Financial Services Administrator
2 days ago
A challenging role has arisen within a highly respected Chartered Financial Services firm based in London. This is an opportunity for a responsible, self-motivated, well-organised candidate.
The Role· Conducting research on a broad range of financial products across all financial sectors
· Collaborating with an Adviser on various cases
Responsibilities· Preparing valuations
· Completing the full Annual Review process as a key part of the business
· Liaising with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process
· Managing and maintaining a precise record of pipeline and submitted business in order to update clients and Adviser accordingly
· Sending Letters of Authority
· Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Engage
· General Administration duties
· Liaising with the Compliance Department
· Creating and maintaining client files and entering details onto the back-office database
· Submitting Business on internal and external systems
· Working with the back-office system
· Completing fact-finding on system for new clients
· Monitoring trail fees, consolidating correct amounts from correct providers and company payment
· Post management, uploading...
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Experienced Financial Services Administrator
1 month ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timePosition: Experienced Financial Services AdministratorLocation: London CityCompensation: Up to £38,000 (Dependent on Experience)Join a dynamic team at a reputable Appointed Representative of St. James's Place Plc.An exciting opportunity has emerged for a skilled Experienced Financial Services Administrator. You will be an integral part of a vibrant team...
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Senior Administrator
3 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Administrator, you will play a crucial role in providing technical and administrative support to our clients, while maintaining an excellent level of customer service.Key ResponsibilitiesProvide...
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Senior Administrator
3 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Senior Administrator, you will play a crucial role in providing technical and administrative support to our clients, while maintaining an excellent level of customer service.Key ResponsibilitiesProvide...
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Experienced Financial Services Administrator
1 month ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timePosition: Experienced Financial Services AdministratorLocation: London CityCompensation: Up to £38,000 (Dependent on Experience)Join a dynamic team at a prestigious Appointed Representative of St. James's Place Plc.An exciting opportunity has emerged for a skilled Financial Services Administrator. You will be an integral part of a vibrant team, managing...
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Financial Services Administrator
2 days ago
London, Greater London, United Kingdom Robinson Financial Careers Full timeA rare opportunity exists for an experienced Financial Services professional to join a dynamic and ambitious national financial advisory firm as a Junior Paraplanner / IFA Administrator at their office in Central London.Applications are welcomed from administrators, case managers, and junior paraplanners currently working within financial services, who are...
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Financial Services Administrator
3 days ago
London, Greater London, United Kingdom Robinson Financial Careers Full timeA rare opportunity exists for an experienced Financial Services professional to join a dynamic and ambitious national financial advisory firm as a Junior Paraplanner / IFA Administrator at their office in Central London.Applications are welcomed from administrators, case managers, and junior paraplanners currently working within financial services, who are...
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Financial Services Administrator
4 days ago
London, Greater London, United Kingdom Robinson Financial Careers Full timeExciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Central London.About the RoleThis is a rare opportunity to develop a rewarding career in financial services, working towards DipFS status. As a Junior...
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Financial Services Administrator
4 days ago
London, Greater London, United Kingdom Robinson Financial Careers Full timeExciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Central London.About the RoleThis is a rare opportunity to develop a rewarding career in financial services, working towards DipFS status. As a Junior...
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Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Potential in Wealth ManagementFinancial Divisions is seeking an experienced IFA Administrator to join our team in North London. As a key member of our wealth management firm, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client experiences.Key Responsibilities:Assist with annual review meeting...
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Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Potential in Wealth ManagementFinancial Divisions is seeking an experienced IFA Administrator to join our team in North London. As a key member of our wealth management firm, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client experiences.Key Responsibilities:Assist with annual review meeting...
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Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Potential in Wealth ManagementFinancial Divisions is seeking an experienced IFA Administrator to join our team in North London. As a key member of our wealth management firm, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client experiences.Key Responsibilities:Assist with annual review meeting...
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Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Potential in Wealth ManagementFinancial Divisions is seeking an experienced IFA Administrator to join our team in North London. As a key member of our wealth management firm, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client experiences.Key Responsibilities:Assist with annual review meeting...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities ** Meeting Preparation**: Assist...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities ** Meeting Preparation**: Assist...
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Financial Administrator
1 week ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
7 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
14 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Administrator. This is an excellent opportunity for someone with 1 to 2 years of experience in IFA administration to progress their career and gain valuable skills in a fast-paced and supportive environment.Key Responsibilities:Process new...
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Financial Administrator
17 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a talented and dynamic individual to join our team as a Financial Administrator. This is an excellent opportunity for someone with 1 to 2 years of experience in IFA administration to progress their career and gain valuable skills in a fast-paced and supportive environment.Key Responsibilities:Process new...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities • Provide administrative...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities • Provide administrative...