Financial Services Administrator

Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

Financial Planning Administrator RoleLime People Search & Select Ltd is seeking a skilled Financial Planning Administrator to support our team of Directors and Financial Advisers. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our day-to-day activities.Key Responsibilities:Process and monitor new...

Financial Planning Administrator RoleLime People Search & Select Ltd is seeking a skilled Financial Planning Administrator to support our team of Directors and Financial Advisers. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our day-to-day activities.Key Responsibilities:Process and monitor new...

Job Title: IFA AdministratorLocation: LeedsSalary: £26,000 to £29,000, depending on qualifications and experienceBenefits:Private Medical Insurance (PMI)Life Cover up to £100,000Pension SchemeAnnual profit-based bonusAdditional performance-based bonuses twice per yearJob Summary:We are seeking a detail-oriented and proactive Financial Services...

Job Title: IFA AdministratorLocation: LeedsSalary: £26,000 to £29,000, depending on qualifications and experienceBenefits:Private Medical Insurance (PMI)Life Cover up to £100,000Pension SchemeAnnual profit-based bonusAdditional performance-based bonuses twice per yearJob Summary:We are seeking a detail-oriented and proactive Financial Services...

Job Description**Job Summary:**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ultimate Recruitment Group. As an IFA Support Specialist, you will play a crucial role in providing administrative support to our Financial Advisers and ensuring the smooth operation of our business.Key...

Job Description**Job Summary:**We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Ultimate Recruitment Group. As an IFA Support Specialist, you will play a crucial role in providing administrative support to our Financial Advisers and ensuring the smooth operation of our business.Key...

IFA Administrator OpportunityWe are seeking a detail-oriented and proactive IFA Administrator to support a team of Independent Financial Advisers at Templegate Recruitment.Key Responsibilities:Provide administrative support to Independent Financial Advisers (IFAs) including scheduling meetings, managing diaries, and handling correspondence.Prepare and...

IFA Administrator OpportunityWe are seeking a detail-oriented and proactive IFA Administrator to support a team of Independent Financial Advisers at Templegate Recruitment.Key Responsibilities:Provide administrative support to Independent Financial Advisers (IFAs) including scheduling meetings, managing diaries, and handling correspondence.Prepare and...

Financial Services Administrator - Immediate Start Leeds City Centre **About Our Client**: An exciting opportunity has arisen with a Leading Financial Services business based in Luxury offices in Leeds City Centre due to continued growth and expansion. This company have an excellent reputation and offer opportunities for career progression and development....

**Role Description** This is a full-time on-site role for an Independent Financial Adviser (IFA) to be based in Leeds, West Yorkshire. The Financial Adviser will be responsible for providing financial planning services to clients, including retirement planning, investment funds advice, Personal and Business Protection advice and inheritance tax...

Experience within Financial Services, in particular, supporting Advisers with administration - An understanding of the financial planning process - A general knowledge of pensions, investments and protection - A willingness to follow business processes, procedures and work to targets and deadlines - Achieve agreed outcomes without supervision - Accuracy and...

IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM and require a Financial Services Administrator to join their Leeds based offices. This is a newly created role and will be responsible for assisting the Investment Management team in various aspects. **What's in it for you?** - Opportunity to progress...

Junior / Apprentice Investment / IFA AdministratorAssist Directors and Financial Advisers with daily administrative responsibilitiesHandle and track new business submissionsMaintain an organized diary system for all submitted casesEnsure adherence to Anti-Money Laundering (AML) regulationsSupport client valuations, conduct key client reviews, and manage...

Job Summary: We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a key member of our Administrative team, you will provide critical support to our Directors and Financial Advisers in day-to-day tasks, including direct contact with clients, 3rd parties, and...

Job Summary: We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Lime People Search & Select Ltd. As a key member of our Administrative team, you will provide critical support to our Directors and Financial Advisers in day-to-day tasks, including direct contact with clients, 3rd parties, and...

**Senior Financial Services Administrator** **Leeds** Talent UK are delighted to be working within their client, who is a Wealth management company. Due to growth, our client is now looking to appoint a Senior Financial Service Administrator to join their growing team! **Job description** Providing general administration support to the director,...

Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...

Job DescriptionAbout the Role:We are seeking a highly skilled and experienced Credit Controller to join our team at Bibby Financial Services. As a Credit Controller, you will play a critical role in ensuring the security and profitability of our business by effectively managing our client portfolio.Key Responsibilities:Manage a portfolio of clients to ensure...

IFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our team at Lime Search & Select Ltd. The ideal candidate will have a strong background in IFA administration, with a minimum of 5 years of experience in a Financial Advisory firm.Key Responsibilities:Manage the office in the absence of the Practice Manager, ensuring...