Financial Services Administrator
1 week ago
A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers.
This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry. Putting its customers and working culture at the heart of their business.
There will be opportunity for growth and development within the role, but alternatively if you are looking to stay within administration, then there will be the ability to hone those skills too.
Create and maintain accurate client records on the back-office systems and platforms
Open and maintain client files to the required compliance standards with all appropriate KYC information
Assist with obtaining illustrations and application forms
Assist Client Managers in preparation and implementation of advice
Provision of ad-hoc data, analysis and reports as required by management or Client Managers
Assist Client Managers in preparation of client catch up and review meetingsThe ideal candidate will come from the finance industry and have ideally two years working in an administrative capacity. If you are looking for a role in Finance, in an company with a really great environment, then please do apply directly to the advert
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Financial Services Administrator
1 week ago
Uttlesford, Essex, United Kingdom Tate Full time €31,000A Wealth Management firm based in Stansted is seeking an experienced Financial Services Administrator, paying up to £31,000 plus great benefits, to support their team of advisers and client managers. This is a really great opportunity for a candidate who comes from a financial background to work in a firm that really does set itself apart in the industry....
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Administration Assistant
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Financial Manager
1 month ago
Uttlesford, United Kingdom The Dove Partnership Full timeJob SummaryWe are seeking a highly skilled Finance Manager to join our team at The Dove Partnership. As a key member of our finance team, you will be responsible for delivering exceptional financial management services to our clients.Key ResponsibilitiesLead the development and implementation of financial strategies to drive business growth and...
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Financial Manager
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Uttlesford, United Kingdom The Dove Partnership Full timeJob SummaryWe are seeking a highly skilled Finance Manager to join our team at The Dove Partnership. As a key member of our finance team, you will be responsible for delivering exceptional financial management services to our clients.Key ResponsibilitiesLead the development and implementation of financial strategies to drive business growth and...
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Financial Manager
1 month ago
Uttlesford, United Kingdom The Dove Partnership Full timeAbout The RoleWe are seeking a highly skilled Finance Manager to join our team at The Dove Partnership. As a key member of our finance team, you will be responsible for delivering exceptional financial management services to our clients.The successful candidate will have a strong background in accountancy, with a proven track record of implementing financial...
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Financial Manager
1 month ago
Uttlesford, United Kingdom The Dove Partnership Full timeAbout The RoleWe are seeking a highly skilled Finance Manager to join our team at The Dove Partnership. As a key member of our finance team, you will be responsible for delivering exceptional financial management services to our clients.The successful candidate will have a strong background in accountancy, with a proven track record of implementing financial...
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Financial Services Coordinator
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Stansted, Essex, United Kingdom Tate Recruitment Full time £31,000Financial Services Administrator OpportunityWe are seeking an experienced Financial Services Administrator to join our team at a Wealth Management firm based in Stansted. This is a fantastic opportunity for a candidate with a financial background to work in a firm that prioritizes its customers and working culture.Key Responsibilities:Create and maintain...