Current jobs related to Financial Services Administrator - Cambridge, Cambridgeshire - Evelyn Partners

  • Financial Services Administrator

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company Overview Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive suite of financial and professional services caters to individuals, family trusts, professional intermediaries,...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

  • Financial Administrator

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to provide financial administration support to the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants...

  • Financial Administrator

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to provide financial administration support to the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

  • Financial Administrator

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to join our team at the University of Cambridge. The successful candidate will be responsible for managing accounts payable and receivable, processing purchase orders, and maintaining accurate financial records.Key Responsibilities:Manage accounts payable and...

  • Financial Administrator

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support all financial aspects of the day-to-day operation of multiple projects.Liaise with the Physics Accounts Team and the Research...

  • Financial Administrator

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support all financial aspects of the day-to-day operation of multiple projects.Liaise with the Physics Accounts Team and the Research...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance CoordinatorWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.Key Responsibilities:Support financial aspects of day-to-day operations of multiple projectsLiaise with Physics Accounts Team and Research Office Grants team to...

  • Financial Planning Administrator

    1 week ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesProvide full...

  • Financial Administrator

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the University of Cambridge. The successful candidate will provide administrative support to the Finance Manager and Finance Co-ordinator, assisting in the administration of accounts and maintaining financial records within the Institute of...

  • Financial Administrator

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the University of Cambridge. The successful candidate will provide administrative support to the Finance Manager and Finance Co-ordinator, assisting in the administration of accounts and maintaining financial records within the Institute of...

  • Financial Administrator

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job SummaryWe are seeking a highly motivated and innovative Finance Coordinator to support financial administration in the Leverhulme Centre for Life in the University of Cambridge.This role will contribute to the financial administrations in a highly trained, efficient and flexible manner to the centre manager and PI's affiliated with the Centre.The post...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the Institute of Continuing Education (ICE). As a key member of our finance team, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Process income and expenditure transactions, including...

  • Financial Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full time

    Job Title: Finance ClerkWe are seeking a highly organized and detail-oriented Finance Clerk to join our team at the Institute of Continuing Education (ICE). As a key member of our finance team, you will play a crucial role in ensuring the smooth operation of our financial processes.Key Responsibilities:Process income and expenditure transactions, including...

  • Administrative Assistant

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cavill Robinson Financial Recruitment Full time

    Administrative Assistant OpportunityWe are seeking an experienced and proactive Administrative Assistant to join our team at Cavill Robinson Financial Recruitment. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office.Key Responsibilities:Develop and implement efficient administrative systems and...

  • Administrative Assistant

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Cavill Robinson Financial Recruitment Full time

    Administrative Assistant OpportunityWe are seeking an experienced and proactive Administrative Assistant to join our team at Cavill Robinson Financial Recruitment. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our office.Key Responsibilities:Develop and implement efficient administrative systems and...

  • Financial Administrator

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Turner & Townsend Full time

    Job Title: Finance AssistantJob Summary:We are seeking a highly skilled Finance Assistant to join our team at Turner & Townsend. The successful candidate will be responsible for providing financial administration support to our site-based team, including managing purchase orders, invoices, and financial data.Key Responsibilities:Manage purchase orders across...

  • Financial Planning Administrator

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, empowering them to achieve their financial goals.Job DescriptionWe are seeking an ambitious and organized...

Financial Services Administrator

3 months ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. Our extensive portfolio of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.

We pride ourselves on delivering an award-winning client experience by recruiting top talent. Join us in our commitment to democratizing access to quality financial advice, as we believe everyone deserves good guidance, no matter their financial stage.

Our remarkable growth and innovation are anchored in our core principles: Personalization, providing advice rooted in a genuine understanding of client needs; Partnership, collaborating closely with clients; and Performance, showcasing a comprehensive range of advisory expertise to achieve outstanding results.

Role Overview

Financial Services Administrator – Wealth Management

Key Responsibilities

We are in search of a driven individual to join our Wealth Management team in a pivotal administrative role. You will be tasked with delivering comprehensive administrative support to Financial Planners while fostering relationships with clients to ensure a seamless and positive client journey.

Benefits of Joining Us

As a Financial Services Administrator at Evelyn Partners, you will receive support for both personal and professional growth. Our structured training program offers Training & Competency oversight to enhance your development. We promote continuous professional advancement through ongoing education and qualifications, and you will have the chance to collaborate with and learn from our seasoned Investment Managers and Financial Advisors.

This position offers a hybrid working model, requiring in-office attendance three days a week following the probation period.

Qualifications for Success

To excel in this role, candidates should possess:

  • Proven experience within the financial services sector
  • A strong desire to build a career in financial services, with a commitment to learning and growth
  • A robust client service ethic
  • Excellent verbal and written communication skills, with the ability to cultivate relationships
  • Strong organizational skills and the ability to effectively manage workload
  • Sound judgment and reasoning skills to propose effective solutions
  • Familiarity with Investments, Pensions, and Life Assurance is preferred

Additional Benefits

As a valued team member at Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contributions
  • Hybrid working model (role dependent)
  • Generous holiday entitlement
  • Option to purchase additional leave
  • Shared parental leave

We celebrate the diversity that a varied workforce brings, reflecting our society and client base. At Evelyn Partners, we actively engage in numerous employee resource groups and are committed to implementing diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of identity, background, or circumstances, feel respected and empowered to reach their full potential in a safe and supportive environment.

We are dedicated to making reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any specific requirements.