Financial Services Administrator

**Technical Administrator** **Location: Cheltenham (GL50)** **Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits** **Hours: Full time** Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

Technical AdministratorLocation: Cheltenham (GL50)Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefitsHours: Full time Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional and...

**Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...

Location: CheltenhamSalary: £30,000 - £40,000 per annum with potential for 10% annual bonusThis is a challenging role that would suit a highly organized and professional individual who enjoys using their initiative.About the Role:Working as part of the team at an Appointed Representative of St. James's Place Plc.Preparing letters, presentations and reports...

Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

**Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Cheltenham **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Cheltenham who are looking to bring on an Administrator. If you are looking for a long-term career...

**More about the role**: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liaising with product providers to obtain client information and dealing with client queries.**Alice Halford****: Senior Recruitment Consultant **Responsibilities**: - Liaising with...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

**Job Title**: Entry Level Financial Administrator **Industry**: Financial Services **Location**: Bath/ Cheltenham/ Chelmsford **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in...

**Advisor Assistant** **Location**: Cheltenham - City Centre (GL50) **Salary**: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefits **Hours**:Full time, Office based - 9.00am - 5.00pm **Working as part of the team at an Appointed Representative of St. James’s Place...

Operations Manager - Financial ServicesWe are Attivo, a leading Independent Lifestyle Financial Planners. Our approach is built on transparency, openness, and honesty, which fosters trust with our clients and inspires their financial confidence.Our experienced Financial Planners and expert support teams are committed to delivering more for all our clients....

About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

We are seeking a skilled and experienced individual to provide administrative support to our team of independent financial advisers. The successful candidate will be responsible for maintaining and updating our database with relevant policy information, as well as corresponding with providers across the market to ensure our clients receive the best possible...

An ambitious individual is sought by i2i Recruitment to join their team as a financial administrator trainee. This role involves preparing and managing financial documents, entering and updating data using internal systems, reconciling accounts and managing cash allocation, and supporting report updates to ensure deadlines are met.Key...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

IFA Administrator - £32K DOE – Cheltenham - HybridI’m currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportunity...

Job Description IFA Administrator - £32K DOE – Cheltenham - Hybrid I’m currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a...

IFA Administrator - £32K DOE – Cheltenham - HybridI’m currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic opportunity...