Financial Services Administrator

Financial Planning AssistantWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, while also contributing to the growth and development of our business.Key Responsibilities:Assist...

A career opportunity has arisen for a Part Time Senior IFA Financial Administrator with 3 years- 5 years+ IFA Admin experience to join Financial Divisions, an established firm of Financial Planners based in Colchester.The successful candidate will be well-versed on end-to-end admin in a wealth planning firm, including drafting LOA's, LOV's, creating meeting...

**Job Title: Mortgage Administrator** **Reporting to**:Operations Director **Job Responsibilities: General** Portray a professional image in such a manner as to enhance the reputation of the company with both clients and introducers alike. - Communicate in a professional manner, ensuring the clients and all other relevant parties are kept fully...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is desirable but not essential. - A good...

Role OverviewWe are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Your ResponsibilitiesAs a pivotal member of the team, you will work alongside three Partners, contributing to the...

Job Summary: We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendationsConduct thorough research and analysis of...

The role of a credit controller is to ensure timely and accurate payment processing from customers. Key responsibilities include chasing accounts, maintaining credit insurance databases, and advising on potential payment issues.As a credit controller at Financial Staffing Solutions, you will be responsible for managing client relationships and ensuring...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full Time position, 9am-5pm Monday to Friday. Immediate Start Available. Financial Services experience is preferred. - A good work ethic -...

About the Company:We are a leading recruitment agency, TEMPLEGATE RECRUITMENT LIMITED, specializing in Financial Services recruitment. Our client, a highly successful Independent Financial Advisory firm, is seeking a skilled professional to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full-Time position, 9am-5pm Monday to Friday. Immediate Start Available. - A good work ethic - Confident working in a fast-paced professional...

Job Title: Accounts OfficerColchester Borough Homes is seeking an experienced Accounts Officer to join their Finance Team. The successful candidate will be responsible for processing high volumes of invoices, working with various systems, and balancing speed and accuracy.Key Responsibilities:Process and reconcile invoicesManage and maintain financial...

An exciting opportunity to join a rapidly expanding and ambitious financial services company. We are looking for a Financial Services Administrator to provide support to our team of advisers. Please note this is a Full-Time position, 9am-5pm Monday to Friday. Immediate Start Available. - A good work ethic - Confident working in a fast-paced professional...

An opportunity has become available for a Financial Planning Administrator in East Anglia to join a growing financial planning firm. **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner - Record annual review dates on the back office system...

About the Company:We are a well-established and highly successful recruitment agency, Templegate Recruitment Limited, specializing in Financial Services. We are recruiting on behalf of a leading Independent Financial Advisory (IFA) firm that offers expert financial planning and investment advice.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...

About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented individual to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to...

Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented...

Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on experience and qualifications)About the Company:We are recruiting on behalf of a well-established and highly successful Independent Financial Advisory (IFA) firm that offers comprehensive financial planning and investment advice. They are seeking a professional, detail-oriented...

About the company **Extraordinary lives. Outstanding people.** The life of every resident we proudly care for is extraordinary, rich in history and unique life stories. We are Caring Homes, one of the UK’s leading providers of nursing, residential and dementia care. We have beautiful homes nationwide and we’re still growing. And we know that genuine...

We are seeking a highly motivated and ambitious individual to join our team as an Assistant Financial Planner at Time Appointments, a leading Independent Financial Advisors based in Colchester.This exciting opportunity is part of a two-year training programme designed to equip the successful candidate with the skills and knowledge required to progress to an...

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management. My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to...