Financial Planning Firm Administrator

6 months ago


Warwick, United Kingdom Cartesian Wealth Limited Full time

**Job Title**: Financial Services Administrator

**Location**: Office-based (Warwick)

**Type**: Full Time

**About the Role**:
**Key Responsibilities**:

- Manage and maintain client records and financial documents with strict confidentiality.
- Assist in the preparation and processing of financial reports and statements.
- Handle data entry and update financial databases with accuracy.
- Support financial advisor with administrative tasks.
- Coordinate and schedule meetings, appointments, and manage calendars.
- Assist in compliance checks and ensure adherence to financial regulations and company policies.
- Prepare and distribute correspondence and memos related to financial matters.
- Handle general office duties such as filing, photocopying, and maintaining supplies.

**Qualifications**:

- Proven experience in an administrative role within a financial services environment.
- Strong proficiency in Microsoft Office Suite and financial software.
- Excellent organizational skills with the ability to prioritise tasks.
- Strong numerical skills and attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and as part of a team.
- Knowledge of financial regulations and compliance procedures.

**We Offer**:

- Competitive salary commensurate with experience.
- Opportunities for professional development and career progression.
- A supportive and collaborative work environment.
- Pension

**Application Process**:
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

**Salary**: Up to £25,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Financial services: 5 years (required)
- pensions: 3 years (preferred)

Ability to Commute:

- Warwick (required)

Work Location: In person



  • Warwick, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount. The business is a...

  • Ifa Administrator

    6 months ago


    Warwick, United Kingdom Finlink Ltd Full time

    This role is for you if you are an experienced IFA Administrator looking for a new challenge! We have an exciting opportunity with an established Financial Planning firm with offices nationwide. This is best suited to individuals with 2+ years of IFA Administration experience who are looking to join this exciting role within the expanding...

  • Ifa Administrator

    6 months ago


    Warwick, United Kingdom Idex Full time

    **About Our Client** An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick. Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength. **About the Role** This role will support Financial Advisers with back office and client support...

  • IFA Administrator

    3 weeks ago


    Warwick, United Kingdom Medlock Partners Limited Full time

    IFA AdministratorWarwickSalary up to £30,000(Experience dependant)   Hybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

  • Ifa Administrator

    6 months ago


    Warwick, United Kingdom NJR Recruitment Full time

    IFA ADMINISTRATOR LOCATIONS : WARRICK SALARY: 25,000 - 30,000 NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their...

  • Ifa Administrator

    6 months ago


    Warwick, United Kingdom NJR Recruitment Full time

    **IFA ADMINISTRATOR** **LOCATIONS : WARRICK** **SALARY: 25,000 - 30,000** NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market. Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to...

  • Administrator

    7 months ago


    Warwick, United Kingdom Williams Lea Full time

    **Administrator** **Salary**: £21,640 per annum plus company benefits Location: Royal Leamington Spa, CV34 Contract: Full Time, 6 month Fixed Term contract with the scope to be made Permanent Shifts: 36.25 hours per week, Monday - Friday, 1 hour 15 minute unpaid lunch break, shifts will be 9am-5:30pm Work model: Fully onsite **Williams Lea seeks a...

  • Office Administrator

    6 months ago


    Warwick, United Kingdom Williams Lea Full time

    **Office Administrator** **Salary**: £21,000 per annum plus company benefits Location: Leamington Spa, CV34 6BF Contract: Full Time, Permanent Shifts: 36.25 hours per week, Monday - Friday, 1 hour 15 minute unpaid lunch break, shifts will be 9am-5:30pm Work model: Fully onsite **Williams Lea seeks a Office Administrator to join our team!** Williams...

  • Ifa Administrator

    7 months ago


    Warwick, United Kingdom Finlink Ltd Full time

    This is for you if you’re an experienced IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful...


  • Warwick, United Kingdom US Lawsupport Full time

    We are working with a specialist law firm based in Warwick in their search for a legal administrator. The role will support the fee earners and senior operational staff with an exciting array of administrative type duties. You will be given lots of training and development opportunities and you will learn more about complex administrative processes and...

  • Financial Planning

    3 weeks ago


    Warwick, United Kingdom Pontoon Full time

    Job Title: Financial Planning &Analysis Accountant (FP&A) Location: Warwick, United Kingdom (Hybrid) Remuneration: Daily rate and Salary options available Contract Details: Fixed Term Contract - 6 months Responsibilities: Support the FP&A team in delivering high-quality management reporting, providing accurate insights to the Board and Exec team, and...

  • Financial Planning

    4 weeks ago


    Warwick, United Kingdom CV-Library Full time

    Job Title: Financial Planning &Analysis Accountant (FP&A) Location: Warwick, United Kingdom (Hybrid) Remuneration: Daily rate and Salary options available Contract Details: Fixed Term Contract - 6 months Responsibilities: Support the FP&A team in delivering high-quality management reporting, providing accurate insights to the Board and Exec team, and...


  • Warwick, United Kingdom Volvo Financial Services Full time

    Senior Collections Officer **Location**:Warwick, GB, CV34 5YA**Position Type**:Professional- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then we...


  • Warwick, United Kingdom Volvo Financial Services Full time

    Senior Collections Officer ( FTC) **Location**:Warwick, GB, CV34 5YA**Position Type**:Professional- Transport is at the core of modern society. Imagine using your expertise to shape sustainable transport solutions for the future? If you seek to make a difference on a global scale, working with next-gen technologies and the sharpest collaborative teams, then...

  • Financial Planning

    4 weeks ago


    Warwick, United Kingdom Adecco UK Limited Full time

    Job Title: Financial Planning &Analysis Accountant (FP&A)Location: Warwick, United Kingdom (Hybrid)Remuneration: Daily rate and Salary options availableContract Details: Fixed Term Contract - 6 monthsResponsibilities:Support the FP&A team in delivering high-quality management reporting, providing accurate insights to the Board and Exec team, and driving the...

  • Team Administrator

    6 months ago


    Warwick, United Kingdom Coventry & Warwickshire Integrated Care Board Full time

    The Coventry and Warwickshire Integrated Care Board are seeking to appoint a highly motivated and enthusiastic Team Administrator to support our Elective, Cancer and Diagnostics teams. You will provide coordinated administrative duties including the booking of meetings, workshops, boards, the preparation of agendas and minutes, development of slide decks,...

  • Team Administrator

    7 months ago


    Warwick, United Kingdom Coventry & Warwickshire Integrated Care Board Full time

    The Coventry and Warwickshire Integrated Care Board are seeking to appoint a highly motivated and enthusiastic Team Administrator to support our Elective, Cancer and Diagnostics teams. You will provide coordinated administrative duties including the booking of meetings, workshops, boards, the preparation of agendas and minutes, development of slide decks,...

  • Team Administrator

    7 months ago


    Warwick, United Kingdom NHS Coventry & Warwickshire Integrated Care Board Full time

    Communication and Relationship Managing the Outlook diary for the wider team, including arranging and changing appointments and prioritising these as appropriate Ensuring all urgent and/or confidential communications are received and distributed from/to relevant parties in a timely manner. Acting as a point of contact for the team, dealing and responding...


  • Warwick, United Kingdom Sales Midlands Full time

    **Head of Sales Planning and Project Implementation | Permanent** **Salary**:£65,000 We are seeking a Head of Sales Planning and Project Implementation to join our expanding sales team. This is a fantastic opportunity to join a dynamic and engaging team. This is a hybrid role and will involve travel to meet with your team **Benefits and perks**: - An...

  • Administrator

    6 months ago


    Warwick, United Kingdom Pertemps Network Group Full time

    **Administrator**: - 17910200616 Applicants **£12.18 Per Hour** - Full Time**Temporary** **Warwick, Warwickshire** **Administration** **Job Description**: **Are you looking for a new opportunity to develop a career in Local Government? We have an opening for an Administrator to join our client, a West Midlands based Local Authority.** **Job...