Financial Administrator
7 days ago
We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of administrative tasks within the business.
Key Responsibilities:- Drafting and sending letters of authority (LOAs) and letters of variation (LOVs)
- Creating meeting packs and updating the internal CRM
- Answering client queries and communicating with providers and other stakeholders
- Performing ad hoc administrative tasks as required
- At least 2 years of administration experience in a wealth planning firm
- Excellent communication and organizational skills
- Ability to work independently and as part of a team
- A competitive salary of £30k - £35k depending on experience
- A secure and rewarding role with opportunities for career growth
- An excellent benefits package
If you are a motivated and organized individual with a passion for administration, we encourage you to apply for this exciting opportunity. Please contact Samantha Negbenebor at Financial Divisions for more information.
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Financial Administrator
1 day ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator **Job Summary** We are seeking an experienced Financial Administrator to support our team of financial advisers on end-to-end administration. The successful candidate will have a minimum of 2 years of administration experience in a wealth planning firm and be well-versed in end-to-end administrative support. **Key...
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Financial Administrator
1 day ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator **Job Summary** We are seeking an experienced Financial Administrator to support our team of financial advisers on end-to-end administration. The successful candidate will have a minimum of 2 years of administration experience in a wealth planning firm and be well-versed in end-to-end administrative support. **Key...
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Financial Administrator
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our support function, you will provide end-to-end administrative support to our Advisers, ensuring the smooth flow of our business operations.Key Responsibilities:Drafting and sending letters of authority and...
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Financial Administrator
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our support function, you will provide end-to-end administrative support to our Advisers, ensuring the smooth flow of our business operations.Key Responsibilities:Drafting and sending letters of authority and...
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Financial Administrator Assistant
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWealth Planning/Financial Advice BusinessOur client is a reputable financial advice business with a long-standing reputation for delivering exceptional wealth planning and financial advice to clients across various regions. The business has a team of experienced advisers and a dedicated support staff who work closely with clients...
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Financial Administrator Assistant
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWealth Planning/Financial Advice BusinessOur client is a reputable financial advice business with a long-standing reputation for delivering exceptional wealth planning and financial advice to clients across various regions. The business has a team of experienced advisers and a dedicated support staff who work closely with clients...
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Financial Administrator to Paraplanner
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
4 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our support function, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of our business operations.Key ResponsibilitiesDrafting and sending letters of authority (LOAs) and letters of...
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Financial Administrator to Paraplanner
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our support function, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of our business operations.Key ResponsibilitiesDrafting and sending letters of authority (LOAs) and letters of...
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Financial Administrator to Paraplanner
2 weeks ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeBoutique Financial Services Firm Seeks Experienced Administrator Our client is a reputable financial advice business with a long-standing reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, inheritance tax, trusts, mortgages, and some protection products to high net worth individuals and families across...
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Financial Administrator to Paraplanner
2 weeks ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeBoutique Financial Services Firm Seeks Experienced Administrator Our client is a reputable financial advice business with a long-standing reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, inheritance tax, trusts, mortgages, and some protection products to high net worth individuals and families across...
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Financial Administrator
2 weeks ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full time**Job Summary**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will provide end-to-end administrative support to our team of financial advisers, ensuring the smooth operation of our wealth management business.**Key Responsibilities**Provide administrative support to our...
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Financial Administrator
2 weeks ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full time**Job Summary**We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will provide end-to-end administrative support to our team of financial advisers, ensuring the smooth operation of our wealth management business.**Key Responsibilities**Provide administrative support to our...
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Financial Administrator to Paraplanner
3 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator to Paraplanner
3 days ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeAdministrative Support for Financial AdvisorsFinancial Divisions is a boutique IFA with a 20-year reputation for providing high-level advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and some protections to clients across Hampshire, Surrey, Berkshire, and Wiltshire.The business has 4 advisers and a full team of...
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Financial Administrator
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking an experienced Financial Administrator to support our team of financial advisors in providing exceptional service to our clients. As a Financial Administrator, you will play a vital role in ensuring the smooth operation of our administrative functions, allowing our advisors to focus on...
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Financial Administrator
1 week ago
Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking an experienced Financial Administrator to support our team of financial advisors in providing exceptional service to our clients. As a Financial Administrator, you will play a vital role in ensuring the smooth operation of our administrative functions, allowing our advisors to focus on...
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Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeIndependent Financial Advice Business Our client is a reputable financial services company that has been operating for 20 years, providing high-quality advice on various financial matters to clients across the region. The business has a strong reputation for delivering exceptional service and has built a loyal client base of high net worth individuals and...
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Basingstoke, Hampshire, United Kingdom Financial Divisions Full timeIndependent Financial Advice Business Our client is a reputable financial services company that has been operating for 20 years, providing high-quality advice on various financial matters to clients across the region. The business has a strong reputation for delivering exceptional service and has built a loyal client base of high net worth individuals and...