Financial Services Administrator

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...

Job SummaryFleet Street Financial Ltd is seeking an experienced IFA administration professional to join their team. This role will involve performing a range of administrative tasks, including data entry, document preparation, and communication with clients and providers.The ideal candidate will have a strong understanding of financial services regulations...

About the JobWe are seeking a talented and ambitious individual to join our team as a Financial Administrator. This exciting role will provide the opportunity to work in a dynamic and fast-paced environment, supporting the delivery of exceptional client service.

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...

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...

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...

Job DescriptionWe are seeking a skilled Financial Services Administrator to join our team at Montpellier Resourcing. This role involves overseeing account opening and amendments, providing administrative support to Investment Managers.Key Responsibilities:Reviewing account-related documentation for completeness and accuracy.Maintaining account opening...

Company Overview: Fleet Street Financial Ltd is a forward-thinking, Chartered, and independent wealth management firm that prides itself on being adaptable and always striving to be better. Our company culture values autonomy, flexibility, and a supportive environment where employees can grow without being micro-managed.">Job Summary: We are seeking a Junior...

Job DescriptionWe are seeking a highly skilled Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our business.Key Responsibilities:Obtain and verify client information to facilitate Annual Suitability...

We are seeking an experienced Financial Services Administrator to join our team at City Recruitment Associates.As a key member of our Private Wealth Management division, you will be responsible for providing exceptional client administration services to our esteemed clients. This role is ideal for an individual with a strong attention to detail and excellent...

Job DescriptionThe role of Financial Administrator for Direct Payments involves supporting the delivery of our Direct Payments service. This includes making regular financial payments to service users, monitoring user accounts, and conducting risk analysis to prevent potential financial abuse.You will work closely with colleagues across the department to...

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...

We are seeking a highly skilled Financial Services Assistant Administrator to join our Eximius Law team in London. About the RoleThis is an exciting opportunity for a motivated individual to join our financial services team as a Financial Services Assistant Administrator. The ideal candidate will have previous experience of working in a similar role within...

We are an equal opportunities employer promoting diversity and inclusivity. Our interview selection process is free from discrimination, and we welcome applications from individuals who share our values.We are seeking a Trainee Financial Advisor to join our team in Gerrards Cross. As an administrator, you will be responsible for providing support to our...

Artemis Recruitment Consultants Ltd is seeking an experienced Office Administrator (Financial Services) to join their team in London. As a key member of our team, you will be responsible for providing administrative support to both the office manager and financial adviser.About the Job:Provide administrative support to the office manager and financial...

Wealth Management Administrator OpportunityArtemis Recruitment Consultants Ltd is seeking an experienced Financial Administrator to join their wealth management firm in London. This role comes with a competitive salary and benefits package, as well as hybrid working options.Key Responsibilities:Preparing review meeting files and submitting new...

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...