![McGregor Boyall](https://media.trabajo.org/img/noimg.jpg)
Administrator
3 weeks ago
We seek a Financial Planning Assistant to join one of our top accounting clients in the City.
You will provide efficient administrative support to the team, ensuring smooth running on the private client side.
This is an exciting opportunity to join a growing and friendly organisation. The ideal candidate should possess 2 years of experience working for an IFA (Independant Financial Adviser) company.
Duties include:
- Provide admin support on all client queries.
- Be the first point of contact for clients, building relationships and dealing with requests.
- Prepare documents.
- Ensure Anti-Money Laundering requirements are met.
- Process new business.
- Prepare application forms.
- Assist with trade and portfolio rebalancing.
Experienced required:
- Minimum of 3 A Levels or equivalent
- GCSE Math & English grade B or above.
- A minimum of 2 year's experience working in an IFA company.
- Experience dealing with private clients.
- Good knowledge of MS Office and IFA systems.
- Excellent communication skills.
- High attention to detail.
McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.
-
Administrator
4 weeks ago
The City, United Kingdom VWA Full timeOffice / Team AdministratorFinancial ServicesCity – Square MileUp to £38K8am – 6pmHybrid Working – 1 day from homeFixed-term Contract – 12 monthsJune 2024 Start5-CityOAFTC/SDET About the Client:A trading business based in one of London’s most iconic buildings in the heart of the City! With around 100 in the London office, this friendly team are...
-
Administrator
3 weeks ago
The City, United Kingdom VWA Full timeOffice / Team AdministratorFinancial ServicesCity – Square MileUp to £38K8am – 6pmHybrid Working – 1 day from homeFixed-term Contract – 12 monthsJune 2024 Start5-CityOAFTC/SDET About the Client:A trading business based in one of London’s most iconic buildings in the heart of the City! With around 100 in the London office, this friendly team are...
-
HR Administrator
24 hours ago
The City, United Kingdom May & Stephens Full timeHR AdministratorLondon – HolbornHybrid working after probationA market leading London based brokers are seeking an experienced HR Administrator professional to join them.The role:As the HR Administrator, you will provide advice and guidance to all departments and handle all aspects of HR in a generalist capacity, be able to take on projects and maintain...
-
Insurance Administrator
4 weeks ago
The City, United Kingdom Pure Resourcing Limited Full timeInsurance AdministratorHighly organised, "can do" attitude and have an interest in the insurance industry?Our client is an award-winning financial services provider based in The City of London. Continued growth has resulted in a newly created opening for an Insurance Administrator to join the Commercial Insurance team that deals in the following product...
-
IFA Administrator
2 days ago
The City, United Kingdom Meredith Brown Associates Ltd Full timeOur client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking a candidate with financial planning administration experience. This role is offered on a hybrid working arrangement – minimum of three days in the...
-
Database Administrator
4 weeks ago
The City, United Kingdom Pioneer Search Full timeDatabase Administrator - SQL, Oracle, Azure Synapse Database Administrator required to join a leading London Market Insurer undergoing a major period of technological advancement. After a strong 2023, this insurance organisation is expanding their technical services teams across their multi-platform environment. Working across Microsoft SQL, Oracle DB and...
-
Database Administrator
3 weeks ago
The City, United Kingdom Pioneer Search Full timeDatabase Administrator - SQL, Oracle, Azure Synapse Database Administrator required to join a leading London Market Insurer undergoing a major period of technological advancement. After a strong 2023, this insurance organisation is expanding their technical services teams across their multi-platform environment. Working across Microsoft SQL, Oracle DB and...
-
Clinical Administrator
4 weeks ago
The City, United Kingdom Innovate Care Group Full timeClinical Administrator Central London (Hybrid)Working Hours 9am to 5pm About the Role Innovate Care Group is seeking a dedicated Clinical Administrator to join our team and play a vital role in supporting our care-operations and clinical teams. This position is essential in ensuring the highest standards of patient care through meticulous attention to...
-
Clinical Administrator
3 weeks ago
The City, United Kingdom Innovate Care Group Full timeClinical Administrator Central London (Hybrid)Working Hours 9am to 5pm About the Role Innovate Care Group is seeking a dedicated Clinical Administrator to join our team and play a vital role in supporting our care-operations and clinical teams. This position is essential in ensuring the highest standards of patient care through meticulous attention to...
-
Graduate HR Administrator
7 days ago
The City, United Kingdom The Graduate Project Full timeCompany & Role OverviewAre you an organised and detail-oriented individual with a passion for HR administration? Our client is currently seeking a dynamic HR Administrator to join their team in a corporate and fast-paced professional environment.We are looking for recent graduates or current students completing their final year to apply.Main...
-
Insurance Administrator
3 days ago
The City, United Kingdom Pure Resourcing Limited Full timeInsurance AdministratorOur client is an award-winning financial services provider based in the City of London. We currently have an opportunity for an Insurance Administrator to join a highly experienced commercial insurance team. You will play an important role in supporting the team which specialises in areas of insurance such as Real Estate, Receivers...
-
Director of Administration
7 days ago
The City, United Kingdom Ryder Reid Legal Full timeI am eager to speak to Directors of Administration and equivalent with a strategic mindset who are currently working in a hands-on generalist capacity within the legal industry.The firmA leading global law firm based in the heart of the city with a collaborative, supportive, enthusiastic and positive culture. A firm who is focused on the development of their...
-
Data Administrator
4 weeks ago
The City, United Kingdom Henderson Scott Full timeMy London based Real Estate Property client are looking for a Data Administrator to join the team for an initial 12-month contract.The successful Data Administrator must have solid experience in the administration of Legal Property Data, relating to property contracts such as Lease / Tenancy Agreements.The successful candidate will work with the client...
-
SQL Database Administrator
7 days ago
The City, United Kingdom Harnham Full timeSQL DATABASE ENGINEER LONDONHYBRID - 3 DAYS IN THE OFFICE UP TO £80KThis role cannot sponsorTHE COMPANY A technology platform focused on leading the evolution of its industry on a global scale in the entertainment space, creating ground-breaking products and services in a fast-paced environmentTHE ROLE AND RESPONSIBILITIESIn this role you will be expected...
-
Contract & Compliance Administrator
3 weeks ago
The City, United Kingdom SGI Full timeSGI is an award winning global technology staffing specialist. Putting people first doesn't just make us a great company to work with - it makes us a great company to work for. From incredible reward schemes and opportunity-dense career paths, to an empowering culture and flexible working arrangements, we do everything we can to bring out the best in...
-
Contract & Compliance Administrator
3 weeks ago
The City, United Kingdom SGI Full timeSGI is an award winning global technology staffing specialist. Putting people first doesn't just make us a great company to work with - it makes us a great company to work for. From incredible reward schemes and opportunity-dense career paths, to an empowering culture and flexible working arrangements, we do everything we can to bring out the best in...
-
Administrator
5 days ago
The Hyde, Greater London, United Kingdom Urecruit Full timeAdministrator - to £40kOur client is a large construction company. They are seeking an Administrator to work on site in this very busy office. Candidates must have strong word / excel experience and good communication skillsExcellent working environment within a friendly team
-
Administrator
2 weeks ago
The Hyde, United Kingdom Urecruit Full timeAdministrator - to £40kOur client is a large construction company. They are seeking an Administrator to work on site in this very busy office. Candidates must have strong word / excel experience and good communication skillsExcellent working environment within a friendly team
-
Administrator
1 month ago
City, United Kingdom Hays Full timeAdministrator, temporary position, full-time hours, Monday to Friday, Immediate start Your new company Is a school in Derry City. They have appointed Hays to recruit an administrator to join their team. This is a temporary position with an immediate start. Hours of work will be 8.45am to 5.00pm.Your new role As Administrator, you will be responsible for...
-
Administrator
1 month ago
City, United Kingdom One To One Recruitment Remote Work Freelance Full timeAre you ready to embark on a rewarding journey with an educational provider dedicated to empowering adults in local communities? We're thrilled to offer an opportunity for a passionate individual to join their Education curriculum team as an Administrator until the end of July 2024. As a Curriculum Administrator, you'll play a pivotal role in their mission...