Lead Financial Administrator

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.Do you have the right skills and experience for this role Read on to find out, and make your application.We believe in...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...

About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....

About the RoleAs a Financial Advisor with Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. Our team is dedicated to providing exceptional service and expertise to our clients, and we are seeking a talented professional to join our ranks.Key ResponsibilitiesDevelop and implement comprehensive...

About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our team....

Job DescriptionCompany OverviewQuilter Financial Advisers is a leading advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping clients achieve their financial goals.Job SummaryWe are seeking a skilled Financial Planning...

Job SummaryWe are seeking a highly skilled Financial Officer to join our team at Hoop Recruitment. As a key member of our finance department, you will play a crucial role in ensuring the accuracy and integrity of our financial systems.Key ResponsibilitiesSupport the Finance Manager in maintaining robust and compliant financial systems.Oversee financial...

Job SummaryWe are seeking a highly skilled Financial Officer to join our team at Hoop Recruitment. As a key member of our finance department, you will play a crucial role in ensuring the accuracy and integrity of our financial systems.Key ResponsibilitiesSupport the Finance Manager in maintaining robust and compliant financial systems.Oversee financial...

**Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:Cardiff **Salary**: £24-28,000 **Job Reference**:7805 Recruit UK is working on an excellent opportunity for an IFA Administrator, who wants to progress into Paraplanning! The firm has decades of experience providing Financial Advice to clients across South Wales, offering a...

About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals across the UK. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to...

Job Summary: RESPONSIBILITIES Research a broad range of financial products across all financial sectors Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

Due to the continuing expansion of our client, we are currently seeking a Graduate Trainee Pensions Administrator to join their team. Working as part of their busy administration team, the successful applicant will contribute to the servicing of clients' group pensions arrangements, dealing with all aspects of scheme administration and also involving...

Financial Planning Administrator Leeds 24, ,000 NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients Based on the outskirt of Leeds, our client is looking to recruit an experienced Financial...

**About the Role**Recruit UK | Certified B Corp™ is working on an exciting opportunity for a Financial Planning Administrator to join a Financial Planning firm in a dynamic environment. Our client is a Chartered Financial Planning company, who puts the clients' personal wealth goals at the forefront of everything they do. As their client base continues to...

**About the Role**Recruit UK | Certified B Corp™ is working on an exciting opportunity for a Financial Planning Administrator to join a Financial Planning firm in a dynamic environment. Our client is a Chartered Financial Planning company, who puts the clients' personal wealth goals at the forefront of everything they do. As their client base continues to...

**Background** Our Independent Financial Advisers work alongside Hugh James lawyers, which mean clients benefit from the experience of a UK top 100 law firm that’s over 50 years old. Our independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to,...

We are working closely with an independent financial planning business on the outskirts of Cardiff in one of the City's affluent areas! Due to recent expansion they are now looking for a financial services administrator to join the growing team. Duties will include but will not be limited to: - Contact and database management - Task Management Liaising...