Financial Administrator

IFA Administrator Job DescriptionThis role provides an excellent opportunity to join a local Financial Services firm and contribute to their growing team. As an IFA Administrator, you will be responsible for providing administrative support to their team of Financial Advisers.Key Responsibilities:Liaising with Financial Advisers to discuss tasks and client...

We are recruiting a Financial Administrator to join our team at Quest Employment on a full-time permanent basis. This role is focused on providing exceptional financial services to a wide range of clients. The successful candidate will be responsible for processing client and office account transactions, handling electronic bank payments and receipts,...

Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support to our financial services team.Key Responsibilities:Inputting and maintaining accurate client information on SalesforcePreparing...

Job SummaryThe Financial Officer will provide high-quality financial support to the Chief Executive, Treasurer, and Board, serving as the key point of contact for staff and stakeholders on all financial matters.Key ResponsibilitiesManage and process all day-to-day financial activities, ensuring compliance with accounting requirements and supporting the...

About the RoleMedlock Partners Ltd is seeking an experienced Financial Planning Administrator to join their dynamic team. As a key member of the team, you will be responsible for providing administrative support to the Financial Planners and Paraplanners.Key ResponsibilitiesProvide administrative support to the Financial Planners and Paraplanners, including...

We are seeking an experienced Administrator to join our team of Financial Planners. The successful candidate will have a strong background in administering Pensions & Investments and will be able to demonstrate a high level of customer service.Key ResponsibilitiesProcess new business, client valuations, and illustrations.Obtain current fund values for...

We are seeking a highly experienced Financial Administrator to join our client's thriving team. As an industry expert, you will provide administrative support to Financial Planners, ensuring exceptional customer service and regulatory compliance.Key ResponsibilitiesProcess new business, client valuations, and illustrations with precision and attention to...

We are seeking an experienced Administrator to join our client's thriving team of Independent Financial Planners. The successful candidate will have a strong background in administering Pensions & Investments and will be able to demonstrate a high level of customer service.Key ResponsibilitiesProcess new business, client valuations, and illustrationsObtain...

Role: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-respected IFA firm in Leicester. For 40 years, they have provided client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in thriving together, creating an enjoyable...

We are seeking a highly skilled and experienced Financial Administrator to join our Client Management team. As a key member of the team, you will be responsible for providing administrative support to our Financial Planners, ensuring that customer service is of the highest standard and regulatory requirements are met.Key Responsibilities:Process new...

We are seeking a highly skilled and motivated Legal Cashier to join our client\u2019s team in Leicester. As a Legal Cashier, you will be responsible for providing exceptional financial services to a wide range of clients.Key Responsibilities:Managing client accounts and maintaining accurate financial recordsProcessing financial transactions and ensuring...

We are seeking a highly skilled and motivated Legal Cashier to join our client’s team in Leicester. As a Legal Cashier, you will be responsible for processing client and office account transactions, handling electronic bank payments and receipts, and reconciling bank accounts daily and monthly.Key Responsibilities:Processing client and office account...

Financial Planning AdministratorAre you detail-oriented with a passion for finance and client service? We're looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients.Key Responsibilities: Provide administrative support to financial advisors, ensuring seamless operations Help...

Financial Planning CoordinatorAre you detail-oriented with a passion for finance and client service? We're looking for a motivated Financial Planning Coordinator to support our team in delivering exceptional financial advice to our clients.As a Financial Planning Coordinator, you will provide administrative support to financial advisors, ensuring seamless...

Job Title: Financial Planning AdministratorJob Summary:We are seeking a detail-oriented Financial Planning Administrator to provide administrative support to our financial advisors and ensure seamless operations. The successful candidate will have strong organizational skills, excellent communication skills, and proficiency in Microsoft Office and financial...

We are seeking a highly organized and detail-focused Financial Advisory Administrator to join our team at Pertemps Network Group. As a key member of our financial services team, you will play a vital role in delivering exceptional financial advice to our clients.About the RoleThe successful candidate will provide administrative support to our financial...

Job Role: Financial Planning AdministratorSalary: 25kLocation: LeicesterFinancial Planning Administrator OpportunityWe are seeking a detail-oriented and organized individual to support our financial planning team. The successful candidate will be responsible for preparing, reviewing, and processing financial planning documents, maintaining client records,...

Financial Planning Administrator RoleWe are seeking a detail-oriented and organized Financial Planning Administrator to support our team in delivering exceptional financial advice to our clients.Key Responsibilities:Provide administrative support to financial advisors, ensuring seamless operationsPrepare and maintain client files, documents, and...

Pertemps Leicester - Financial Planning Administrator RoleAre you a detail-oriented and organized individual with a passion for supporting financial planning excellence? We are seeking a Financial Planning Administrator to join our dynamic team.Key Responsibilities:Prepare, review, and process financial planning documents, ensuring accuracy and compliance...

Job DescriptionJob role: Financial Planning AdministratorSalary: £23,000 - £28,000Location: LeicesterCompetitive salaryWorkplace pension with provider and funds23 days holiday allowance, plus public holidaysHoliday scheme allowing for purchase or sale of up to 5 days holiday entitlement per yearPrivate medical scheme following successful completion of 6...