Financial Services Administrator

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

Financial Services Administrator Cardiff £27,000 to £30,000 p.a. + benefits Opportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service. Hybrid role - working from the Penarth based office at least 1 day per week The Role As ISA Transfer Specialist / Financial Services Administrator, you will be responsible...

Financial Services Administrator Cardiff £27,000 to £30,000 p.a. + benefitsOpportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service.Hybrid role - working from the Penarth based office at least 1 day per weekThe Role As ISA Transfer Specialist / Financial Services Administrator, you will be responsible for...

Financial Services Administrator Cardiff £27,000 to £30,000 p.a. + benefitsOpportunity for ISA Transfer Specialist to join multi-award-winning online saving and investment service.Hybrid role - working from the Penarth based office at least 1 day per weekThe Role As ISA Transfer Specialist / Financial Services Administrator, you...

**Templegate Recruitment** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Cardiff **Benefits**: - 23 days annual leave - will be increased to 25 days after three full years of employment - Day off for birthdayplus Bank Holidays - 4% of annual salary paid into pension policy - non...

We are working closely with an independent financial planning business on the outskirts of Cardiff in one of the City's affluent areas! Due to recent expansion they are now looking for a financial services administrator to join the growing team. Duties will include but will not be limited to: - Contact and database management - Task Management Liaising...

**About us** Tudor House Financial Services is a niche Chartered Financial Planning firm based in the centre of Cardiff, specialising in providing independent financial advice to business owners throughout South Wales. Our work environment includes: - Friendly Supportive Team in a Modern office setting We are looking for an Administrative Assistant to...

**Job Title**: Administrator **Industry**: Financial Planning **Location**: Cardiff **Salary**: up to £30,000 **Ref No**: 7457 Recruit UK are working with one of the UK’s leading FTSE Wealth Management firms who are looking for an Administrator to join their team in Cardiff. This company drawn on impressive history and have made a name for themselves...

**Our Core Values** - Clients’ Needs 1st - Always - Communication is Key - At Penguin we Commit to our Words, Actions & Results - Have Penguin Positivity **The Opportunity** At Penguin we believe that life is for living! We only get one chance to make our mark and to do all the things we are passionate about. At Penguin we help people understand if they...

The purpose of this role is to assist the firms’ financial advisers and paraplanners with administrative duties. This will be a wide range of duties covering all admin-centric tasks a financial advice business would expect. **Duties and responsibilities** **The Company** Our client is an Independent financial advice business founded just under 20 years...

The opportunity for an experienced Financial Planning Administrator to join a Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. You will join a thriving back office and will have the opportunity to work alongside highly experienced support staff who can assist you in developing your technical...

An exciting opportunity has arisen to join a reputable Wealth Management company based in Cardiff. This is a unique opportunity to get your ‘foot in the door’ of a growing company, which allows you to develop with them. You will be process driven and have experience of working in a compliance lead industry. We are looking for someone with strong...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £24-28,000 **Job Reference**:7805 Recruit UK is working on an excellent opportunity for an IFA Administrator, who wants to progress into Paraplanning! The firm has decades of experience providing Financial Advice to clients across South Wales, offering a...

Job Summary: RESPONSIBILITIES Research a broad range of financial products across all financial sectors Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and...

Have you been working in administration in Financial Services and are looking to make your next move? I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team! The role is to provide high quality support to one of the Directors and one of the Advisers,...

**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

TACP (UK) Ltd is recruiting a Full time or Part Time Finance Administrator for our busy practice located in the vibrant centre of Cardiff. Our multi-disciplinary team has a varied and interesting portfolio of major highway, active travel, public realm, schools, renewable energy, ecology, arboriculture, conservation and development projects in the public,...