Financial Services Administrator

We are a Financial Advice intermediary specialising in wealth management, pensions, investments, mortgage planning & insurance advice. We moved to the St. James’s Place network 4 years ago, we are now one of the fastest growing businesses in the FTSE100 network and already manage over £100m of client assets. We are looking for somebody to join our busy...

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator, Financial Planning Administrator to join their team due to company expansion, following the business' continued success. The companyoffer a supportive and experienced team to work within, and opportunities for progression and career...

**Financial Services Administrator** Fareham area £22,000 - £28,000 per annum, depending on experience - Are you looking for work in the Fareham area for a growing financial company with a vibrant and close-knit team environment?_ - Do you have previous customer service and administration experience in a financial environment?_ - _ If you answered yes...

My client, a well-established and very well-respected Financial Advice firm are seeking an experienced IFA Administrator to join their team due to company expansion, following the business' continued success. The company offer a supportive and experiencedteam to work within, and opportunities for progression and career development, including exam support....

Job Overview">We are seeking an experienced IFA Administrator to join our team at Artemis Recruitment Consultants Ltd.">The successful candidate will be responsible for assisting Financial Advisers in preparing recommendations and producing suitability reports, as well as maintaining client records and data gathering.Key Responsibilities">Collect and collate...

Artemis Recruitment Consultants Ltd is seeking a highly organized and efficient Operations Administrator to join our client's team in Fareham. As a key member of the team, you will be responsible for delivering exceptional administrative support and contributing to the success of our client's business.Your primary responsibilities will include:Managing...

**Job Title**:Branch Administrator **Location**:Fareham, Hampshire **Salary**:Up to £20,000 dependent on experience **Job Type**: Full Time, Permanent - Monday to Friday 8.30am-5.00pm. Part Time is available on negotiation. Temple Wealth was established in 2010 by a group of experienced Independent Financial Advisers with a view to creating a...

Artemis Recruitment Consultants Ltd is seeking a skilled Senior Financial Services Administrator to join their team. The ideal candidate will have experience in maintaining good working relationships in the delivery of financial advice services.The successful candidate will be responsible for assisting Financial Advisers in preparing recommendations and...

Dynamite Recruitment is seeking a financial planning administrator to join a Small and professional Financial Planning firm in Fareham. This role is to join the back-office administration team. Duties include: - Supporting advisers with various tasks - Preparation of Review Packs and reports - Arranging client appointments - Dealing with post - Answering...

**Longstanding, small scale highly successful financial planning firm with 130k FUM are seeking a IFA Administrator to join their team on a part time basis, Monday, Tuesday and Friday, due to a longstanding team member reducing their hours. Opportunity to go full time in the future if desired.** You will be working within a team of 3 administrators to...

We are seeking an Office Administrator - Financial Services to join our team, providing exceptional client service and supporting the senior management and financial advisers in delivering outstanding results. This is an excellent opportunity for someone who is passionate about providing top-notch customer service and has a strong interest in the financial...

Deep Blue Financial is a professional, family friendly organisation, providing financial advice across the south of England and beyond, with a small team of experienced advisers and dedicated administrative staff. We provide independent financial advice across three main areas of financial planning; Pensions, Investments and Protection. The advice that we...

Our client is a highly successful IFA and is now growing. They are now seeking a bright and experienced Technical Administrator/Paraplanner to join them. This is a multifaceted office-based role and requires someone with exceptional attention to detail and accuracy. You will receive full training and support and a chance to progress your career in Financial...

**Title:Client Services Administrator** **Location: Whiteley, Southampton** **Salary : £28,000 - £32,000** **Reference: 7113** Recruit UK is working with an award-winning Financial Planning firm in Whiteley who have an exciting opportunity for a Client Services Administrator to join their team. Due to recent success across their 5 offices, this...

My client are looking for a Customer Service Administrator to join their busy team based in Fareham.Role DescriptionThis is a full-time on-site role, the Customer Service Administrator will be responsible for supporting daily office operations, handling administrative tasks, managing phone calls with professionalism, and providing executive-level assistance....

My client are looking for a Customer Service Administrator to join their busy team based in Fareham. Role Description This is a full-time on-site role, the Customer Service Administrator will be responsible for supporting daily office operations, handling administrative tasks, managing phone calls with professionalism, and providing executive-level...

As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Generating...

As a Service Administrator you will provide administrative support and administer the office and field functions including purchase orders, contracts, compliance and office operations. You will also be willing to pitch in with a variety of tasks linked to your job to support your manager, your team, and our client. Your key tasks will include: - Main point...

My client who is based in Whiteley is currently looking for a Client Services Administrator to join them on a permanent basis. **Client Details** My client is a financial services company based in Whiteley. **Description** As the Client Services Administrator you will be responsible for: - Providing an excellent level of service to clients - Being...

My client in Whiteley is looking for a Trainee Compliance Administrator. **About Our Client**: My client is a niche financial services firm with this role based in Whiteley and also 7 other offices across the globe. Job Purpose To assist the Assistant Manager, Risk Assurance & Compliance function (UK), and the Money Laundering Compliance Officer ("MLCO")...