Senior Investment Administrator

About the Role:Sedgemoor Manor School is seeking a highly skilled and experienced Senior Administrator to join their dedicated education administration team. As a key member of the team, you will be responsible for ensuring the smooth operation of administrative processes and procedures, providing exceptional support to staff and students.Main...

Job Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...

Are you a graduate looking to build a career in Wealth Management? Do you have strong administration and customer services skills?Our client, a growing International Investment Platform, is looking for an Operations Administrator to join the Client Services team in their Bath office.Role Responsibilities: Handling telephone enquiriesOversight of incoming ISA...

The role of Senior Compliance and Asset Manager at TristoneNash involves leading all aspects of an efficient, effective and customer focused compliance, M&E, fleet and administration management for the Housing portfolio. Key responsibilities include:Leading cyclical servicing programmes and investment (gas, asbestos, fire, water, electrical, sewage...

RedRock Resourcing is seeking a Senior Salesforce Administrator to develop its Salesforce practice in a greenfield project.The ideal candidate will have a strong understanding of Salesforce best practices and functionality, as well as experience with data management and security, including data imports, exports, and data quality.Additionally, the candidate...

Flair for Recruitment – Career Opportunity in Wealth ManagementWe are seeking an Operations Administrator to join the Client Services team in our Bath office, supporting a growing International Investment Platform.Respond to client inquiries and manage incoming ISA transfers, GIA and ISA withdrawals.Collaborate with colleagues to enhance the customer...

We are seeking an experienced IFA Administrator to join our team at IDEX Consulting Ltd.Key Responsibilities:Manage client calendars and schedule meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless processAssemble meeting materials for Advisors before...

About the RoleWe are seeking an efficient and enthusiastic administrator to join our BANES Complex Intervention and Treatment Team. As a key member of our team, you will provide technical administrative support to individuals, managers, and teams to maximise service continuity and quality.Main ResponsibilitiesProvide administrative support to the team,...

Role OverviewFlair for Recruitment is seeking an Operations Administrator to join the Client Services team in their Bath office.As an Operations Administrator, you will play a key role in handling telephone enquiries, overseeing ISA transfers, GIA & ISA withdrawals, and providing solutions for clients.Key Responsibilities:Handle incoming ISA transfers, GIA &...

Job SummaryWe are seeking a skilled Financial Planning Administrator to join our team at Clever-HR. As a key member of our Wealth Management team, you will provide administrative support to our Wealth Client Executives and Financial Planners in delivering exceptional service to our clients.Key ResponsibilitiesAssist with the preparation of client annual...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

Administrative Opportunity in a Rapidly Growing CompanyWe are seeking an experienced Admin Associate to join our client's Operations Team on a full-time permanent basis. This role involves providing administrative support to the transfers department, ensuring seamless execution of in and out transfers, cash, or in specie.About the RoleYou will be responsible...

About the RoleWe are seeking an enthusiastic and diligent administrator to provide all-round admin support to BANES Locality Management.This is a busy and varied role working in collaboration with the Business Co-ordinator to support the Operations Manager and Clinical Lead for BANES.The successful candidate will be responsible for providing administrative...

About CleverHRCleverHR is a nationwide Financial Advisory firm that provides pension and investment advice to both private and corporate clients.Job SummaryWe are seeking a highly organized and proactive Data Administrator to join our team. The successful candidate will be responsible for ensuring the accuracy and integrity of our data systems, as well as...

We are seeking an enthusiastic and efficient administrator to provide effective administrative support to our dynamic Sport & PE Department. This exciting role will involve day-to-day logistics, including taking registers, booking pitches, coaches, and facilities.Key ResponsibilitiesProvide administrative support to the Head of Sport and the Sport and PE...

We are working with a reputable secondary school and sixth form in the Bath area to find an Operations Administrator.This is a permanent role, but we would also consider candidates for a short-term contract to cover a temporary period.The school has a safe and inclusive environment where staff and students are valued and supported. The team culture is warm...

Flair for Recruitment is seeking an Operations Administrator to join the Client Services team in their Bath office.Key Responsibilities:Handle telephone enquiries and provide solutions for clientsOversight of incoming ISA transfers, GIA & ISA withdrawalsEngage with colleagues to improve the customer journeyAttend and contribute to daily huddles and monthly...

Job SummaryWe are seeking an experienced and organized administrative professional to provide comprehensive support to the BANES Locality Management team.This is a dynamic and varied role that requires strong administrative and organizational skills, as well as the ability to work collaboratively with the Business Co-ordinator to support the Operations...

About CleverHRWe are a nationwide Financial Advisory firm providing pension and investment advice to both private and corporate clients.

Job DescriptionA new opportunity for a motivated Compliance professional to join our growing team at Willow Resourcing Limited.We are looking for a Senior Compliance Advisory Manager to provide support and guidance to all business units ensuring compliance with all applicable regulations, while identifying and mitigating compliance risks.The successful...