Current jobs related to Senior Financial Services Administrator - Amersham, Buckinghamshire - Reed

  • Senior Financial Services Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...

  • Senior Financial Services Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and clients.Key Responsibilities:Prepare and maintain client files and...

  • Senior Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administration team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Financial Services Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Services AdministratorWe are seeking a highly skilled Senior Financial Services Administrator to join our team in Buckinghamshire. As a key member of our administration team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at an IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Administrator

    4 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator to join our team at an IFA Financial company. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and client banks, ensuring seamless day-to-day operations.Key Responsibilities:Prepare and complete...

  • Senior Financial Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...

  • Senior Financial Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Senior Financial Administrator/Report WriterWe are seeking a highly skilled Senior Financial Administrator/Report Writer to join our team at an IFA Financial company. As a key member of our administrative team, you will be responsible for providing exceptional support to our Financial Advisors and client banks.Key Responsibilities:Prepare and complete...

  • Financial Services Administrator

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Careers Full time

    Financial Services Administrator RoleWe are seeking a skilled Paraplanner to join our team at Ernest Gordon Recruitment Careers. As a Paraplanner, you will be responsible for assisting our advisers with their general admin tasks, including data entry, chasing suppliers, submitting applications, writing reports, conducting research, and general office and...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator OpportunityWe are seeking a highly skilled IFA Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our business.Key Responsibilities:General financial advisory...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...

  • Financial Advisory Administrator

    2 months ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial services.Key...

  • Financial Advisory Administrator

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time

    Job Title: Financial Advisory AdministratorJob Summary: We are seeking a highly skilled and experienced Paraplanner to join our team as a Financial Advisory Administrator. The ideal candidate will have a strong background in financial advisory services, with experience in general administration and client communication.Key Responsibilities:Assist financial...

Senior Financial Services Administrator

2 months ago

Amersham, Buckinghamshire, United Kingdom Reed Full time
Financial Services Practice Manager Administrator

We are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and pension administration.

The ideal candidate will have a minimum of 5 years' experience in a similar role, with a strong background in financial services administration. You will be responsible for:

  • Preparing suitability reports using templates
  • Conducting research and providing recommendations
  • Managing investment fund switches and rebalances
  • Supporting regular client reviews and meetings
  • Collating and analyzing management information
  • Developing and maintaining PowerPoint presentations and Office 365 skills
  • Utilizing various research tools and systems
  • Communicating effectively with clients and providers
  • Managing diaries and calendars
  • Working independently with minimal supervision
  • Performing general office duties and support

The successful candidate will have a strong understanding of financial services regulations and a proven track record of delivering high-quality administrative support. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Key Requirements:

  • Minimum 5 years' experience in financial services administration
  • Strong background in pension and investment administration
  • Excellent communication and organizational skills
  • Ability to work independently with minimal supervision
  • Proficiency in Microsoft Office and PowerPoint

What We Offer:

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

We are an equal opportunities employer and welcome applications from all qualified candidates. Please submit your application, including your CV and a cover letter, to [insert contact information].