Financial Services Administrator

About the Role:We are seeking an experienced Administrator to join our small Pensions Department. As an Administrator, you will be responsible for maintaining accurate client records, communicating with pension providers and scheme members, and performing various administrative tasks to support the department and office.Key Responsibilities:Maintaining...

We're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.Our management style is light touch, so you'll have the trust and support you...

About the Role:We are seeking a highly organized and detail-oriented Administrator to join our Pensions Department at Nicholls Stevens Financial Services Limited. As an Administrator, you will be responsible for maintaining the back-office database, answering incoming telephone calls, and providing excellent customer service to our clients and pension...

Job DescriptionWe are a medium sized firm of directly authorised independent financial advisers with offices in the centre of Bristol.The firm was established over 35 years ago and specialises in retirement advice with a bank of over 800 clients.We are a proactive and dynamic team seeking an experienced Office Administrator to provide administrative support...

About the Role:We are seeking a skilled Financial Services Administrator to join our Private Wealth Team on a part-time basis (21 hours per week).This role is responsible for providing administrative support to our consultants and clients, ensuring the smooth delivery of our services.Key Responsibilities:Process new business for allocated consultants,...

We are seeking a skilled Financial Services Administrator to collaborate with our Financial Advisors in Bristol. This role offers opportunities for career progression and development within a leading independent financial advisory firm.Key Responsibilities:Provide proactive assistance to Financial AdvisorsManage calendars and schedule client...

Job Title: Office Administrator AssistantAbout the Role: We are seeking a highly organized and detail-oriented Office Administrator Assistant to join our Pensions Department. As an Office Administrator Assistant, you will be responsible for providing administrative support to our team, including database inputting, speaking to pension providers and scheme...

IFA Administrator RoleWe are seeking a skilled IFA Administrator to join our team at IDEX Consulting. As an IFA Administrator, you will play a crucial role in supporting our Financial Advisors in providing exceptional client service.Key Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistanceManage calendars and schedule...

About the RoleWe are seeking an experienced IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). The successful candidate will provide high-quality administration support to clients and assist in the retention and development of existing clients.Key ResponsibilitiesProcess new business for allocated consultants and...

About the RoleWe are seeking an experienced IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). The successful candidate will provide high-quality administration support to clients and assist in the retention and development of existing clients.Key ResponsibilitiesProcess new business for allocated consultants and...

About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Evelyn Partners. As a key member of our administrative team, you will provide exceptional support to our Financial Planners and Investment Managers, ensuring seamless client experiences and adherence to regulatory standards.Key...

We are seeking a skilled Financial Adviser to join our team at Foresters Financial. As a Financial Adviser, you will be responsible for building and maintaining strong customer relationships, providing financial advice to help families and individuals reach their financial goals.You will enjoy the autonomy of being home-based, with the flexibility to manage...

We are seeking a skilled Financial Adviser to join our team at Foresters Financial. As a key member of our team, you will be responsible for building and maintaining strong customer relationships.The ideal candidate will have a professional approach, drive, and determination to succeed. You will also possess strong communication skills and a working...

About the RoleWe are seeking an experienced IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). As a key member of our team, you will provide administrative support to our consultants and clients, ensuring the smooth delivery of our services.Key ResponsibilitiesProcess new business for allocated consultants, or others...

About the RoleWe are seeking an experienced IFA Administrator to join our Private Wealth Team on a part-time basis (21 hours per week). As a key member of our team, you will provide administrative support to our consultants and clients, ensuring the smooth delivery of our services.Key ResponsibilitiesProcess new business for allocated consultants, or others...

We are seeking an experienced Paraplanner to join our Financial Services team at Bishop Fleming.The successful candidate will be responsible for providing efficient administration and sales support to consultants, ensuring compliance with relevant procedures, and proactively supporting consultants in the provision of on-going independent financial advice to...

About the RoleThe Culture and Creative Industries Service is seeking a skilled Museum Financial Administrator to manage the financial grant reporting and administration of our Service programme.This varied role involves ensuring timely reporting for the Arts Council grant reporting and associated grant programmes operated by South West Museum Development.You...

About the RoleWe are seeking a skilled Financial Services Coordinator to join our team at Hargreaves Lansdown Asset Management. As a key member of our Service team, you will play a vital role in ensuring the smooth operation of our administrative processes.Key ResponsibilitiesDevelop and maintain efficient administrative systems to support the team's...

Job Summary:As a Customer Service Administrator at Diligenta, you will be providing support to the customer service team of a major financial company. Working in the back office, you'll be ensuring business administrative duties are compliant by organising and providing support to the members of our customer service team. This consists of filing, sending and...

Job SummaryWe are seeking a highly skilled and experienced Financial Controller to lead our financial operations during a key transitional period. In this critical role, you will be responsible for ensuring strong financial control, delivering timely financial insights, and driving financial efficiency. You will also lead our transition to an improved...