Financial Services Client Administrator

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

Job Title: Financial AdministratorDescription: Curo Services is seeking a skilled Financial Administrator to join their team. As a Financial Administrator, you will be responsible for managing credit control and cash allocation processes. This role would suit a candidate who enjoys a varied workload, with experience gained within a Shared Services Centre...

Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations...

Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations...

Job Description Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations...

Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations...

Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. **Responsibilities**: - Coordinate with Independent Financial Advisors to ensure smooth administrative operations - Manage client...

Job OverviewBMC Recruitment Group Ltd is currently seeking a skilled Banking and Reconciliation Administrator to join their client, an award-winning group of financial services and technology companies based in the UK.As a key member of the team, you will be responsible for investigating and matching incoming payments to client accounts, liaising with...

Client Service / Investment Administrator Newcastle Permanent Meraki Talent’s Financial Services client are looking for a Client Service / Investment Administrator to join their team in Newcastle. This is a fantastic opportunity to join an expanding team and for this individual to have a really broad role across the whole operations...

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Financial Services Administrator to join our Newcastle...

Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Financial Services Administrator to join our Newcastle...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

We are seeking an experienced IFA Administrator to join our client, a market-leading firm of Independent Financial Planners. As an IFA Administrator, you will play a crucial role in supporting the financial planning team, maintaining accurate records, and preparing reports as required.Your key responsibilities will include assisting in the preparation of...

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

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 Newcastle, these are newly created roles to boost additional headcount. The business is a...

Proactive Personnel have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and...

Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a successful Wealth Management practice in Jesmond. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax,...

About the JobWe are recruiting for a Financial Services Administrator to join our Newcastle office, working with a range of financial services products and providers.The successful candidate will have excellent communication and organisational skills, as well as a strong understanding of FCA requirements within a financial services role.$38,500 - £42,000...

Establish a rewarding career as a highly motivated Financial Services Semi Senior with Fletcher George Financial Recruitment. This exciting opportunity is perfect for ambitious individuals seeking to develop their technical expertise and progress their professional qualifications.Fletcher George Financial Recruitment offers an ideal environment for growth,...