Financial Services Administrator
2 days ago
Company Overview
North Oak Recruitment is a renowned recruitment agency specializing in the financial services industry. Our client, an award-winning IFA, seeks an experienced Financial Services Administrator to join their team.
Job Description
We are looking for a highly skilled and organized individual to support our financial planners and paraplanners in delivering exceptional client service. As a Financial Services Administrator, you will be responsible for processing authority letters, gathering financial data for new clients and annual reviews, preparing application forms and client documentation, and providing administrative support as required.
Required Skills and Qualifications
To succeed in this role, you should have at least two years of experience in administration within a financial planning company. You should also possess excellent communication skills, be comfortable with using different types of technology and systems, including CRM and project management systems, and have a strong understanding of financial transactions, including those related to investments, insurance policies, sales, fund switches, and withdrawals.
Benefits
This full-time position offers a competitive salary of approximately £25,000 (based on a salary benchmark of c£25,000), plus benefits. The role involves working from home on Mondays and Fridays, with a hybrid schedule that balances flexibility with collaboration.
-
Financial Services Director
2 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeFinancial Divisions is seeking a highly skilled Financial Services Director to lead our team of experienced financial advisers in the City of London. This self-employed role offers a competitive salary of £150k-£300k+ and an uncapped earning potential with periodic capital events.The ideal candidate will have a proven track record of managing a successful...
-
Financial Services Administrator
2 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd is a well-established accountancy firm seeking a skilled Bookkeeper to join their team in a job based close to Nottingham city centre.This opportunity is ideal for a candidate who can effectively manage their time, work to deadlines, and possess excellent communication skills.The successful applicant will be responsible...
-
Financial Services Manager
2 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeAbout the RoleIn this key position, you will have the autonomy to build and manage your own client base, providing high-quality financial advice to HNW clients and offering whole-of-market solutions. You will also be responsible for developing and maintaining strong relationships with existing clients and identifying new business opportunities.Key...
-
Financial Services Administrator
6 days ago
Nottingham, Nottingham, United Kingdom Blusource Finance Limited Full timeWe are recruiting a Financial Services Administrator to join our dynamic team at Blusource Professional Services Ltd. This role involves working closely with experienced professionals to deliver exceptional client service and ensuring the smooth operation of our finance department.The ideal candidate will have excellent communication skills, be highly...
-
Financial Administrator
3 weeks ago
Nottingham, Nottingham, United Kingdom Blusource Professional Services Ltd Full timeWe are seeking a Financial Administrator to join our team at Blusource Finance Limited, based in Nottingham city centre. This role can be part-time or full-time and hours can be flexible for the right candidate.The successful candidate will have good communication skills, be able to time manage and work to deadlines effectively. Duties may include:Accurately...
-
Financial Services Administrator
1 week ago
Nottingham, Nottingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany Overview">Ernest Gordon Recruitment Limited is a reputable Financial Services provider that offers flexible working hours, hybrid working, and a friendly office culture.Salary">We offer an attractive salary of £30,000 - £35,000 per annum.Job Description">This position would suit an experienced IFA Administrator looking to join a tight-knit firm...
-
Professional Administrator in Financial Services
4 weeks ago
Nottingham, Nottingham, United Kingdom Harper Finance Full timeAbout Harper Finance:We are a forward-thinking financial services company seeking a skilled Professional Administrator in Financial Services to join our team.Job Description:This is an excellent opportunity for a driven individual to work in a dynamic environment, overseeing administration workflows and ensuring smooth processes.Main Responsibilities:Develop...
-
Financial Services Administrator
2 days ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Full timeAbout The Firm">Capio Recruitment is working with a renowned Chartered, Award Winning and established Independent Financial Advisor firm providing high quality and reliable financial advice across the East Midlands.">This respected firm consists of a talented team with a strong work ethic, determination and professionalism.">The successful candidate will be...
-
Financial Services Administrator
1 week ago
Nottingham, Nottingham, United Kingdom Tate Full timeRole OverviewThis is an exciting opportunity to join Tate as a Financial Services Administrator, supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.Maintain databases and spreadsheets, analyse data, and conduct competitor analysis. Support the organisation and management of...
-
Nottingham, Nottingham, United Kingdom Harper Finance Full timeAbout Harper Finance:We are a reputable financial services company looking for a skilled Administrative Coordinator for Financial Services to join our team.Job Overview:This role offers an exciting opportunity for a motivated individual to contribute to the growth and success of our company.Main Responsibilities:Oversee administration workflows and ensure...
-
Entrepreneurial Financial Planner Role
2 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeAbout the RoleThis is an outstanding opportunity for a driven and entrepreneurial Financial Adviser to join a reputable firm with a large book of high-net-worth clients. As a self-employed Financial Adviser, you will run your own affairs, but with full administrative and paraplanning support.
-
Administrator for Financial Services
2 days ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeWe are looking for an organised and meticulous IFA Administrator with a flair for numbers and attention to detail to help us achieve our mission in Nottinghamshire. This is a fantastic opportunity for someone who enjoys problem-solving and building lasting relationships to join our dynamic team.Salary: c£25,000 (£21,000 - £28,000 based on experience)The...
-
Senior Financial Consultant
2 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeA Senior Financial Consultant is sought by Financial Divisions to drive business growth and lead a team of experienced financial advisers. Located in the City of London, this self-employed role offers an uncapped earning potential of £150k-£300k+ with periodic capital events.The ideal candidate will have a proven track record of managing a successful book...
-
Expert Financial Strategist
3 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeCompany OverviewFinancial Divisions is a renowned firm of Chartered Financial Advisers, recognized for its commitment to delivering exceptional wealth management solutions. Our team of experienced professionals is dedicated to providing personalized advice and support to high net worth individuals.SalaryThe estimated salary for this role is £150,000 -...
-
Financial Administrator Role
2 weeks ago
Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator RoleAbout the Role:We are seeking a highly skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial planning firm, you will be responsible for providing administrative support to our financial planners and paraplanners.Responsibilities:Process authority...
-
Independent Financial Planner
2 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeRequirementsTo be considered for this role, you should have a strong background in financial services, preferably with experience in self-employed or restricted roles. A solid understanding of whole-of-market advice and the ability to communicate complex ideas effectively are essential.You will need to be able to work independently, managing your own affairs...
-
Senior Financial Adviser
3 days ago
Nottingham, Nottingham, United Kingdom Financial Divisions Full timeJob DescriptionAs a Senior Financial Adviser with our client, you will have the opportunity to build and manage your own book of business. With a strong track record of growth and development, they are looking for an experienced financial adviser who can help drive their success.The role offers an estimated salary range of £150k - £300k+, depending on...
-
Financial Administrator
4 weeks ago
Nottingham, Nottingham, United Kingdom Cherry Professional Full timeWe are recruiting a highly skilled Financial Administrator to join our team at Cherry Professional in Nottingham. As a key member of the finance department, you will play a vital role in ensuring the smooth operation of our financial processes.The successful candidate will be responsible for processing supplier invoices, checking statements, calculating...
-
Financial Administrator Assistant
2 days ago
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeJob Overview:We are seeking an experienced IFA Administrator to join our team in Nottingham. The successful candidate will be responsible for processing authority letters, gathering financial data, and preparing client documentation.Salary: c£25,000 (£21,000 - £28,000 based on experience)About the RoleProcess authority letters and gather financial data...
-
Nottingham, Nottingham, United Kingdom North Oak Recruitment Ltd Full timeJob SummaryWe are seeking an Administrative Support for Financial Planners to join our dynamic team. As a key member of our operations team, you will play a vital role in ensuring the smooth delivery of our services to clients.About the RoleThe successful candidate will be responsible for supporting our financial planners and paraplanners in various...