Senior Financial Services Administrator

Client Services Support AdministratorWe are seeking a highly organized and detail-oriented individual to join our client services team as a Client Services Support Administrator. This role will provide a high level of aftercare to existing clients, support financial advisers with information requests, and assist with client annual review processes.Key...

We are seeking a highly skilled Diploma qualified candidate to support our Financial Planners in a successful IFA Practice.Main Responsibilities: Ensure all client administration is carried out in accordance with the firm's procedures. Research and analyse data on behalf of the team. Stay up-to-date with technical and regulatory changes within the industry....

We are seeking a highly skilled and experienced Diploma qualified candidate to support our Financial Planners in St Albans, Herts.Main Responsibilities: Ensure all client administration is carried out in accordance with our existing procedures. Research and analyse data on behalf of the team. Stay up-to-date with technical and regulatory changes within the...

Our client, The GK Group Limited, is seeking a Senior Financial Administrator to join its team. This role involves supporting a diverse portfolio of clients, responsible for bookkeeping, VAT returns, and management accounts. The ideal candidate will have experience in a similar role with solid bookkeeping skills and be able to prepare accounts to TB.Key...

We are seeking a highly organized and customer-focused Financial Services Administrator to join our team at ReQuire Consultancy. As a key member of our services team, you will be responsible for delivering exceptional service to our clients, troubleshooting issues in a timely and efficient manner, and building strong relationships with customers, advisers,...

Job Title: Financial AdministratorJob Summary:We are seeking a highly organized and detail-oriented Financial Administrator to join our team at Bupa. As a key member of our finance team, you will be responsible for providing administrative support to the Home Manager, ensuring accurate and timely financial transactions, and maintaining a well-organized...

About the Role:We are seeking a detail-oriented and proactive Fund Switch Administrator to join our UK financial advice business. The successful candidate will be responsible for managing the fund switching process for our clients, ensuring that all transactions are executed accurately and efficiently within the regulatory framework.Key Responsibilities:Fund...

Financial Planning AdministratorWe are seeking a skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth delivery of services to our clients.Key Responsibilities:Provide administrative support to Financial Planners,...

**Company Overview**Click and Connect Online Limited is a renowned private wealth advisory firm serving international investors and expatriates worldwide. Our commitment to delivering exceptional financial planning and investment solutions has earned us a distinguished reputation in the wealth management industry.**Role Overview**The Financial Services...

We are currently seeking a skilled Financial Planning Administrator to join our esteemed Financial Planning practice based in St. Albans. Our ideal candidate will possess previous experience working for a Financial Adviser and be comfortable dealing with client queries and general assistance.This key role in the Financial Planning process requires a...

Hoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management (AUM).About the Role:As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to support and grow our newly acquired client portfolios.Develop and implement strategies...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable...

Financial AdministratorReed Legal is seeking a skilled Financial Administrator to join their team. The ideal candidate will have a strong background in book-keeping and general accounting, with a focus on legal accounting.Key Responsibilities:Manage the office bank account and perform banking functions, including bank reconciliations.Process client and...

Job Title: Financial Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Hoxton Wealth. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Key Responsibilities:Provide administrative support to...

Job SummaryWe are seeking a highly skilled and experienced Senior Administrative Assistant to join our team at Motor Fuel Group. The successful candidate will provide exceptional support to our Chief Executive Officer, Chief Operating Officer, and Chief Financial Officer, ensuring the smooth operation of their personal and professional lives.Main...

Financial Services Specialist RoleTemplegate recruitment is seeking a skilled Financial Services Specialist to join their team. The ideal candidate will have experience working as a Financial Services Administrator or Paraplanner within an Independent Financial Adviser (IFA) practice.Key Responsibilities:Writing suitability reports and fund switch letters in...

Reed Legal is seeking a skilled Financial Administrator to support the smooth running of the finance department. This role is ideal for someone with a strong background in book-keeping and general accounting, particularly in legal accounting.Key responsibilities include:Managing the office bank account and performing banking functions, including bank...

We are currently seeking a highly skilled and experienced Senior Financial Planning Associate to join our Blakemore Recruitment team in St Albans, Herts. The ideal candidate will have a strong background in financial planning and be able to support the Financial Planners within our business to effectively and efficiently carry out all designated...

Unlock Your Potential as a Senior Commercial AccountantAre you a motivated and ambitious accounting professional looking to take your career to the next level? Do you thrive in a dynamic and supportive team environment where you can develop your skills and advance your career?We are seeking a highly skilled Senior Commercial Accountant to join our team at...

Unlock Your Potential as a Senior Financial AnalystAre you a driven and ambitious accounting professional looking to take your career to the next level? Our dynamic team at Hiring People is seeking a Senior Financial Analyst to join our ranks and contribute to the success of our clients.Key Responsibilities:Prepare accurate financial statements, including...