Junior Financial Administrator

Job Title: Junior Insurance AdministratorThis Trainee Insurance Administrator role is perfect for individuals looking to start their office-based career. Our client offers a fantastic opportunity to gain experience in data entry, report creation, and quality checking. The job involves creating documents, gathering information from files, and responding to...

Are you looking for a challenging role that requires strong organisational and numerical skills? We are seeking a skilled Financial Administrator to join our dynamic team at Kamro Ltd.About the Role:As a Financial Administrator, you will be responsible for maintaining accurate financial records, managing accounts payable and receivable, and reconciling bank...

Job Description: Administration Professional - Financial ServicesWe are seeking an experienced and organised Administration Professional - Financial Services to join our team in Cheltenham. As an Administration Professional, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will...

Job SummaryWe are seeking a skilled and motivated individual to join our team as a Financial Services Administrator. As a Trust and Tax Assistant, you will play a critical role in supporting trust administration, investment reporting, accounting, and tax compliance.Key Responsibilities:Prepare trust accounts and tax returns, ensuring accuracy and adherence...

Job Title: Financial Planning AdministratorWe are seeking an experienced and efficient Financial Planning Administrator to provide support to our independent financial advisers in Cheltenham. This role involves working in a client services, administration environment within an independent financial planning company.The ideal candidate will have previous...

An ambitious individual is sought by i2i Recruitment to join their team as a financial administrator trainee. This role involves preparing and managing financial documents, entering and updating data using internal systems, reconciling accounts and managing cash allocation, and supporting report updates to ensure deadlines are met.Key...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...

An outstanding opportunity for an Administration Manager to provide high level office support and customer care within a prestigious Financial Planning team. The Administration Manager will oversee and coordinate administrative tasks associated with the financial planning department. This role will ensure efficient operation supporting the financial planning...

About Attivo:Attivo are Independent Lifestyle Financial Planners. Our work is focused on our clients, and we pride ourselves on being transparent and honest, building trust and inspiring financial confidence. Our experienced Financial Planners and expert support teams are committed to delivering more for our clients.About the role:The Operations Manager will...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

About the RoleWe are seeking an experienced Bookkeeper to join our team at Kamro LTD. As a key member of our accounting department, you will be responsible for maintaining accurate financial records for our diverse portfolio of clients.Main Responsibilities:Maintain accurate financial records, including managing accounts payable and receivable.Reconcile bank...

Job SummaryWe are seeking a seasoned Corporate Financial Manager to join our team at Michael Page. As a key member of our finance department, you will be responsible for managing accounts and providing strategic financial guidance to our clients.About the RoleThe successful candidate will have a strong understanding of accounting and financial reporting...

We are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting, a highly respected financial advisory group with offices in Cheltenham and Bath. Our company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee growth and satisfaction.This is an excellent opportunity to...

i2i Recruitment is seeking an exceptional Junior Account Management Assistant to join their team. The successful candidate will have strong attention to detail, communication, and problem-solving skills, along with a passion for learning and commitment to succeed.Responsibilities:Manage financial documents and recordsUpdate data using internal systems and...

Location: CheltenhamSalary: £30,000 - £40,000 per annum with potential for 10% annual bonusThis is a challenging role that would suit a highly organized and professional individual who enjoys using their initiative.About the Role:Working as part of the team at an Appointed Representative of St. James's Place Plc.Preparing letters, presentations and reports...

Property Management Accountant Opportunity at GlosWe are seeking a talented Property Management Accountant to join our team at Glos. As a key member of our accounting department, you will be responsible for managing the financial aspects of our clients' properties.About the Job:Master the finances of our clients, including cash, cheques, and...

Job Title: IFA Administration Team LeaderJob Reference: BEBE1_DEWe are working with a leading financial planning organisation to recruit an IFA Administration Team Leader. Our client is a well-known name in the industry, providing exceptional financial planning services to clients across the UK.Key Responsibilities:Help to lead/manage a team of IFA...

About Our ClientOur client is a well-established, professional services firm based in Gloucester.We are looking for an experienced Senior Financial Operations Manager to join our team. The successful candidate will be responsible for coordinating and completing annual audits, mentoring and developing a team of junior accountants, advising on long-term...

Administrative Role in Financial Planning FirmThe Burford Recruitment Company Ltd is collaborating with an Independent Specialist Financial Planning firm based in Cheltenham. We are seeking an experienced, efficient, and meticulous administrator to provide support to independent financial advisers in ensuring clients receive a high level of ongoing...