Business Administrator to Senior Financial Advisor
4 weeks ago
A fantastic opportunity has arisen to join a thriving IFA practice as an administrative professional, taking on a vital role in the development of the practice from an administrative perspective.
This is a smaller business at present, but you will be actively encouraged to participate in the development of administrative processes to cope with the growth in staffing and incoming business. You will have the responsibility and ability to enhance procedures, improving efficiency and ensuring a robust, capable functional process.
Key Responsibilities- Implementing fund switches, withdrawals, and new financial advice recommendations.
- Planning meetings, from the collection and preparation of documentation for meetings (agendas, investment reports, and risk reviews) to post-meeting creation of reports from templates in conjunction with financial planners that guide clients through the process and the relevant advice.
- Filing meeting documents to the client information via the CRM system.
- Compiling research requested by financial planners and paraplanners and creating the required illustrations & forms for client files.
- Working with financial planners, paraplanners, and operational staff to implement advice efficiently.
- Liaising with clients as part of the implementation of their financial plans.
- Answering phone calls and managing client correspondence, both electronically and postal.
- Collating, updating, and managing client data, including managing CRM data and registers.
This position represents an excellent opportunity to join a successful firm in their field of expertise where you can play a major part in the administration of the business as it expands.
This will enable you to build on your existing skills and knowledge and enjoy a long-term, rewarding role within a supportive and encouraging environment.
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Head of Financial Crime Compliance Director
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. As a trusted advisor, you will play a critical role in ensuring the bank's compliance with financial crime regulations and laws.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance...
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Head of Financial Crime Compliance Director
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. As a trusted advisor, you will play a critical role in ensuring the bank's compliance with financial crime regulations and laws.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance...
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London, Greater London, United Kingdom Financial Divisions Full timeAdministrative Professional to Senior IFAA fantastic opportunity to contribute to the growth and development of a successful IFA practice as an administrative professional. As a key member of the team, you will play a vital role in enhancing administrative processes, improving efficiency, and ensuring a robust functional process.Key...
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London, Greater London, United Kingdom Financial Divisions Full timeAdministrative Professional to Senior IFAA fantastic opportunity to contribute to the growth and development of a successful IFA practice as an administrative professional. As a key member of the team, you will play a vital role in enhancing administrative processes, improving efficiency, and ensuring a robust functional process.Key...
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London, Greater London, United Kingdom Financial Divisions Full timeAdministrative Role in Financial ServicesA fantastic opportunity has arisen to join a thriving IFA practice as an administrative professional, taking on a vital role in the development of the practice from an administrative perspective.This is a smaller business at present, but you will be encouraged to participate in the development of administrative...
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London, Greater London, United Kingdom Financial Divisions Full timeAdministrative Role in Financial ServicesA fantastic opportunity has arisen to join a thriving IFA practice as an administrative professional, taking on a vital role in the development of the practice from an administrative perspective.This is a smaller business at present, but you will be encouraged to participate in the development of administrative...
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Head of Financial Crime Compliance Director
2 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will play a critical role in ensuring the bank's financial crime compliance framework remains fit for purpose.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance matters to the London...
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Head of Financial Crime Compliance Director
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will provide expert guidance and support to our business and support functions, as well as our EMEA Local office MLROs, on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance on financial...
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Head of Financial Crime Compliance Director
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will provide expert guidance and support to our business and support functions, as well as our EMEA Local office MLROs, on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance on financial...
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Head of Financial Crime Compliance Director
3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will provide guidance and support to our business and support functions, as well as our EMEA Local office MLROs, on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance on financial crime...
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Head of Financial Crime Compliance Director
3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced Head of Financial Crime Compliance to join our team. As a trusted advisor, you will provide guidance and support to our business and support functions, as well as our EMEA Local office MLROs, on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance on financial crime...
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Head of Financial Crime Compliance Director
2 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeJob DescriptionAt SMBC, we're committed to being a trusted partner for the long term. We're seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. This role is a critical part of our organization, and we're looking for someone who can provide expert advice and guidance on financial crime...
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1 month ago
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1 month ago
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Financial Accountant
1 month ago
London, Greater London, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled and experienced Financial Accountant to join our dynamic UK finance team. As a key member of our team, you will be responsible for a broad range of duties including month-end reporting and providing business support, while ensuring that our strong financial control environment is...
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3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout EucalyptusEucalyptus is a digital healthcare company that aims to solve the world's biggest healthcare challenges. With a team of over 500 professionals in 6 countries, we are committed to making a positive impact on patients' lives.The RoleWe are seeking a Financial Accountant to join our team in EMEA. As the first Financial Accountant on the ground,...
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Financial Accountant
3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout EucalyptusEucalyptus is a digital healthcare company that aims to solve the world's biggest healthcare challenges. With a team of over 500 professionals in 6 countries, we are committed to making a positive impact on patients' lives.The RoleWe are seeking a Financial Accountant to join our team in EMEA. As the first Financial Accountant on the ground,...
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Financial Accountant
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London, Greater London, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled and motivated Financial Accountant to join our dynamic UK finance team. As a key member of our team, you will be responsible for a broad range of duties, including month-end reporting and providing business support, while ensuring that our strong financial control environment is...
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Financial Accountant
3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled and motivated Financial Accountant to join our dynamic UK finance team. As a key member of our team, you will be responsible for a broad range of duties, including month-end reporting and providing business support, while ensuring that our strong financial control environment is...
