducing their hours. Opportunity to go full time in the future if desired.** You will be working within a team of 3 administrators to...

My client, a smaller family run firm who offer independent financial advice that pride themselves on the first-class service they provide their clients are looking to expand due to the continued success of the business and are now recruiting for a brightand driven individual to join the administration team! This is a fantastic firm to join if you have...

Administrator - Financial Service£20, % yearly bonusMonday - Friday 9am-5pmWe are currently recruiting for a Customer Service Advisor to join our client within the Financial Industry in Fareham. This is a fantastic opportunity for someone looking to gain some customer service and office experience and looking to join a companythey can progress within.The...

Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...

Deep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with a small team of experienced advisers and dedicated administrative staff. We provide independent financial advice across three main areas of financial planning; Pensions, Investments and Protection. The advice that we...

As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Generating...

**Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** You will be supporting a team of financial advisers and paraplanners with all areas of administration, specifically submitting new...

As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Main point...

My client in Whiteley is looking for a Trainee Compliance Administrator. **About Our Client**: My client is a niche financial services firm with this role based in Whiteley and also 7 other offices across the globe. Job Purpose To assist the Assistant Manager, Risk Assurance & Compliance function (UK), and the Money Laundering Compliance Officer ("MLCO")...

**Client Services Administrator** **Location: Fareham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

Financial Services Fareham 15/04/2024 Type of Position: Client Services Administrator - Fareham Pay: £25k - £32k **Client Services Administrator - Fareham**: We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers...

To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business’ next owner/Director once the current owner retires. This role will require you to continue your work as a Chartered Financial Planner and does require you to bring with you your own bank of clients, but in return, you will...

To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business’ next owner/Director once the current owner retires. This role will require you to continue your work as a Chartered Financial Planner and does require you to bring with you your own bank of clients, but in return, you will...

Client Services Administrator - up to £32,000 - hybrid workingOne of our long-standing clients are going through a very exciting period of growth and are looking to add additional Client Services Administrators to their team.Company culture is at the for forefront for everything they do, and they strive on having an amazing office atmosphere. They do also...

Type of Position: Client Services Administrator - Fareham Pay: £25k - £32k Client Services Administrator - Fareham We are seeking a client services administrator to join a well-established financial services firm based near to Whiteley. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and...

About Our Client My client is a niche financial services firm with this role based in Whiteley and also 7 other offices across the globe. Job Description Job Purpose To assist the Assistant Manager, Risk Assurance & Compliance function (UK), and the Money Laundering Compliance Officer ("MLCO") (Jersey) in various aspects of the administration and...

Client Services Administrator - up to £32,000 - hybrid workingOne of our long-standing clients are going through a very exciting period of growth and are looking to add additional Client Services Administrators to their team.Company culture is at the for forefront for everything they do, and they strive on having an amazing office atmosphere. They do also...

Our client is preparing for the future and they are actively working on their succession plan. To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business’ next owner/Director once the current owner retires. There is a 5 year plan in place, part of which is focused on hiring a...