Financial Services Administrator
6 days ago
NJR Recruitment Careers are working exclusively with a leading Independent Wealth Management Advisory Firm based in Leeds. This highly ambitious, expanding, and technically astute team is seeking an experienced IFA Administrator to support their daily operations.
Key Responsibilities:- Process new business transactions efficiently
- Liaise with clients, providers, and other third parties effectively
- Manage and respond to Letters of Authority (LOAs) in a timely manner
- Obtain valuations and illustrations as required by clients
- Conduct research to support the existing arrangements
As a Senior IFA Administrator, you will be supporting experienced Advisers who provide High Net Worth Clients with complex advice on Pensions and Investments. You will also be involved in basic paraplanning and serve as the primary point of contact for clients.
The ideal candidate will possess excellent communication skills, attention to detail, and the ability to work in a fast-paced environment. The role offers a competitive salary of £25,000 - £30,000 per annum, depending on experience, plus benefits such as hybrid working, free onsite parking, study support, and more.
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Financial Services Administrator
2 weeks ago
Leeds, Leeds, United Kingdom Lucy Walker Recruitment Full timeLucy Walker Recruitment is seeking a talented Financial Services Administrator to join our team. In this role, you will be responsible for providing administrative support to our accounting team, ensuring accurate financial records and timely payments.About the RoleThis is a dynamic role that requires a strong understanding of financial concepts and...
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Financial Services Administrator Opportunity
2 hours ago
Leeds, Leeds, United Kingdom Aspire Recruitment Solutions Careers Full timeWe are looking for an experienced IFA Support Administrator to join our client's team in West Yorkshire.Job Summary:The successful candidate will be responsible for working closely with the advisers and clients, liaising with product providers, and providing a friendly and professional point of contact for clients and enquiries.This is a fantastic...
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Senior Financial Services Administrator
3 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeWe are recruiting a seasoned Senior Financial Services Administrator to join our growing team at CV-Library. This is an exciting opportunity for a motivated and organized individual to take their career to the next level in the financial services industry.The successful candidate will be responsible for providing high-level administrative support to our...
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Administrative Assistant Financial Services
4 weeks ago
Leeds, Leeds, United Kingdom Exchange Street Claims ltd Full timeAbout the RoleExchange Street Claims ltd is seeking an ambitious and motivated individual to join their team as an Apprentice Financial Planning Administrator. In this role, you will play a key part in supporting the development of our clients' financial plans, working closely with experienced financial planners to deliver high-quality results.What We...
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Senior Financial Services Administrator
4 weeks ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeAs a Senior Financial Services Administrator with NJR Recruitment, you will have the opportunity to work with a leading Independent Wealth Management Advisory Firm based in Leeds.The ideal candidate will have proven experience working within financial services with a strong knowledge of Investment and Pension products. They will also have excellent...
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Administrative Assistant
3 days ago
Leeds, Leeds, United Kingdom Marmion Full timeWe are recruiting an experienced Finance & Office Administrator to work in our Leeds office, 30 hours per week in a hybrid environment.Main Responsibilities:Financial Functionality:Merging bank statements and accounts efficiently.Processing accounts payable and receivable invoices.Credit controlling overdue invoices.Generating regular ad hoc financial...
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Financial Administrator
2 weeks ago
Leeds, Leeds, United Kingdom Capsticks Solicitors LLP Full timeJob OverviewCapsticks Solicitors LLP is a leading provider of legal services to the health, social care, housing and emergency services sectors. We are seeking an experienced financial administrator to join our team as a cashier.
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Financial Services Administrator
3 days ago
Leeds, Leeds, United Kingdom Search Full timeCompany OverviewWe are a leading investment management company in the UK, responsible for managing over £44 billion of client assets. We have been trusted to deliver exceptional customer service and meet the needs of private investors for almost two centuries.Key ResponsibilitiesMaintain accurate data records and provide professional support to internal and...
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Financial Administrator
3 days ago
Leeds, Leeds, United Kingdom Afinite Limited Full timeAfinite Limited is seeking a skilled Financial Administrator to join its team on an initial maternity cover basis, with the potential for the role to become permanent. This position offers a salary of up to £35,000 per annum.Key ResponsibilitiesEnsure accuracy of financial information in Xero, including daily bank reconciliation, preparation and posting of...
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Administrative Coordinator
3 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeAbout the CompanyCV-Library is a leading online job board that connects candidates with employers across various industries. We are committed to providing a high-quality recruitment service to both our clients and candidates.We are currently seeking a Finance Administrator/Co-ordinator to join our team. In this role, you will be responsible for supporting...
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Administrative Financial Services Manager
3 days ago
Leeds, Leeds, United Kingdom Xeinadin Group Full timeXeinadin Group is seeking a highly skilled Administrative Financial Services Manager to join our team. This is a great opportunity for someone with AAT Level 2 or above qualifications, with at least 2 years of experience in a similar role.You will be responsible for handling day-to-day bookkeeping tasks for individuals and companies, ensuring their financial...
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Financial Administrator
3 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeFinancial AdministratorWe are seeking a highly skilled Financial Administrator to join our established team at CV-Library.This role offers a unique opportunity to grow within a collaborative finance function, working closely with the Assistant Management Accountant and Financial Controller to support and enhance their processes.The successful candidate will...
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UK Financial Administrator Role
2 days ago
Leeds, Leeds, United Kingdom CV-Library Full timeSenior Financial Services Administrator – Castleford Office – Excellent Benefits PackageWe are seeking a highly skilled and experienced senior administrator to join our team at our Castleford office, supporting our financial services team.This is an excellent opportunity to work with a reputable independent financial adviser firm, managing a portfolio of...
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Financial Services Specialist
2 weeks ago
Leeds, Leeds, United Kingdom Maples Group - Legal Services Full timeJob OverviewThe Maples Group is a leading provider of financial and legal services, renowned for its expertise and dedication to excellence. Our team comprises over 2,500 professionals who share a commitment to delivering exceptional results.We are seeking a skilled Audit Confirmations Administrator based in Leeds on a fixed-term contract lasting three-four...
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Financial Services Career Opportunities
4 weeks ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeAbout UsWe're on a mission to make credit work better for everyone. Our goal is to provide affordable solutions to individuals facing financial challenges. We strive to deliver exceptional customer experiences and foster a collaborative environment where our employees can grow and develop their skills.Job SummaryThis role offers an exciting opportunity to...
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Administrative Services Coordinator
3 weeks ago
Leeds, Leeds, United Kingdom Anchor Hanover Full timeJob DescriptionWe are seeking an experienced Administrator to join our team at Oak Tree Lodge in Gipton, Leeds. The successful candidate will be responsible for implementing and maintaining effective administration and financial systems, ensuring accurate information is provided as required, and managing transactions in line with financial...
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Financial Administrator Role
3 days ago
Leeds, Leeds, United Kingdom CLD Recruitment (Leeds) Ltd Full timeAre you a detail-oriented and organized individual with excellent financial management skills? We are seeking an experienced Financial Administrator to join our team in Leeds, UK. As a key member of our finance department, you will play a crucial role in supporting fee earners with financial management and contributing to the firm's financial strategy.About...
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Administrative Assistant
5 days ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeAbout UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...
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Financial Services Coordinator
35 minutes ago
Leeds, Leeds, United Kingdom Austin Fraser Full time**Overview**Austin Fraser is a leading provider of financial planning services, serving businesses and individuals across the UK.We are currently seeking a highly skilled Financial Planning Assistant to join our team in Central Leeds.As a key member of our team, you will provide administrative and technical support to our financial planning consultants,...
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Financial Services Assistant
3 hours ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Services AssistantContribute to a leading Financial Planning firm based in Central Leeds, offering expert support to businesses and individuals across the UK.About the JobThis role involves providing administrative and technical support to our Financial Planning Consultants, ensuring exceptional client service standards at all times.Main...