Financial Services Administrator

Location: CheltenhamSalary: £30,000 - £40,000 per annum with potential for 10% annual bonusThis is a challenging role that would suit a highly organized and professional individual who enjoys using their initiative.About the Role:Working as part of the team at an Appointed Representative of St. James's Place Plc.Preparing letters, presentations and reports...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

Job DescriptionWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our financial advisory services.Key Responsibilities:Manage calendars and schedule client meetings to ensure seamless communication and...

Financial Planning Career StarterRecruit UK Ltd. is seeking a motivated individual to join their team as a Financial Planning Administrator. This role offers a long-term career in financial planning and the opportunity to work for a company that prioritizes work/life balance and employee growth.Key Responsibilities:Process new business and produce...

Job Title: Finance ManagerClover HR Services Limited is seeking an experienced Finance Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key Responsibilities:Manage administrative tasks and ensure compliance with financial regulations.Develop and maintain financial policies...

IFA Administrator RoleWe are seeking a highly skilled IFA Administrator to join our team at IDEX Consulting Ltd. As an IFA Administrator, you will be responsible for managing calendars and scheduling client meetings, collaborating closely with Financial Advisors, and communicating with affluent and high-net-worth clients.Key Responsibilities:Manage calendars...

Operations Manager - Financial ServicesWe are Attivo, a leading Independent Lifestyle Financial Planners. Our approach is built on transparency, openness, and honesty, which fosters trust with our clients and inspires their financial confidence.Our experienced Financial Planners and expert support teams are committed to delivering more for all our clients....

About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

We are seeking a skilled and experienced individual to provide administrative support to our team of independent financial advisers. The successful candidate will be responsible for maintaining and updating our database with relevant policy information, as well as corresponding with providers across the market to ensure our clients receive the best possible...

Operations Manager - Hybrid (Cheltenham)At Attivo, we pride ourselves on being transparent, open, and honest with our clients, building trust and inspiring financial confidence.As the Operations Manager, you will lead the Financial Planning Administration team to deliver high-quality support to Paraplanners and Financial Planners. Your responsibilities will...

Job Title: Finance ManagerClover HR Services Limited is seeking an experienced Finance Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports. The successful candidate will be responsible for managing administrative tasks and ensuring compliance with financial regulations.Key...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

Job Title: Financial Services TraineeWe are seeking a highly motivated and organized individual to join our team as a Financial Services Trainee. As a key member of our finance team, you will be responsible for providing administrative support and assisting with various financial tasks.Key Responsibilities:* Assist with basic finance tasks to support the...

Embark on a rewarding career as a Financial Services Manager with our esteemed client, a top 30 firm. This role presents an exceptional opportunity for seasoned professionals to elevate their expertise and contribute to the success of a reputable organization.Key ResponsibilitiesOversee client portfolios, ensuring timely and accurate financial statements and...

Financial Planning OpportunityCapio Recruitment Financial Planning is seeking an experienced Financial Services Expert to join their team. This senior role offers the chance to work with a variety of financial planning cases, including technical and complex scenarios. Key responsibilities will include developing and implementing financial plans, managing...

This Financial Services Administrator role in a growing company is ideal for current Financial Services Administrators keen to join a dynamic team with exciting plans ahead.You would be providing essential administration support to the team of Financial Advisors, who deliver high-quality financial planning to clients. The business values the role you play in...

Job DescriptionAt IDEX Consulting Ltd, we are seeking a skilled IFA Administrator to join our team. This is an excellent opportunity to work in a dynamic and supportive environment, where you will be responsible for managing calendars, scheduling client meetings, and providing proactive assistance to our Financial Advisors.Key Responsibilities:Manage...

Job Overview:We are seeking a skilled and dedicated Financial Service Administrator to join our team at Legal & Medical Investments Ltd. The ideal candidate will possess previous experience in financial services, working closely with financial advisors to ensure exceptional continuing service.About the Role:This role involves providing support to our...

As a key member of our team, you will play a vital role in supporting the effective running of our services for Residents, Colleagues, and the wider organisation. Your primary responsibility will be to assist the Home Manager in managing and controlling administrative systems and processes.Key Responsibilities:Undertake effective Resident administration,...

Job Title: Financial Operations ManagerClover HR Services Limited is seeking an experienced Financial Operations Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports.Key Responsibilities:Thorough and detailed bookkeeping, including the creation and maintenance of management...