Senior Financial Administrator
9 hours ago
{"h1": "Senior IFA Administrator Role", "p": "We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at North Oak Recruitment Ltd. As a key member of our financial services team, you will provide exceptional client care and administrative support to our Financial Planners, ensuring seamless delivery of our services.", "ul": [{"li": "Review planning: Schedule, plan, and organize client reviews with the Financial Planner."}, {"li": "Meeting preparation: Prepare all pre-meeting requirements, including portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc."}, {"li": "Post-meeting administration: Prepare, write, and produce client reports."}, {"li": "Implementing advice actions: Execute fund switches and new business."}, {"li": "General office administration: Provide client servicing support as required."}], "h2": "Key Responsibilities", "p": "The ideal candidate will have a strong background in administration, with a minimum of 2 years' experience in the financial/wealth planning sector. You will be able to work within defined business processes, prioritize and plan your workload, and possess excellent communication and interpersonal skills. Proficiency in MS Office suite is essential.", "h2": "What We Offer", "p": "We offer a competitive salary, ranging from \u00a327,000 to \u00a335,000, depending on experience, plus benefits. If you are a motivated and organized individual looking for a new challenge, please apply with your up-to-date CV. We aim to respond to all applications within 10 days.", "p": "By submitting your CV, you consent to it being retained for use in connection with this and future relevant and/or similar vacancies. You can opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.", "h2": "How to Apply", "p": "Please submit your CV to us, and we will be in touch to discuss your application.", "p": "Thank you for considering this opportunity.", "p": "Best regards, North Oak Recruitment Ltd."}
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Financial Services Administrator
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Financial Services Administrator
5 days ago
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Financial Administrator
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Financial Administrator
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7 days ago
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Junior Financial Services Coordinator
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Financial Administrator
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Financial Administrator
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Financial Administrator
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Leicester, Leicester, United Kingdom NJR Recruitment Full timeJob Summary:We are seeking a highly skilled and motivated Financial Administrator to join our team at NJR Recruitment. As a key member of our team, you will be responsible for providing administrative support to our Financial Planners and assisting with the management of client portfolios.Key Responsibilities:Supporting Financial Planners: Provide...
