Financial Services Administrator
4 days ago
Located in The City, London, this role offers a salary of 28,000 - 30,000 per year. As an Independent Financial Advisor (IFA) Administrator at Heat Recruitment Ltd, you will provide administrative support to IFA's in day-to-day operations. This includes utilising back office systems and workflows to assist in the preparation and processing of client documentation and financial transactions.
Liaising with clients over the phone and in person is also a key aspect of this role, providing excellent customer service. Exposure to Financial Services (0-2 years) is ideal, such as in IFA Administration, Investments or Pensions. A keenness to get into the industry is also considered, along with knowledge of using a CRM.
A key benefit of this role is the progression pathway, which encourages employees to become Junior Paraplanners upon completion of the Level 4 Diploma. Additional benefits include a structured training plan, exam support, discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, and enhanced holiday allowance. Company culture is unique and supportive, with a track record of promoting internal growth and career development.
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Financial Services Professional
4 weeks ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeWe are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...
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Financial Services Administrator
3 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeFleet Street Financial Ltd is a dynamic wealth management firm offering bespoke advice. We are seeking an experienced IFA administrator to join our operations department.Responsibilities will include:Performing general back-office dutiesLearning all firm processes and our 'client journey', as well as all compliance requirementsKeeping our back-office system...
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London, Greater London, United Kingdom Financial Staffing Solutions Full timeJob Title:Financial Administrator Apprentice SpecialistCompany Overview:Financial Staffing Solutions is a leading provider of financial services, seeking a highly skilled Financial Administrator Apprentice to join our team.Salary:We are offering a competitive salary of £28,000 - £32,000 per annum, depending on experience.Job Description:Provide exceptional...
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Administrative Support Role for Advisory Team
4 weeks ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeSalisbury Financial Services is a well-established financial services company founded in 1983. We prioritise building long-term relationships with clients by tailoring our financial solutions to meet individual needs.We are seeking a skilled administrator to join our team in Gerrards Cross. As a Trainee Financial Advisor, you will be responsible for...
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Financial Administrator Position
2 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeJob SummaryFleet Street Financial Ltd is seeking an experienced IFA administration professional to join their team. This role will involve performing a range of administrative tasks, including data entry, document preparation, and communication with clients and providers.The ideal candidate will have a strong understanding of financial services regulations...
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Financial Administrator
2 days ago
London, Greater London, United Kingdom CloudStone Education Services Full timeCloudStone Education ServicesJob Title: Financial AdministratorSalary: £28,000 to £33,000 per annum (dependent on experience)We are seeking a highly organized and detail-oriented Financial Administrator to join our team in South-West London. As a key member of our finance department, you will be responsible for managing the school's payroll, preparing...
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London, Greater London, United Kingdom Financial Staffing Solutions Full timeAbout the Role:We are seeking a talented Financial Administrator Apprentice to join our team at Financial Staffing Solutions in Central London. As a key member of our finance department, you will be responsible for managing the financial, administrative, and communications processes of our charitable organisation.Your Key Responsibilities:Manage double-entry...
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Financial Administrator Role
2 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeAbout the JobWe are seeking a talented and ambitious individual to join our team as a Financial Administrator. This exciting role will provide the opportunity to work in a dynamic and fast-paced environment, supporting the delivery of exceptional client service.
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Senior Financial Administrator
2 days ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeFinancial Staffing Solutions is pleased to announce the availability of a Senior Financial Administrator position at a specialist construction and development company based in North London.The successful applicant will have a proven track record of managing finances, as well as expertise in SAGE and Excel.Key tasks include:Management Accounts preparation and...
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Financial Administrator
10 hours ago
London, Greater London, United Kingdom Jobseekers Recruitment Services Full timeJob DescriptionThis is a fantastic opportunity for an Administrative Accountant to join our dynamic team at Jobseekers Recruitment Services. Key responsibilities include:Managing client relationships and providing exceptional customer service.Preparing and processing financial statements, including VAT returns and balance sheets.Administering payroll duties...
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Senior Financial Administrator
1 month ago
London, Greater London, United Kingdom Fletcher George Financial Recruitment Full timeThe company is a successful, well-established organization in the advertising industry based in central London. They are currently seeking a Senior Financial Administrator to join their accounts team.Key Responsibilities:Financial Administration: Prepare and issue sales invoices using Sage and internal systems.Reconcile and record incoming purchase invoices...
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Financial Services Administrator
3 weeks ago
London, Greater London, United Kingdom St. James's Place Full timeSupporting Wealth ManagersWe are seeking an enthusiastic and organized individual to join our team as a Financial Services Administrator. In this role, you will provide administrative support to our Wealth Managers, including managing client review meetings and updating confidential financial reviews.You will also be responsible for handling incoming calls...
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Financial Services Administrator
10 hours ago
London, Greater London, United Kingdom The Recruiter Ltd Full timeJob Title: Financial Services AdministratorAbout the Role: We are seeking a highly skilled Financial Services Administrator to join our team at The Recruiter Ltd.Key Responsibilities:Liaising with financial institutions on behalf of clientsProviding administrative support to our IFA teamAssisting with paraplanning tasks, including data entry and document...
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Financial Services Administrator
3 days ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Services Administrator to join their team in London. This role offers an estimated salary of £28,000 - £35,000 per year.Job DescriptionThe successful candidate will be responsible for providing administrative support to the Private Client Director, including organizing meetings,...
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Financial Services Administrator
3 weeks ago
London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob OverviewEvelyn Partners Fund Solutions Limited seeks an experienced Financial Services Administrator to join our Wealth Management team in London. The ideal candidate will have a proven track record of providing excellent administrative support and building strong relationships with clients.The successful applicant will be responsible for delivering full...
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Financial Services Administrator
23 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Artemis Recruitment Consultants Ltd in London.As a key member of the team, you will be responsible for providing comprehensive support to the Business Processing Manager and wider teams.Responsibilities include...
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Financial Services Administrator
1 day ago
London, Greater London, United Kingdom Aldrich & Co Full timeRole OverviewAldrich & Co is seeking a skilled Financial Services Administrator to join our Investment Management team. As a key member of the team, you will provide exceptional support to clients and colleagues alike.About the RoleThis is an exciting opportunity to work in a fast-paced environment where no two days are the same. You will be responsible for...
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Financial Administrator Assistant
3 weeks ago
London, Greater London, United Kingdom Rapid Recruitment Services Full timeJob Title: Financial Administrator AssistantCompany Overview:Rapid Recruitment Services is a leading provider of recruitment services. We specialize in finding the best candidates for our clients and ensuring a seamless hiring process.Salary:$50,000 - $65,000 per yearJob Description:We are seeking an experienced Financial Administrator to join our team as a...
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Financial Services Administrator
2 weeks ago
London, Greater London, United Kingdom Montpellier Resourcing Full timeJob DescriptionWe are seeking a skilled Financial Services Administrator to join our team at Montpellier Resourcing. This role involves overseeing account opening and amendments, providing administrative support to Investment Managers.Key Responsibilities:Reviewing account-related documentation for completeness and accuracy.Maintaining account opening...
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Financial Services Coordinator
2 weeks ago
London, Greater London, United Kingdom Fleet Street Financial Ltd Full timeCompany Overview: Fleet Street Financial Ltd is a forward-thinking, Chartered, and independent wealth management firm that prides itself on being adaptable and always striving to be better. Our company culture values autonomy, flexibility, and a supportive environment where employees can grow without being micro-managed.">Job Summary: We are seeking a Junior...