Current jobs related to Financial Services Administrator - Croydon, Greater London - Blakemore Recruitment
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser - HNWJoin our team of experienced financial professionals at Financial Divisions, a leading independent wealth planning firm with offices near Croydon. We are seeking an established financial adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business...
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser - HNWJoin our team of experienced financial professionals at Financial Divisions, a leading independent wealth planning firm with offices near Croydon. We are seeking an established financial adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business...
-
Financial Adviser
3 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeJob Title: Financial AdviserJob Description:We are seeking an experienced Financial Adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business opportunities.Key Responsibilities:Manage a portfolio of 130 clients with a total assets under management of £30mGenerate new business...
-
Financial Adviser
3 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeJob Title: Financial AdviserJob Description:We are seeking an experienced Financial Adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business opportunities.Key Responsibilities:Manage a portfolio of 130 clients with a total assets under management of £30mGenerate new business...
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser - HNWJoin our team of experienced financial professionals at Financial Divisions, a leading independent wealth planning firm with offices near Croydon. We are seeking a skilled Financial Adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business opportunities.About...
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser - HNWJoin our team of experienced financial professionals at Financial Divisions, a leading independent wealth planning firm with offices near Croydon. We are seeking a skilled Financial Adviser to manage a book of business from a retiring adviser, with a focus on servicing existing clients and generating new business opportunities.About...
-
Financial Administrator
2 weeks ago
Croydon, Greater London, United Kingdom Cathay Investments Full timeAt Cathay Investments, we are seeking a skilled Financial Administrator to join our central accounts team. As a Financial Administrator, you will be responsible for managing financial transactions, processing accounts payable and receivable, and maintaining accurate financial records.Key Responsibilities:Record and process financial transactionsMonitor...
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser OpportunityFinancial Divisions is seeking an experienced Financial Adviser to manage a book of business from a retiring adviser. This is a servicing role that requires a strong background in independent wealth planning and the ability to work with complex HNW cases.Key Responsibilities:Manage a book of business with £30m AUM across 130...
-
Financial Planner
4 weeks ago
Croydon, Greater London, United Kingdom Financial Divisions Full timeFinancial Adviser OpportunityFinancial Divisions is seeking an experienced Financial Adviser to manage a book of business from a retiring adviser. This is a servicing role that requires a strong background in independent wealth planning and the ability to work with complex HNW cases.Key Responsibilities:Manage a book of business with £30m AUM across 130...
-
Financial Administrator Assistant
2 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator Assistant to join our team at Hcml Today. The successful candidate will provide administrative support to the Finance Manager and their team, primarily maintaining the Accounts Payable mailbox, answering invoice queries, and reconciling supplier statements.Key...
-
Financial Administrator Assistant
3 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: AAT Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
4 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
4 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
1 month ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
1 month ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
3 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
3 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator Assistant
3 weeks ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: AAT Financial Administrator ApprenticeJoin Hcml Today as a Financial Administrator Apprentice and contribute to the success of our Finance Team.About the RoleWe are seeking a highly organized and detail-oriented individual to provide administrative support to our Finance Manager and team. As a Financial Administrator Apprentice, you will be...
-
Financial Administrator
2 weeks ago
Croydon, Greater London, United Kingdom Cathay Investments Full timeAt Cathay Investments, we are seeking a highly skilled Financial Administrator to join our central accounts team. As a key member of our team, you will be responsible for managing financial transactions, maintaining accurate records, and providing support to our finance team.Key Responsibilities:Record and process financial transactions, including accounts...
-
Financial Administrator Assistant
1 month ago
Croydon, Greater London, United Kingdom Hcml Today Full timeJob Title: AAT Financial Administrator ApprenticeLocation: Hybrid – Croydon 2 days/weekHours: Full time, 37.5 hours per week.Status: PermanentPurpose of the RoleAs a key member of our Finance Team, you will provide administrative support to the Finance Manager and their team, focusing on maintaining the Accounts Payable mailbox, responding to invoice...
Financial Services Administrator
2 months ago
We are currently working with a leading financial services firm who are looking to recruit a Financial Services Administrator in their team. They are looking for someone who has experience working in a similar role.
Purpose
To provide pre and post-sales support to the financial advisors. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner.
Responsibilities
Supporting two financial advisors with help on preparing reviews and annual valuations using back office systems.
Preparing reports to clients following review process.
Assistance with processing any new investments and pension plans.
Knowledge of how to administer a mortgage application would be useful although a small part of the role.
Assist advisor with doing research on appropriate products using systems we provide to assist the research programme.
Help with preparing suitability reports on any new advice provided.
