Investment Administrator

IFA admin, financial service administrator, financial service support, financial planning administrator, junior paraplanner, adviser support £22,000 - £30,000 Location - Coventry Looking for someone ambitions and driven to join a reputable Financial Services Practice which provides a financial planning and investment management service. If you come...

Office based trainee IFA administrator required to join our support team in Balsall Common. No experience required, however proficiency in MS Word and Excel desirable. This role will support Independent Financial Advisers and clients with the administration and coordination of financial advice. **Role requirements** Providing support and administrative...

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW Location - Coventry Salary - dependent on experience Duration - permanent, full time A firm with a strong coverage across the whole of the Midlands, who...

Bell Cornwall Recruitment are pleased to be hiring a IFA Administrator for a leading professional services Answering telephone calls and responding to emails. Understanding and recording client data correctly. Assisting Financial Advisors with work. Ad hoc Admin duties - supporting the team with general admin work.A keen interest and/or previous experience...

Investment Assistant - Great Leeds Area Company A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator. What you will do:The Investment Administrator role is required to assist Investment Manager(s) in...

Are you a Coordinator looking for an opportunity to with a global established investment firm?   An exciting role has arisen to be a Assistant based in their recruitment division for a global leading investment bank. As a Coordinator, you will be a crucial asset to the team to ensure the smooth running for candidates. This firm are looking for a...

IFA Administrator £24000 to £26000 + Excellent Benefit Package Permanent Contract - Immediate Start Available Monday to Friday 9.00am 5.00pm (Flexibility Within Office Hours Negotiable) We are seeking to recruit IFA ADMINISTRATOR to work for a vibrant and expanding Independent financial service company specialising in mortgages, savings and...

Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis. As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper...

We have an exciting new opportunity for a Planning Administrator to work as part of a friendly, established team providing support to our busy Marrons consultancy. This is an excellent opportunity for an enthusiastic, driven & experienced Administrator looking for a role that offers variety and stretch. **You will be**: - providing timely and effective...

Do you want the chance to work at an elite investment bank, being responsible for administrative support to 25+ Junior bankers?With a dynamic, fast paced environment. this is great for someone with a customer service/admin background who is looking to build their career in the investment banking industry. This role works with a team of assistants supporting...

My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of...

**Graduate Business Administrator** **£20,000 - £23,000 + benefits** **Knutsford** Outsource UK is looking to recruit an administrator to join a International import and export company. Have you recently graduated? Are you looking to join a growing business that invest in the development and progression of their people? As a Logistics Administrator...

This is an outstanding opportunity for a HR Administrator or Junior HR Generalist to join an expanding wealth management and investment firm for a 15-month Fixed Term Contract. As part of a supportive, high-achieving HR team, you will be responsible for: - Employee lifecycle, from managing the onboarding process for starters ensuring the inductions are...

Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide...

We are currently recruiting for a family practice of one of the UK’s leading Chartered Financial Planning firms, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth / Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning. We are seeking...

Trainee Actuary (would suit a graduate or a pensions administrator) My client is an independent specialist firm of actuaries and consultants who pride themselves on providing the best customer service and support individual client needs. They provide the full range of actuarial administration and investment trustees required to run their scheme. The company...

Our Global ITS Group is expanding and currently looking for a new member in IT Service and Support. You get positive energy out of successfully supporting our end users, so they can focus on delivering added value to our customers. What will you be doing? You provide technical break/fix support on-site and remote, to our global colleagues with a primary...

Are you a Recruitment Coordinator looking for an opportunity to with a global established investment firm?   An exciting role has arisen to be a Recruitment Coordinator for a global leading investment bank. As a Coordinator, you will be a crucial asset to the team to ensure the smooth running for candidates. This firm are looking for a Recruitment...

A new generation customer-focused financial planning practice regarded as one of the best independent financial firms in the Midlands. This role will support a Financial Planning team with back office admin and client servicing and communications. Supporting new and ongoing business cases This opportunity suits candidate's from a Financial Services...

My client are an international leading finance business, looking for an experienced Administrator with a keen eye for detail and investigation. Working within a unique business, you will assist the team with helping source and research investment opportunities for the team. As an Administration Assistant your duties will include: Being able to work...