Financial Administrator

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...

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...

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...

Job DescriptionAt IDEX Consulting Ltd, we are seeking a skilled IFA Administrator to join our team. This is an excellent opportunity to work in a dynamic and supportive environment, where you will be responsible for managing calendars, scheduling client meetings, and providing proactive assistance to our Financial Advisors.Key Responsibilities:Manage...

This Financial Services Administrator role in a growing company is ideal for current Financial Services Administrators keen to join a dynamic team with exciting plans ahead.You would be providing essential administration support to the team of Financial Advisors, who deliver high-quality financial planning to clients. The business values the role you play in...

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...

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...

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...

Job Summary:We are recruiting for an Entry Level Financial Planning Administrator to join our team at Recruit UK Ltd. The successful candidate will support our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork,...

Operations Manager - Financial ServicesWe are Attivo, a leading Independent Lifestyle Financial Planners. Our approach is built on transparency, openness, and honesty, which fosters trust with our clients and inspires their financial confidence.Our experienced Financial Planners and expert support teams are committed to delivering more for all our clients....

We're seeking a highly skilled IFA Administrator to join our dynamic team at IDEX Consulting in Cheltenham and Bath. As a key member of our operations team, you'll play a vital role in providing exceptional support to our financial advisors and clients.Key ResponsibilitiesClient Support: Collaborate closely with financial advisors to provide proactive...

Job Title: Ledger Administration OfficerAbout the Role:We are seeking a highly skilled Ledger Administration Officer to join our team at Cy Resourcing. This role involves developing and managing digital bookkeeping systems, processing payroll, reconciling financial statements, and providing timely and accurate financial insights to clients.The estimated...

We are seeking a highly organized and detail-focused Administrative Support Specialist to provide administrative and finance support to our commercial team and company directors at Avocet.Key Responsibilities:General bookkeeping and financial managementVAT and CIS returns, payroll preparation, administration, and managing project drawing packs and fleet of...

We are seeking a skilled and experienced individual to provide administrative support to our team of independent financial advisers. The successful candidate will be responsible for maintaining and updating our database with relevant policy information, as well as corresponding with providers across the market to ensure our clients receive the best possible...

IFA Administrator Job DescriptionWe are seeking a talented IFA Administrator to join our team at IDEX Consulting Ltd. As a key member of our advisory group, you will play a crucial role in providing proactive assistance to our Financial Advisors.Responsibilities:Collaborate closely with Financial Advisors to provide exceptional support and ensure a seamless...

As an Apprentice Administrative Coordinator at i2i Recruitment, you will play a key role in supporting the team's administrative tasks. This includes 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...

Administrative Training Officer OpportunityAt i2i Recruitment Consultancy, we're offering a rewarding role for an Administrative Training Officer to join our team. You'll be responsible for supporting our finance team with tasks such as data entry, invoice processing, and creating departmental reports.Key ResponsibilitiesAssist the finance team with data...

Financial Operations CoordinatorTewkesburyMonday-FridayUp to £27,000As a Financial Operations Coordinator, you will play a vital role in ensuring the accuracy and efficiency of the finance function at Glos. You will support the Accounts Department with key tasks including bookkeeping, maintaining sales and purchasing ledgers, and processing payments.Key...