Financial Services Administrator
4 days ago
We are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As a key member of our operations team, you will play a vital role in supporting our advisors and paraplanners in delivering exceptional client service.
Key Responsibilities- Prepare for annual reviews and arrange meetings with clients
- Process new business and ad hoc requests
- Build effective relationships with clients through telephone and email communication
- Support the development of investment products and CRM systems
- Salary up to \u00a032,000
- Hybrid working arrangement
- 28 days holiday + Bank holidays
- Life assurance
- Income protection
- Pension
- Access to flexible benefits platform
- Bereavement leave
- Company events
- Cycle to work scheme
- Paid volunteer time
Finlink Ltd is a financial services firm with over 20 years of experience, managing \u00a05 Billion in assets. We are committed to delivering exceptional client service and are seeking a talented individual to join our team.
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Financial Services Administrator
2 days ago
Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As a key member of our operations team, you will play a vital role in supporting our financial advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare for annual reviews, arrange meetings, and process new business and ad hoc...
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Financial Services Administrator
2 days ago
Penarth, Vale of Glamorgan, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at Finlink Ltd. As a key member of our operations team, you will play a vital role in supporting our financial advisors and paraplanners in delivering exceptional client service.Key ResponsibilitiesPrepare for annual reviews, arrange meetings, and process new business and ad hoc...
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Financial Administrator
1 week ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeFinancial Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Yolk Recruitment Ltd.About the RoleThe successful candidate will be responsible for:Inputting data onto our new system, VantageSupporting the wider Accounts Receivable teamCollating data and checking fee arrangements via...
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Financial Administrator
1 week ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeFinancial Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Yolk Recruitment Ltd.About the RoleThe successful candidate will be responsible for:Inputting data onto our new system, VantageSupporting the wider Accounts Receivable teamCollating data and checking fee arrangements via...
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Financial Planning Administrator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at mbf., a leading national financial planning and investment management organisation. As an IFA Administrator, you will play a crucial role in providing technical support to our team of Senior Financial Planners, ensuring the smooth delivery of high-quality services to our...
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Financial Planning Administrator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at mbf., a leading national financial planning and investment management organisation. As an IFA Administrator, you will play a crucial role in providing technical support to our team of Senior Financial Planners, ensuring the smooth delivery of high-quality services to our...
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Financial Planning Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time £32,000About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As an IFA administration professional, you will play a crucial role in supporting our clients and advisers in all aspects of savings, investments, and retirement planning.Key ResponsibilitiesProvide administrative support to our IFA team,...
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Financial Planning Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time £32,000About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As an IFA administration professional, you will play a crucial role in supporting our clients and advisers in all aspects of savings, investments, and retirement planning.Key ResponsibilitiesProvide administrative support to our IFA team,...
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Financial Planning Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Financial Planning Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Financial Planning Administrator
3 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Financial Planning Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Private Client Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Private Client Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full timeExciting Opportunity for a Financial Planning AdministratorWe are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.About the CompanyThis company prides itself on its amazing...
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Financial Planning Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Penarth is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.Key Responsibilities:Providing administrative support to the IFA teamAssisting with...
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Financial Planning Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Penarth is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.Key Responsibilities:Providing administrative support to the IFA teamAssisting with...
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Financial Planning Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Penarth is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.Key Responsibilities:Providing administrative support to the IFA teamAssisting with...
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Financial Planning Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full timeExciting Opportunity for a Financial Planning AdministratorAn established IFA firm in Penarth is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.Key Responsibilities:Providing administrative support to the IFA teamAssisting with...
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Financial Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeJob Opportunity: Finance AdministratorAbout the Role:The successful candidate will be responsible for performing an essential function to ensure the organisation thrives. This is an office-based role, Monday to Friday, 37.5 hours a week.Key Responsibilities:Inputting data onto a new system (Vantage)Supporting the wider Accounts Receivable teamCollating data...
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Financial Administrator
2 weeks ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeJob Opportunity: Finance AdministratorAbout the Role:The successful candidate will be responsible for performing an essential function to ensure the organisation thrives. This is an office-based role, Monday to Friday, 37.5 hours a week.Key Responsibilities:Inputting data onto a new system (Vantage)Supporting the wider Accounts Receivable teamCollating data...