Experienced Financial Services Administrator

2 weeks ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
{"Job Summary

We are seeking an experienced Administrator to join our team in London, supporting a highly regarded boutique financial planner. The successful candidate will provide exceptional quality administrative and technical support to the team, assisting in delivering an outstanding holistic financial planning service to new and existing clients.

Key Responsibilities

* Provide administrative support to the team, including client servicing, meeting preparation, and documentation
* Use appropriate systems and processes to submit new business to providers
* Prepare documentation for client meetings, including literature, illustrations, and forms from providers
* Liaise with product providers to ensure all applications are received and completed
* Produce accurate client portfolio valuations and statements
* Complete and assist with trades and portfolio rebalancing, as required
* Assist with cash management control on client accounts
* Close plans correctly on Intelligent Office in a timely manner

Requirements

* At least 3 years' experience within the independent sector of the financial services industry, in a relevant administration role
* Sound technical knowledge covering pensions and investments, all aspects of documentation, including Trusts and legal documents
* Demonstrable experience of delivering client service at the highest level
* Experience of using iO or equivalent system to perform an administrative role
* Excellent IT skills with a good working knowledge of Excel
* Excellent written and verbal communication skills with a high level of attention to detail
* Sufficient understanding of the needs of Financial Services teams, FCA rules, and compliances

Competencies

* Ability to work to pressing deadlines, routinely involving a level of time commitment beyond standard working hours
* Personal resilience and ability to handle the pressure of a busy team, demanding workload, and complex client needs
* Enthusiastic and proactive approach to assisting the adviser team and clients
* Sound professional judgment, ability to work well under own initiative, and common-sense, innovative, and solution-focused approach to problems
* Punctuality, presentability, and professionalism at all times

What We Offer

* Opportunity to work with a highly regarded boutique financial planner
* Collaborative and dynamic team environment
* Professional development and growth opportunities
* Competitive salary and benefits package

If you are a motivated and experienced Administrator looking for a new challenge, please submit your application.

  • Experienced Financial Services Administrator

    1 month ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Position: 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...

  • Experienced Financial Services Administrator

    1 month ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Position: 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...

  • Senior Administrator

    3 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About 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...

  • Senior Administrator

    3 weeks ago

    London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About 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...

  • Financial Services Administrator

    4 days ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    A 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...

  • Financial Services Administrator

    4 days ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    A 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...

  • Financial Services Administrator

    5 days ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    Exciting 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...

  • Financial Services Administrator

    5 days ago

    London, Greater London, United Kingdom Robinson Financial Careers Full time

    Exciting 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...

  • Financial Services Administrator

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock 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...

  • Financial Services Administrator

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock 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...

  • Financial Services Administrator

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock 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...

  • Financial Services Administrator

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Unlock 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...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role** We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our administration team, you will play a vital role in supporting our dynamic high billing Advisers with all administrative tasks. **Key Responsibilities** Process new client packs and create and maintain client records Work...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    **About the Role** We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our administration team, you will play a vital role in supporting our dynamic high billing Advisers with all administrative tasks. **Key Responsibilities** Process new client packs and create and maintain client records Work...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...

  • Financial Administrator

    2 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...

  • Financial Administrator

    2 days ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...

  • Financial Administrator

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial 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...