Financial Services Administrator
2 days ago
Artemis Recruitment Consultants Ltd is looking for a highly motivated and organized Financial Services Administrator to join our team in Nottingham. This role will involve providing administrative support to a group of financial planners, specialising in investments and pensions.
The successful candidate will have at least two years of administration experience in a financial planning company, with a strong understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, and withdrawals.
Key responsibilities:
- Providing administrative support to financial planners and paraplanners as required.
- Preparing client reviews, including gathering financial data, updating goals information, and setting up meetings.
- Dealing with post, emails, and correspondence related to clients or their financial situation.
Requirements:
- Administration experience in a financial planning company for at least two years.
- Experience in processing authority letters and gathering data about a client's investments, pensions, and life assurance policies.
- Strong understanding of financial transactions.
Our client offers a competitive salary of £25k-£30k per annum, a benefits package, and a hybrid working arrangement of 3 days office-based.
-
Financial Services Director
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a highly skilled Financial Services Director to lead our team of experienced financial advisers in the City of London. This self-employed role offers a competitive salary of £150k-£300k+ and an uncapped earning potential with periodic capital events.The ideal candidate will have a proven track record of managing a successful...
-
Administrative Support Coordinator
22 hours ago
Nottingham, Nottingham, United Kingdom SRM Financial Services Full timeThis is a part-time hybrid role for an Administrative Support Coordinator at SRM Financial Services. As an executive assistant, you will provide high-level administrative support to our team, utilizing your clerical skills and experience in diary management.We are seeking a highly organized and detail-oriented individual with excellent organizational skills...
-
Part-time Hybrid Administrative Professional
2 days ago
Nottingham, Nottingham, United Kingdom SRM Financial Services Full timeAre you a highly organized and detail-oriented individual with excellent organizational skills and proficiency in MS Office suite? Do you have experience in diary management and personal assistance?We are seeking a Part-time Hybrid Administrative Professional to join our team at SRM Financial Services. In this role, you will provide executive administrative...
-
Financial Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is a highly successful and growing professional services firm based in the heart of Nottingham city centre.We are seeking an experienced Financial Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial administration, excellent communication skills, and the...
-
Financial Services Administrator
4 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is a well-established accountancy firm seeking a skilled Bookkeeper to join their team in a job based close to Nottingham city centre.This opportunity is ideal for a candidate who can effectively manage their time, work to deadlines, and possess excellent communication skills.The successful applicant will be responsible...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeCompany OverviewNorth Oak Recruitment is a renowned recruitment agency specializing in the financial services industry. Our client, an award-winning IFA, seeks an experienced Financial Services Administrator to join their team.Job DescriptionWe are looking for a highly skilled and organized individual to support our financial planners and paraplanners in...
-
Financial Services Manager
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeAbout the RoleIn this key position, you will have the autonomy to build and manage your own client base, providing high-quality financial advice to HNW clients and offering whole-of-market solutions. You will also be responsible for developing and maintaining strong relationships with existing clients and identifying new business opportunities.Key...
-
Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Finance Limited Full timeWe are recruiting a Financial Services Administrator to join our dynamic team at Blusource Professional Services Ltd. This role involves working closely with experienced professionals to deliver exceptional client service and ensuring the smooth operation of our finance department.The ideal candidate will have excellent communication skills, be highly...
-
Financial Services Administrator
2 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWe are looking for an experienced IFA Administrator to join our Financial Services provider in Nottingham. This is a stable permanent role offering a great work-life balance, with a salary of £32,000 per annum.Company OverviewOur company is a tight-knit Financial Services provider that offers flexible working hours and a friendly office culture. We pride...
-
Financial Services Administrator
2 days ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob Overview">We are seeking an experienced IFA Administrator to join our Financial Services team. As a key member of our team, you will be responsible for serving as a point of contact for clients, processing client information, and performing general administrative duties.Key Responsibilities:Serving as a point of contact for clientsProcessing client...
-
Financial Administrator
1 month ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeWe are seeking a Financial Administrator to join our team at Blusource Finance Limited, based in Nottingham city centre. This role can be part-time or full-time and hours can be flexible for the right candidate.The successful candidate will have good communication skills, be able to time manage and work to deadlines effectively. Duties may include:Accurately...
-
Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany Overview">Ernest Gordon Recruitment Limited is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Salary">We offer an attractive salary of £30,000 - £35,000 per annum.Job Description">This position would suit an experienced IFA Administrator looking to join a tight-knit firm...
-
Experienced Administrator for Financial Services
23 hours ago
Nottingham, Nottingham, United Kingdom Aspire Recruitment Solutions Full timeAspire Recruitment Solutions is currently seeking an experienced IFA Support Administrator to join our team based in the Nottingham area.We are looking for a highly skilled and motivated individual who is client orientated and has a strong element of home working.The successful candidate will have at least 1 year experience in financial services...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout The Firm">Capio Recruitment is working with a renowned Chartered, Award Winning and established Independent Financial Advisor firm providing high quality and reliable financial advice across the East Midlands.">This respected firm consists of a talented team with a strong work ethic, determination and professionalism.">The successful candidate will be...
-
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAre you an experienced Administrative Assistant seeking a new challenge in Financial Services? We have an exciting opportunity for a skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. Based in Nottingham, this role offers a unique combination of flexible working hours, hybrid working, and a 35-hour work week in a supportive...
-
Financial Services Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Tate Full timeRole OverviewThis is an exciting opportunity to join Tate as a Financial Services Administrator, supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.Maintain databases and spreadsheets, analyse data, and conduct competitor analysis. Support the organisation and management of...
-
Entrepreneurial Financial Planner Role
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeAbout the RoleThis is an outstanding opportunity for a driven and entrepreneurial Financial Adviser to join a reputable firm with a large book of high-net-worth clients. As a self-employed Financial Adviser, you will run your own affairs, but with full administrative and paraplanning support.
-
Financial Services Administrator
1 week ago
Nottingham, Nottingham, United Kingdom The National Church of England Academy Full timeThe National Church of England Academy seeks a highly organized and detail-oriented individual to support the Senior Finance Officer in maintaining accurate financial records and ensuring compliance with regulatory requirements.Estimated Salary: £16,597 - £18,278 (pro-rated) or £25,992 - £28,624 (full-time equivalent)Job Description:The successful...
-
Senior Financial Consultant
2 weeks ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeA Senior Financial Consultant is sought by Financial Divisions to drive business growth and lead a team of experienced financial advisers. Located in the City of London, this self-employed role offers an uncapped earning potential of £150k-£300k+ with periodic capital events.The ideal candidate will have a proven track record of managing a successful book...
-
Administrator for Financial Services
2 weeks ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeWe are looking for an organised and meticulous IFA Administrator with a flair for numbers and attention to detail to help us achieve our mission in Nottinghamshire. This is a fantastic opportunity for someone who enjoys problem-solving and building lasting relationships to join our dynamic team.Salary: c£25,000 (£21,000 - £28,000 based on experience)The...