Financial Administrator

Job Title: Financial Services AdministratorJob Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our administration team, you will provide administrative support to our Financial Advisers and other colleagues, ensuring the smooth operation of our business.Key...

Job DescriptionThis role is a key part of our administrative team, providing crucial support to our financial advisors and ensuring that our clients receive the best possible service.Key ResponsibilitiesAssist our financial advisors in processing new and existing business, including client reviews, compliance documents, and fund switches.Provide...

Job DescriptionWe are seeking a skilled Financial Administrator to join our team at pyramid8. As a key member of our finance department, you will be responsible for collecting and reconciling credit notes and invoices owed to the company.Your primary focus will be on managing customer accounts, ensuring timely settlement of monthly accounts. You will also...

Job SummaryWe are seeking an experienced Senior Financial Administrator to join our team at Pratap Partnership Ltd. This is a unique opportunity to work with a leading international private practice law firm in Leeds, supporting the continued growth of our business.About UsWith over 250 years of experience and a global presence, we offer a competitive...

Financial Administrator RoleCLD Recruitment (Leeds) Ltd is seeking a Financial Administrator to support the fee earners with financial management of matters.The successful candidate will work as part of a team, supporting the financial strategy of the firm.Key Responsibilities:Proactively manage financial processes within the team.Prepare and send bills to...

About the RoleExchange Street Claims ltd is seeking an ambitious and motivated individual to join their team as an Apprentice Financial Planning Administrator. In this role, you will play a key part in supporting the development of our clients' financial plans, working closely with experienced financial planners to deliver high-quality results.What We...

About the Role:We are seeking an experienced Administrator to join our team at Oak Tree Lodge in Gipton, Leeds. As an Administrator, you will play a crucial role in ensuring the smooth operation of our home, providing administrative support to our staff and residents.Key Responsibilities:Implement and maintain effective administration and financial systems...

As a Senior Financial Services Administrator with NJR Recruitment, you will have the opportunity to work with a leading Independent Wealth Management Advisory Firm based in Leeds.The ideal candidate will have proven experience working within financial services with a strong knowledge of Investment and Pension products. They will also have excellent...

Job Overview:We are seeking an experienced Financial Administrator to join our team in Leeds.Your Key Responsibilities:Preparation and coordination of payment runs and adhoc payment requests.System administration and maintenance of our lease system.Online banking administration and management.Allocation of sales and purchase ledger payments.Support and...

Role OverviewWe are seeking a highly skilled and experienced Business Support Professional to join our Enforcement Market Oversight Operational Excellence Team at the Financial Conduct Authority (FCA). As a key member of our team, you will play a critical role in supporting the delivery of our Knowledge and Learning strategy.Key ResponsibilitiesProvide...

Job OverviewThe role of Apprentice Financial Planning Administrator at Exchange Street Claims ltd offers a unique opportunity for individuals to develop their skills in financial planning and administration. As an apprentice, you will gain hands-on experience in the field while pursuing a formal qualification.Salary and BenefitsThis position comes with an...

About the RoleLyons Recruitment is seeking a highly skilled Legal Accounts Manager/COFA to join their dynamic team. As a key member of the financial operations team, you will be responsible for managing the firm's financial systems, ensuring accurate and timely financial reporting, and providing exceptional support to the business.Key ResponsibilitiesManage...

We are seeking a highly skilled Senior Administrator to join our team at Lime People Search & Select Ltd. The ideal candidate will have a minimum of 2-3 years of experience working as an Administrator for a Financial Advisory firm and have a strong background in creating and producing Suitability Reports for Financial Advisers.The successful candidate will...

Key Responsibilities:Process financial transactions accurately and efficiently.Perform administrative tasks to support daily operations and client services.Write clear and comprehensive reports that outline financial plans and strategies for clients.Collaborate with team members to ensure timely delivery of reports and plans.Candidate Requirements:Previous...

Overview:Are you interested in a career in financial planning? Exchange Street Claims ltd is seeking a Financial Planning Administrator to join our team.Key Responsibilities:As a Financial Planning Administrator, you will be responsible for assisting our financial planners in providing excellent client service. This will include tasks such as data entry,...

Financial Planning Coordinator Role OverviewWe are seeking a skilled Financial Planning Coordinator to join our team in Central Leeds. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.The ideal candidate will have 2+ years of experience in a...

Role: Accounts OfficerHours: Monday to FridayGlu Recruit is seeking an experienced Accounts Officer to join a successful and exciting Group of Companies. You will have responsibility for all aspects of daily and monthly accounting across the various companies within the group.Maintain accurate and up-to-date financial records using Sage Line 50...

Financial Controller and AdministratorPareto Facilities Management is seeking a highly skilled Financial Controller and Administrator to join our team. This role is responsible for overseeing all financial activities related to the client account, ensuring accurate and timely management of purchase orders, invoices, billing, and financial reporting.Key...

Job Description: Finance & Office AdministratorMarmion is seeking an experienced Finance & Office Administrator to join our team. The successful candidate will be responsible for managing our company's financial operations, including accounts payable and receivable, as well as providing administrative support to the office.Financial Operations:Manage bank...

Role OverviewThe Assistant Finance Manager - Income is a key member of staff, maintaining and administering Unipol’s financial and other records in close cooperation with the Senior Finance Team. The role is responsible for the accurate management and reporting of cash and income streams within the organisation.Key ResponsibilitiesMaintaining financial...