Financial Administrator

**plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

**and definite career progression, benefits below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and training. Opportunity...

Technical Financial Administrator - London - Artemis Recruitment Consultants Financial Services Technical Financial Administrator - London Technical Financial Administrator - London Obtain information from clients to facilitate Annual Suitability Reviews · Obtain literature, illustrations and forms from providers and pre-complete basic client...

**Excellent Benefits + Study Package, **partial remote (3 days WFH if required)** **The Opportunity** This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Hammersmith. They are looking for an experienced IFA Administrator with a couple of RO exams who is ready to...

We are happy to say that we are looking for an experienced Financial Administrator to join our team at CDI College - Surrey, BC. Hours : Mon - Fri from 9 to 5 Software Knowledge: Microsoft Suite Specifically, the Financial Administrator is responsible for: Managing the day-to-day financial operations of the campus Continuously analyzing...

**plus Study with Bonus upon each exam pass** My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod structure. **Opportunity...

My client is a successful Wealth Management IFA Firm based in London who are looking for an experienced Mortgage Administrator to join their close-knit team. This is a fantastic opportunity working as a Mortgage Administrator with a highly regarded IFA Firm. Company offers a great company culture where reward and recognition is key to them being successful...

**plus study, hybrid, career progression** Are you an experienced senior IFA Administrator looking for an opportunity to lead a small team? My client is a boutique independent wealth management firm with their offices in the City and is offering this superb opportunity to shadow, learn and developpeople management skills to a progressive and enthusiastic...

SE London | On premise | £25,000 to £35,000 Permanent | Full-time | Admin-LondonCity Our client is looking for a **Financial Administrator** to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. **Financial Administrator Responsibilities**: - Preparing first meeting packs - as...

**Junior IFA Administrator £24,000 + Bonus + Full Study Support Package & development opportunities** My client is a Chartered wealth planning practice based in the City of London near Fleet Street/Holborn who have been operating for 20+ years. They have built of portfolio of clients over the years who falls into the HNW & UHNW private clients category...

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a national and well regarded IFA in their London office. **Key responsibilities** - Processing new business and servicing existing business. - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. - Liaising with...

**Financial Planning PA / Administrator - Central London - £24,000 - £28,000** An exciting new opportunity has arisen for an organised PA or Administrator to move into the world of Financial Planning, or for someone to continue their career within the industry. This role is to support a team of 4 with general PA duties, IFA office supportduties and...

A well-established, boutique Wealth Management Firm are currently recruiting for a Senior IFA Administrator/Client Services Manager. The role is fully remote with biweekly meetings/luncheons in very nice restaurants in Central London. They are fully independentand provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and...

This niche international pharmaceutical firm seeks a Qualified Accountant to support the UK executive team and manage a small finance team. Based in Central London, duties will include: Prepare the company’s monthly management accounts in accordance with the Group’s accounting time-lines Prepare the company’s revisions to "in-year" forecasts ...

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for...

Due to organic growth, my client has an exciting opportunity for an experienced Senior IFA Administrator to join the team. As a fundamental part of the financial planning process, you will be providing support to the Advisers and Paraplanners. As a Senior IFA Administrator/Relationship Manager, you will complete duties such as sending letters of Authority,...

**plus study support, supporting high billing Adviser** My Client is looking to offer this excellent opportunity to an IFA Administrator who is looking to work within a small team supporting 2 Paraplanners and a top billing Adviser within a medium size business. Due to their success, this role has been createdwithin a well-established London based...

**Financial Force Administrator** **Salary - £50,000-70,000** **Remote** A software development company are looking for a Financial Force Administrator (Salesforce). This role is offered fully remote, or hybrid (Surrey) should you wish to go in the office. The Role: - Plan and implement new capabilities and features for the FinancialForce system -...

**Senior IFA Administrator - Central London - £35k - £40k - Chartered IFA Firm - Mix of work from home and office based** My client is a medium sized wealth planning practice (circa 80 staff) based near Farringdon in the City of London who I have been assisting with their recruitment for the past 3 years and got to know their business incredibly well....

This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial AdviserYou will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you to initially join as a Financial Planning Administrator and...