Financial Services Administrator
7 days ago
The role is based with a highly respected financial services firm in the UK.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
**Key Responsibilities & Accountabilities**
- New business processing and submission to Business quality, submitting onto external and internal systems
- Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
- Liaison with a variety of product providers and use of their online systems to gather valuations etc
- Working with back-office system to maintain client records, process annual reviews reports and new business processing
- Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
- General Administration and client servicing support as needed
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.
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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
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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,...
