Administrative Financial Services Lead

We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...

Fleet Street Financial Ltd is a dynamic wealth management firm offering bespoke advice. We are seeking an experienced IFA administrator to join our operations department.Responsibilities will include:Performing general back-office dutiesLearning all firm processes and our 'client journey', as well as all compliance requirementsKeeping our back-office system...

Salisbury Financial Services is a well-established financial services company founded in 1983. We prioritise building long-term relationships with clients by tailoring our financial solutions to meet individual needs.We are seeking a skilled administrator to join our team in Gerrards Cross. As a Trainee Financial Advisor, you will be responsible for...

Fletcher George Financial Recruitment is seeking a skilled Financial Administrator to join their team. The successful candidate will be responsible for preparing and issuing sales invoices using Sage and internal systems, as well as reconciling and recording incoming purchase invoices.Key Responsibilities:Preparing and issuing sales invoices using Sage and...

We are seeking a seasoned IT professional to fill the role of IT Service Delivery Lead at our Financial Ombudsman Services organization.About the Role:In this key position, you will be responsible for leading our IT service delivery team and ensuring the smooth operation of our IT services across the organization.Key Responsibilities:Liaise with stakeholders...

Job Title: AAT Financial Administrator RoleJob Summary: We are seeking a highly skilled and experienced finance professional to join our team as an AAT Financial Administrator. The successful candidate will be responsible for managing the financial and administrative functions of the organization, including financial reporting, budgeting, and compliance.Key...

**Company Overview**">_Private Equity Insights_ is a leading Private Equity community that connects and develops over 240,000 investment professionals across the globe.">**Job Title:** Lead Financial Administrator">**Job Summary:** We are seeking an experienced Lead Financial Administrator to join our team at Private Equity Insights. The successful candidate...

Mortgage Administration RoleFinancial Divisions is seeking an experienced Mortgage Administrator to join their team. As a Mortgage Administrator, you will provide support to a number of Mortgage Brokers with all aspects of mortgage administration, client support, and contact within a large friendly Mortgage Admin team.Key ResponsibilitiesProvide...

Job Title: Financial Administrator AssistantCompany Overview:Rapid Recruitment Services is a leading provider of recruitment services. We specialize in finding the best candidates for our clients and ensuring a seamless hiring process.Salary:$50,000 - $65,000 per yearJob Description:We are seeking an experienced Financial Administrator to join our team as a...

The company is a successful, well-established organization in the advertising industry based in central London. They are currently seeking a Senior Financial Administrator to join their accounts team.Key Responsibilities:Financial Administration: Prepare and issue sales invoices using Sage and internal systems.Reconcile and record incoming purchase invoices...

Supporting Wealth ManagersWe are seeking an enthusiastic and organized individual to join our team as a Financial Services Administrator. In this role, you will provide administrative support to our Wealth Managers, including managing client review meetings and updating confidential financial reviews.You will also be responsible for handling incoming calls...

Senior Administrator PositionWe 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 be responsible for providing exceptional technical and administrative support to our clients, ensuring that their needs are met and exceeded. Your primary focus...

About the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key Responsibilities:Prospect and acquire new...

Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

Role Overview:We are seeking a mature and professional-minded individual to join our client's office in Gerrards Cross as a Trainee IFA Administrator. This full-time role offers a great opportunity to begin a career in Financial Services and gain industry qualifications.Key Responsibilities:Provide administrative support to the advisory and technical...

Job OverviewEvelyn Partners Fund Solutions Limited seeks an experienced Financial Services Administrator to join our Wealth Management team in London. The ideal candidate will have a proven track record of providing excellent administrative support and building strong relationships with clients.The successful applicant will be responsible for delivering full...

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team in London. The successful candidate will provide administrative support to our financial adviser and office manager, ensuring the smooth operation of our office.Key Responsibilities:Prepare first meeting packs as requiredInput fact find details into our...

The Role:As a key member of our team at St James's Place Wealth Management, you will provide administrative support to our financial advisers and paraplanners. Your primary responsibility will be to manage back office administration, processes, compliance, and workflow.Key Duties:Issuing letters of authority to providers and chasing financial institutions...

Private Client Administrator (IFA) RoleWe are seeking a highly organized and detail-oriented Private Client Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support to our Private Client Director, ensuring the smooth operation of our London office.Key...

About Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...