Financial Portfolio Administrator

Clark Wood seeks a seasoned Financial Portfolio Manager to oversee client relationships, manage portfolios, and ensure timely financial compliance. With extensive experience in general practice accounting, the ideal candidate will possess excellent communication skills, strong leadership abilities, and a proven track record of delivering high-quality...

Job SummaryWe are seeking an experienced Financial Administrator to join our team in a Financial Advisory firm. The successful candidate will provide administration support for Financial Advisers and Directors.About the RoleProvide administrative support to Financial Advisers and DirectorsArrange basic administration requirements from file notesCollate costs...

We are seeking an exceptional Portfolio Leader - Financial Services to join our team at IPS Group Careers. In this role, you will be responsible for leading a portfolio of clients, providing expert guidance on financial matters, and maintaining strong relationships with existing clients.Key responsibilities will include:Managing a team of junior and...

Job OverviewWe are seeking an experienced Financial Services Administration Manager to join our expanding team at Career Cross Limited. As a key member of our organization, you will be responsible for overseeing the day-to-day administrative tasks related to financial services.**Key Responsibilities:**Producing and pre-populating application formsObtaining...

Job SummaryIn this dynamic role as a Financial Portfolio Manager at IPS Finance, you will be responsible for managing a portfolio of non-audit clients. Your primary duties will include preparing and reviewing statutory accounts, tax returns, and VAT submissions. Additionally, you will maintain contact with existing clients from various sectors, primarily...

Job Description: Portfolio Management DirectorThe Portfolio Management Director will oversee the entire portfolio, focusing on long-term goals and strategic objectives. This role requires a strong understanding of project management principles and excellent leadership skills to guide cross-functional teams.Main Responsibilities:- Develop and execute a...

About the RoleCareer Cross Limited is recruiting for an Administrative Lead for Financial Operations to join our successful financial planning organization. This is an exciting opportunity for an experienced professional to take on a key role in our expanding team.**Main Tasks and Responsibilities:**Manage and coordinate daily operations related to financial...

Job Summary: Senior Portfolio StrategistWe are seeking a highly skilled Senior Portfolio Strategist to join our team at Vallum Associates. As a key contributor to our organization, you will be responsible for developing and executing a comprehensive portfolio strategy that aligns with business objectives.Main Responsibilities:- Develop and maintain a deep...

Temporary Finance AssistantWe are seeking a temporary Finance Assistant to work with our client, a local charity, for 2-3 months.This part-time role involves various financial tasks and has the possibility of flexibility in work days, requiring 15 hours per week.Administrative duties for the Purchase Ledger, including adding invoices and managing related...

Job Description: Senior Financial AdministratorWe are seeking a highly skilled Senior Financial Administrator to join our team in Sheffield city centre. This is a permanent role with a competitive salary of £38,000 - £48,000 per annum.Key responsibilities include:Managing budgets and financial reports.Negotiating contracts and ensuring business...

Dutton Recruitment seeks an experienced Bookkeeper to join our team. As a skilled professional, you will be responsible for maintaining accurate and up-to-date financial records for a portfolio of clients. You will process invoices, receipts, and payments, perform regular bank and credit card reconciliations, and investigate discrepancies.This permanent...

My client, a prominent nationwide Financial Advisory firm, is seeking an experienced Administrative Support Specialist to join their team. The ideal candidate will have around 1+ years of experience working within a Financial Advisory firm as an Administrator or PA.The successful candidate will be responsible for providing administration support for both the...

Job SummaryWe are recruiting a skilled Bookkeeper to join our team in the Kiveton area. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records for a portfolio of clients.Key Responsibilities:Processing financial transactions and maintaining recordsPerforming regular bank and credit card reconciliationsLiaising with...

About Austin Fraser">Our client is a fully independent nationwide financial advisory firm providing sound financial advice to both businesses and individuals.">We are seeking an experienced administrator to provide administration support for our team, responsible for the daily operations of the business.">Key Responsibilities">Collate costs and charges...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

Are you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Financial Services Administrator Lead OpportunityWe're seeking a skilled administrator to join our team as a Financial Services Administrator Lead. This role offers a chance to develop your expertise in pension administration while contributing to the success of our clients.Take on leadership responsibilities, guiding colleagues and driving projects...

Job DescriptionWe are seeking an experienced Portfolio Valuation Specialist to support the direct equity valuation process for a large portfolio of equity investments.The successful candidate will deliver the direct valuation process in line with policies, external statutory guidance and industry best practice, working closely with key stakeholders including...

About the Role">We are seeking an experienced Administrator to support our Financial Advisers and Directors with day-to-day administrative duties.">Responsibilities">The successful candidate will be responsible for arranging administration, collating costs, preparing client packs, sending letters, scanning documents, and handling telephone calls.In addition,...