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...

**Role**: Financial Services Administrator **Reporting to**: Managing Director and Operations Director **Salary**: Ranging from £21,000 to £30,000 per annum **Location**: Central Leeds **Reference Number**: 8179 They are looking to expand their administrative team and are interested in individuals with prior experience as an administrator within the...

Job Title: Financial Services AdministratorJob Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

Job Title: Financial Services AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and contribute to the smooth operation of our business.Key Responsibilities:Provide...

Job Title: Financial Services AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

Job DescriptionThis role is a key part of our administrative team, providing crucial support to our financial advisors and ensuring that our clients receive the best possible service.Key ResponsibilitiesAssist our financial advisors in processing new and existing business, including client reviews, compliance documents, and fund switches.Provide...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Support Specialist, you will provide administrative support to our financial advisors, ensuring the smooth operation of our business.Key ResponsibilitiesProvide administrative support to financial advisors, including processing new...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our Private Wealth Team at Mercer Private Wealth. As an Administrator, you will provide quality administration support to clients with regard to the transactional elements of their portfolio in line with the Mercer code of professional conduct, The...

Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

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...

**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...

Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

**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,...

**The Role: Senior Financial Services Administrator** **Location**:Leeds City Centre **Salary - highly competitive**:£24,000 - £28,000 depending on experience **Hours**: Full time Monday - Friday 9pm till 5pm **Company Information** You will be working as part of an energetic and enthusiastic team at a modern Financial Planning company who are based...

**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...

**Overview**: A perfect opportunity for someone with drive and ambition who would like to start and progress a career in Financial Services whilst at the same working in a friendly office. Training programme for the CII Financial Services Admin Level 3. **Annual Salary**: £15,000 **Working hours**: Mon-Fri 9am to 5pm - 1hr for lunch - Total hours per...

**Are you looking for a rewarding career in financial services with an expanding, forward thinking company?** **Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?** * The Company* We are an award-winning team of Independent Financial Advisers who provide a personal,...

**Are you looking for a rewarding career in financial services with an expanding, forward thinking company?** **Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?** **The Role** Your role will be to assist our Financial Advisers by providing full administrative support...

Financial AdministratorIPS Finance is seeking an experienced Financial Administrator to join their team in Leeds City Centre. The ideal candidate will have a background in professional services and be able to support the fee earners with financial management of matters and work towards the financial strategy of the firm.Key Responsibilities:Preparing and...