Financial Services Administrator
1 month ago
We are partnering with a leading financial services firm in High Wycombe to find a skilled Senior IFA Administrator to join their team.
Key Responsibilities- Efficient Administration: Manage new business submissions and track progress across investment platforms.
- Attention to Detail: Prepare, process, and monitor new business applications.
- Client Service: Oversee client annual review packs from start to finish.
- Problem Solving: Adapt to industry changes and suggest process improvements.
- Collaboration: Work closely with colleagues and maintain a positive, proactive approach.
- Experience: Solid background in Financial Services, particularly with IFA firms.
- Motivation: A can-do attitude and passion for delivering quality results.
- Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office.
- Organisational Skills: Strong attention to detail and the ability to work both independently and in a team.
-
Financial Services Professional
1 month ago
High Wycombe, Buckinghamshire, United Kingdom Financial Divisions Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.As a Financial Advisor with our client, you'll enjoy a supportive environment...
-
Financial Services Professional
1 month ago
High Wycombe, Buckinghamshire, United Kingdom Financial Divisions Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.As a Financial Advisor with our client, you'll enjoy a supportive environment...
-
Financial Services Administrator
2 months ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. In this role, you will engage in a variety of tasks within a collaborative environment, enhancing your expertise in the financial services sector.Key Qualifications:Strong teamwork and communication abilitiesKnowledge of FCA regulationsDedication to continuous...
-
Financial Services Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeOverview:We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. This role involves a variety of tasks within a collaborative environment, allowing for professional growth in the financial services sector.Key Qualifications:Strong communication and teamwork abilitiesKnowledge of FCA guidelinesDedication to continuous...
-
Financial Services Administrator
2 months ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeOverview:We are seeking an experienced IFA Administrator to support a reputable Financial Planning firm. This role involves a variety of tasks within a collaborative environment, allowing for professional growth and development in the financial services sector.Key Qualifications:Strong communication and teamwork abilitiesKnowledge of FCA compliance...
-
Financial Services Administrator
1 month ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout Brook StreetWe are seeking a highly skilled and motivated Senior IFA Administrator to join our team in High Wycombe. As a key member of our team, you will play a vital role in supporting the growth and success of our business.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms,...
-
Financial Services Administrator
1 month ago
High Wycombe, Buckinghamshire, United Kingdom Brook Street Full timeAbout Brook StreetWe are seeking a highly skilled and motivated Senior IFA Administrator to join our team in High Wycombe. As a key member of our team, you will play a vital role in supporting the growth and success of our business.Key ResponsibilitiesEfficient Administration: Manage new business submissions and track progress across investment platforms,...
-
Senior Financial Services Administrator
1 week ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. The ideal candidate will have a strong understanding of FCA regulations and guidelines relating to financial services clients.Key Responsibilities:New business submission and tracking to conclusionDay to day client management, processing any queries which...
-
Senior Financial Administrator
1 month ago
High Wycombe, Buckinghamshire, United Kingdom Reed Full timeSenior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at Reed. This is a fantastic opportunity for a motivated and experienced professional to take on a challenging role that requires strong administrative skills, attention to detail, and excellent communication abilities.The ideal...
-
Senior Financial Services Manager
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom RD Financial Recruitment Full timeSenior Financial Services ManagerWe are seeking a highly experienced Senior Financial Services Manager to join our team. As a key member of our financial services team, you will be responsible for managing client relationships and delivering financial services, including:Managing a portfolio of clients, from SMEs to larger businesses.Leading accounts...
-
Financial Services Manager
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom RD Financial Recruitment Full timeJob Title: Client ManagerLocation: High WycombeSalary: £50,000 - £60,000 (plus excellent benefits)Sector: AccountancyQualification: Qualified Accountant (ACCA or ICAEW)We are seeking a qualified accountant with at least 1 year of post-qualification experience in general practice. The ideal candidate will have strong technical expertise in accounting,...
-
Financial Services Manager
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom RD Financial Recruitment Full timeJob Title: Client ManagerLocation: High WycombeSalary: £50,000 - £60,000 (plus excellent benefits)Sector: AccountancyQualification: Qualified Accountant (ACCA or ICAEW)We are seeking a qualified accountant with at least 1 year of post-qualification experience in general practice. The ideal candidate will have strong technical expertise in accounting,...
-
Financial Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Quality Personnel Services Ltd Full timeFinance Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at Quality Personnel Services Ltd. The successful candidate will be responsible for managing daily cash postings, reconciliations, and chasing incorrect payments.Key Responsibilities:Daily cash posting, reconciling, and chasing...
-
Financial Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Quality Personnel Services Ltd Full timeFinance Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Finance Administrator to join our team at Quality Personnel Services Ltd. The successful candidate will be responsible for managing daily cash postings, reconciliations, and chasing incorrect payments.Key Responsibilities:Daily cash posting, reconciling, and chasing...
-
Financial Planning Administrator
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The successful candidate will be responsible for providing administrative support to our Financial Planners, ensuring the smooth operation of our financial services.Key Responsibilities:New business submission and tracking to conclusionDay to day client...
-
Financial Planning Administrator
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced Financial Planning Administrator to join their team.Key Requirements and Skills:Excellent team working and liaison skills to effectively manage tasks and provide support for other team membersStrong understanding of FCA regulations and guidelines...
-
Financial Planning Administrator
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced Financial Planning Administrator to join their team.Key Requirements and Skills:Excellent team working and liaison skills to effectively manage tasks and provide support for other team membersStrong understanding of FCA regulations and guidelines...
-
Financial Planning Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced Financial Planning Administrator to join their team.Key Requirements and Skills:Excellent team working and liaison skills to effectively manage tasks and provide support for other team membersStrong understanding of FCA regulations and guidelines...
-
Financial Planning Administrator
4 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice based in Penn who are looking for an experienced Financial Planning Administrator to join their team.Key Requirements and Skills:Excellent team working and liaison skills to effectively manage tasks and provide support for other team membersStrong understanding of FCA regulations and guidelines...
-
Financial Planning Administrator
6 days ago
High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are seeking an experienced IFA Administrator to support our Financial Planning team in Penn. The successful candidate will have good team working and liaison skills, as well as an understanding of FCA regulations and guidelines.Key Responsibilities:New business submission and tracking to conclusionDay to day client management, processing any queries which...