Financial Services Administrator
6 days ago
Fram Search is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our Financial Advisor team, you will play a crucial role in ensuring the smooth operation of administrative tasks, allowing our advisors to focus on client engagement and strategy.
Key Responsibilities- Administrative Support: Provide comprehensive administrative support to our Financial Advisors, including managing client documentation, coordinating client meetings, and preparing necessary materials.
- Client Records and Databases: Maintain and update client records and databases, ensuring accuracy and compliance.
- Reporting and Communication: Assist in the preparation of reports and financial statements, and liaise with clients and providers to facilitate smooth communication and service delivery.
- Experience: Previous experience in a financial services administration role is preferred.
- Skills: Strong organizational skills, attention to detail, excellent communication and interpersonal abilities, and proficiency in Microsoft Office Suite.
- Teamwork: Ability to work independently and as part of a team.
- Knowledge: Knowledge of financial products and services is an advantage.
Fram Search is a reputable Wealth Management firm based in the Bournemouth/Poole Area. Our team is dedicated, professional, and passionate about helping clients achieve their financial goals. We are committed to providing exceptional financial advice and wealth management services to a diverse client base.
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Experienced Financial Services Administrator
4 weeks 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
5 days 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
5 days 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
4 weeks 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 Administrator
3 hours 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 hour 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
4 days 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
4 days 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
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading wealth management firm in North London. As an IFA Administrator, you will play a crucial role in supporting our team of financial advisors and administrators.Key Responsibilities:Assist in the preparation of annual review meeting materials,...
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Financial Administrator
4 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
3 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
3 days 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...
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Financial Administrator
3 days 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...
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Financial Administrator
5 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
4 hours ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As a key member of our Paraplanning team, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client service.Key ResponsibilitiesAssist in the preparation of annual review meeting materials,...
