Financial Services Administrator
7 days ago
Role Overview
This position is for a seasoned Financial Planning Administrator seeking a Senior IFA Administration role within a tight-knit team. The successful candidate will be offered a comprehensive package and opportunities for growth and development.
Due to continued success in providing fee-based advice to high-net-worth clients, this thriving wealth management practice requires a skilled and proactive Financial Services Administrator to provide holistic support to two Financial Advisers.
Key Responsibilities:
- Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
- Review meeting preparation – produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc).
- Completion of product application forms, Trust documentation, and new business submission (platforms).
- Monitoring and oversight of new business applications and fees.
About You:
- Good working knowledge of Microsoft Office & Outlook.
- Relevant experience within an IFA environment.
- Positive can-do attitude.
The Company:
This is an excellent opportunity to join a forward-thinking and innovative firm working in a vibrant team who are continually looking to improve and develop the services they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills further your career.
-
Senior Financial Services Administrator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeThis is a full-time role at Gerrards Cross, offering a competitive salary of £25,500 per annum. As a Trainee IFA Administrator - Adviser Support, you will be working with professional colleagues, introducers and high net worth clients.The successful candidate will have strong data entry and record keeping skills, along with the ability to study towards...
-
Financial Planning Services Coordinator
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeWe are recruiting for a Financial Planning practice in Gerrards Cross seeking an experienced IFA Administrator to join their team.The company illuminates clients' financial worlds, building clarity and confidence. They optimise every experience for their clients.ResponsibilitiesThe IFA Administrator is responsible for efficient and accurate business...
-
Financial Services Career Starter
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeJob Title: Trainee IFA Administrator - Adviser SupportLocation: Gerrards CrossJob Type: Full Time, PermanentSalary: £25,500 per annumThis is a fantastic opportunity to begin your career in the financial services industry with a well-established and reputable company.As a Trainee IFA Administrator, you will provide administrative support to the advisory and...
-
Senior Financial Services Coordinator
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full timeJob Title: Senior Financial Services Coordinator">Location: Gerrards Cross, UK">Salary: £25,500 per annum">This is a full-time role based in our client's office in Gerrards Cross. As a Senior Financial Services Coordinator, you will provide administrative support to the advisory and technical team.">Your responsibilities will include obtaining...
-
Senior IFA Administration Professional
7 days ago
Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full timeJob Description:A talented Financial Planning Administrator is needed to take on a Senior IFA Administration role within our close-knit team. This exciting opportunity offers a competitive salary and benefits package, as well as the chance to work with a successful wealth management practice that provides fee-based advice to high-net-worth clients.Key...
-
Financial Planning Operations Coordinator
4 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeRole OverviewWe are seeking an experienced Financial Planning Operations Coordinator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.About the RoleThe successful candidate will provide first-class support to our Financial Planning team, ensuring seamless implementation of new business, effective communication with...
-
Financial Services Audit Manager
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD is seeking an experienced Financial Services Audit Manager to join their audit and accounts team in Gerrard's Cross office. As a key member of the team, you will be responsible for handling audits and accounts for various clients including SMEs and OMBs.The ideal candidate will have extensive experience in auditing and...
-
Financial Planning Operations Coordinator
4 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full timeAbout UsWe are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. Our team is passionate about providing exceptional client service and support.Job DescriptionThis role offers flexible home working 4 days a week, allowing you to achieve a great work-life balance while being part of a dynamic team.The successful...
-
Trainee Financial Planner Assistant
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full timeTrainee Financial Planner Assistant Job Summary:">Location: Gerrards Cross, UK">Salary: £25,500 per annum">This is an exciting opportunity for a Trainee Financial Planner Assistant to join our team. As a Trainee Financial Planner Assistant, you will assist the advisory team with administrative tasks, including reviewing meeting preparation, producing...
-
Financial Audit Manager
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Bennett and Game Recruitment LTD Full timeBennett and Game Recruitment LTD is seeking a Financial Audit Manager to join its successful accountancy practice in Gerrard’s Cross office.The ideal candidate will have proven experience in handling audit and accounts for multiple clients and building on experience in the audit and accounts team. They should possess strong knowledge of financial...
-
Financial Planning Support Specialist
1 month ago
Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full timeAbout the Role:We are seeking a skilled Financial Planning Support Specialist to join our team at Eden Resourcing. As a Senior Financial Services Coordinator, you will play a key role in providing holistic support to our Financial Advisers.Key Responsibilities:Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain...
-
IFA Operations Specialist
7 days ago
Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full timeAbout the JobA senior financial planning administrator is needed to work closely with two financial advisors to provide exceptional support in a busy and rewarding role. As a key member of our team, you will play a crucial part in ensuring the smooth operation of our wealth management practice.Responsibilities: Working closely with two financial advisors to...
-
Kitchen Operations Director
4 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Everyman Full timeWe are seeking a skilled and dynamic Kitchen Operations Director to lead our culinary team at Everyman Gerrards Cross.The ideal candidate will be a true leader, inspiring the team to deliver exceptional service to all our guests while maintaining commercial and operational excellence of the venue.This is a fantastic opportunity for career development within...
-
Senior Audit Professional for Progression
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Bennett and Game Recruitment LTD Full timeJob Opportunity: Senior Audit and Accounts SpecialistWe are seeking a highly skilled Audit & Accounts Senior to join our team in the Gerrard's Cross office.This role offers an excellent opportunity for career progression and development of your audit and accounts expertise, with a focus on delivering high-quality results for a variety of clients, including...
-
Everyman Cinema Team Ambassador
3 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Everyman Cinema Group Full timeWe are seeking a highly motivated and enthusiastic Team Ambassador to join our dynamic team at Everyman Cinema Group.As a Team Ambassador, you will be the face of our brand, responsible for delivering exceptional customer experiences and ensuring our guests have an unforgettable time at the cinema.The ideal candidate will possess excellent communication and...
-
Kitchen Operations Assistant
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Everyman Full timeWe are looking for a highly skilled and enthusiastic Kitchen Operations Assistant to join our team at Everyman Gerrards Cross. As a key member of our back-of-house team, you will be responsible for helping to deliver high-quality dishes to our guests.Salary: Up to £11.60 per hour, dependent on experience. Benefits include unlimited complimentary cinema...
-
Cinema Support Team Member
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Everyman Full timeWe are seeking a highly motivated and enthusiastic individual to join our team as a Cinema Support Team Member at Everyman Gerrards Cross. As a key member of our back-of-house team, you will play a vital role in ensuring that our guests receive an exceptional dining experience.Salary: Up to £11.60 per hour, dependent on experience. Benefits include...
-
Behind the Scenes Crew Member
2 weeks ago
Gerrards Cross, Buckinghamshire, United Kingdom Everyman Full timeEveryman Gerrards Cross is seeking a talented and dedicated Behind the Scenes Crew Member to join our team. As a key member of our back-of-house team, you will play a vital role in ensuring that our guests receive an exceptional dining experience.Salary: Up to £11.60 per hour, dependent on experience. Benefits include unlimited complimentary cinema tickets...
-
Kitchen Manager
4 weeks ago
Gerrards Cross, UK, Buckinghamshire, United Kingdom DiverseJobsMatter Full timeWe are on the lookout for a Kitchen Manager to lead our vibrant and friendly kitchen team at GERRARDS CROSSAs a Kitchen Manager, you will be a true kitchen leader, inspiring the team to deliver a memorable dining experience to all our guests.This is a fantastic opportunity that allows you to develop your career within a fast-expanding business with a culture...
-
Funding Administrator
4 weeks ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJob Description We are recruiting for a Funding Administrator to join us. The role of a Funding Administrator is the implementation of administrative procedures to support Manufacturers’ and Dealer Networks’, commercial activity and performance through the provision of various funding facilities, whilst managing and protecting the interests of Mobilize...
-
Funding Administrator
1 month ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeWe are recruiting for a Funding Administrator to join us. The role of a Funding Administrator is the implementation of administrative procedures to support Manufacturers’ and Dealer Networks’, commercial activity and performance through the provision of various funding facilities, whilst managing and protecting the interests of Mobilize Financial...
-
Funding Administrator
1 month ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeWe are recruiting for a Funding Administrator to join us. The role of a Funding Administrator is the implementation of administrative procedures to support Manufacturers’ and Dealer Networks’, commercial activity and performance through the provision of various funding facilities, whilst managing and protecting the interests of Mobilize Financial...
-
Funding Administrator
1 month ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeWe are recruiting for a Funding Administrator to join us. The role of a Funding Administrator is the implementation of administrative procedures to support Manufacturers’ and Dealer Networks’, commercial activity and performance through the provision of various funding facilities, whilst managing and protecting the interests of Mobilize Financial...
-
Funding Administrator
1 month ago
Maple Cross, UK, Rickmansworth, United Kingdom Mobilize Financial Services Full timeWe are recruiting for a Funding Administrator to join us. The role of a Funding Administrator is the implementation of administrative procedures to support Manufacturers’ and Dealer Networks’, commercial activity and performance through the provision of various funding facilities, whilst managing and protecting the interests of Mobilize Financial...
-
IFA Administrator
5 months ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator...
-
Funding Administrator
1 month ago
Maple Cross, Hertfordshire, United Kingdom Mobilize Financial Services Full timeMobilize Financial Services is recruiting a Funding Administrator to provide essential support to our Wholesale Funding System.Main Responsibilities:Maintain the integrity of the Wholesale Funding System and ensure timely and accurate transaction processing for dealers and manufacturers.Process and record transactions related to dealer stock audits and...
-
IFA Administrator
6 months ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA...
-
Financial Crime Manager
6 days ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer. What will you do: Act as the Financial Crime...
-
Financial Crime Manager
7 days ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer.What will you do:Act as the Financial Crime...
-
Financial Crime Manager
6 days ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer.What will you do:Act as the Financial Crime...
-
Financial Crime Manager
7 days ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer.What will you do:Act as the Financial Crime...
-
Financial Crime Manager
1 week ago
Maple Cross, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer.What will you do:Act as the Financial Crime...
-
Netsuite Administrator
6 months ago
Gerrards Cross, United Kingdom Causeway Technologies Full time**NetSuite Administrator** **Gerrards Cross (Hybrid)** **_ Do you want to help shape software that affects thousands of lives?_** **Who are we?** We are ranked as the UK’s #1 construction specific software player and our mission is simple; to provide market leading end-to-end software solutions to the construction and construction like industries...
-
IFA Administrator
6 months ago
Gerrards Cross, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an IFA Administrator to join their team. This role offers flexible home working 4 days a week. They are looking for an experienced IFA Administrator. They are a growing Independent Financial Planning firm, specialising in delivering Financial Life...
-
Trainee IFA Administrator
1 week ago
Gerrards Cross, United Kingdom Get Staffed Online Recruitment Careers Full timeTrainee IFA Administrator - Adviser Support£25,500 per annumGerrards CrossFull Time, PermanentThis is a full-time role, based in our client's office in Gerrards Cross.Due to internal promotion, our client is seeking a mature and professional minded individual looking to begin their career in Financial Services.Initially, your role will be to provide...
-
Secretary/administrator
6 months ago
Gerrards Cross, United Kingdom Brompton Asset Finance ltd. Full time**Company Overview**:We are a well-established and dynamic Property Finance Brokerage based in Gerrards Cross, specialising in providing tailored financial solutions to clients in the property industry. Our team of experts prides itself on delivering exceptional service and innovative financing options to meet the unique needs of our clients. We are seeking...
-
Financial Crime Manager
6 days ago
Maple Cross, Hertfordshire, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer. What will you do: Act as the Financial...
-
Financial Crime Manager
7 days ago
Maple Cross, Hertfordshire, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer. What will you do: Act as the Financial...
-
Financial Crime Manager
1 week ago
Maple Cross, UK, Rickmansworth, United Kingdom Mobilize Financial Services Full timeJoin our team as a Financial Crime Manager, supporting the Head of Financial Crime (FC) and MLRO in providing expert advisory and monitoring services to ensure compliance with financial crime regulations. Act as the Financial Crime expert for Mobilize FS and RCI Bank, deputising as the firm’s Nominated Officer.What will you do:Act as the Financial Crime...