Financial Services Administrator

Job Description: Administration Professional - Financial ServicesWe are seeking an experienced and organised Administration Professional - Financial Services to join our team in Cheltenham. As an Administration Professional, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will...

Job Description: A leading Wealth Management firm based in Bath or Cheltenham is looking for an ambitious and detail-driven Financial Planning Administrator to join their expanding team. As an Entry Level Financial Planning Administrator, you will contribute to the smooth operation of the department by assisting with administrative tasks, processing new...

Job SummaryWe are seeking a skilled and motivated individual to join our team as a Financial Services Administrator. As a Trust and Tax Assistant, you will play a critical role in supporting trust administration, investment reporting, accounting, and tax compliance.Key Responsibilities:Prepare trust accounts and tax returns, ensuring accuracy and adherence...

A leading financial planning organisation is seeking an experienced Head of Administration to join their dynamic team. This senior leadership role is responsible for overseeing administrative operations that support the firm's Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to ensure efficient operations...

An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

About the RoleThis is an exciting opportunity to join a leading financial planning organisation and take on a leadership role within our administration team.You will be responsible for overseeing daily administrative operations and providing high-quality support to financial planners and paraplanners.

Are you looking for a challenging role that requires strong organisational and numerical skills? We are seeking a skilled Financial Administrator to join our dynamic team at Kamro Ltd.About the Role:As a Financial Administrator, you will be responsible for maintaining accurate financial records, managing accounts payable and receivable, and reconciling bank...

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...

Ambitious individuals can excel in this challenging Head of Administration role, supporting the growth of a renowned financial planning organisation. This senior leadership position entails overseeing administrative operations that facilitate the work of Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to...

Job DescriptionThe Director of Administrative Services will be responsible for overseeing the administrative operations of the Financial Planning team at Grafton Recruitment.This role involves coordinating administrative tasks, managing the team, and developing operational policies.Develop and implement operational policies and procedures.Manage the...

About UsGi Group is a market-leading accountancy practice that values teamwork and collaboration.We are seeking a skilled Bookkeeper and Financial Administrator to join our team.In this role, you will be responsible for ensuring timely completion of statutory deadlines, processing invoices with precision and accuracy, and providing top-notch customer service...

Job DescriptionWe are seeking a highly skilled Senior Financial Services Manager to lead our administrative operations and support our financial planners, paraplanners, and clients.Main Responsibilities:Lead and manage a team of administrators to ensure seamless support for financial planners and paraplanners.Oversee daily administrative operations to...

We are seeking a highly skilled and experienced Senior Administrator to join our team at Burgh Recruitment. As a Senior Administrator, you will be responsible for providing technical and administrative support to our clients while maintaining an excellent level of customer service.The ideal candidate will have excellent IT and communication skills, be highly...

Job Title: Financial Planning AdministratorWe are seeking an experienced and efficient Financial Planning Administrator to provide support to our independent financial advisers in Cheltenham. This role involves working in a client services, administration environment within an independent financial planning company.The ideal candidate will have previous...

Join Our Team:Gi Group is recruiting for a highly skilled Junior Financial Administrator to join their team in Gloucester. The ideal candidate will have a passion for finance and excellent technical skills.The Job Description:Process financial transactions, including invoices and payments.Prepare financial reports, such as VAT and tax returns.Conduct bank...

About the RoleThis Financial Services Clerk position involves processing payroll from client information, building relationships with clients, and providing administrative support to the Payroll Solutions team.Responsibilities:Process payroll from client informationBuild and maintain good relationships with clients, liaising on payroll and associated...

About the RoleWe are looking for a highly skilled Support Services Coordinator - Financial Planning to join our team in Cheltenham. As a Support Services Coordinator, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will include:Managing the day-to-day administration of our financial...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Key ResponsibilitiesIn this entry-level position, you will support the team as a Financial Planning Administrator at Recruit UK Ltd. The successful candidate will be responsible for processing new business, producing quotes, preparing meeting packs, completing and processing paperwork, client liaison, diary management, and general administration duties.The...

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...