Financial Administrator
7 days ago
We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.
Key Responsibilities:- Drafting and sending letters of authority (LOAs) and letters of variation (LOVs)
- Creating meeting packs and updating the internal CRM
- Answering client queries and communicating with providers and stakeholders
- Performing administrative tasks to ensure the smooth flow of the support function
- Opportunity to do paraplanning work and support towards industry exams
This is a secure and rewarding role with an excellent benefits package. The Directors are looking to offer a basic salary of between £28k - £30k depending on experience levels.
As a Financial Administrator, you will have the opportunity to work with a dedicated Administration Manager who will monitor your progression and be your go-to-person. You will be based in the office during your induction and onboarding, with the option to work from home on occasion.
Our client is a financial advice business with a reputation for providing high levels of advice on pensions, investments, and retirement planning. The business has a team of 20+ staff, including 5 Advisers and a full team of admins and paraplanners.
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Role** We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our administration team, you will play a vital role in supporting our dynamic high billing Advisers with all administrative tasks. **Key Responsibilities** Process new client packs and create and maintain client records Work...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time**About the Role** We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a key member of our administration team, you will play a vital role in supporting our dynamic high billing Advisers with all administrative tasks. **Key Responsibilities** Process new client packs and create and maintain client records Work...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities ** Meeting Preparation**: Assist...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities ** Meeting Preparation**: Assist...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities • Provide administrative...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator Opportunity Financial Divisions is seeking an experienced Financial Administrator to provide dedicated support to a top-performing Financial Adviser. This is an exceptional opportunity to join a progressive and personable team and contribute to the growth of a thriving client base. Key Responsibilities • Provide administrative...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
3 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeExceptional Opportunity for a Dedicated Support RoleOur Financial Adviser is seeking an experienced Financial Administrator to provide dedicated support in a vibrant business environment. This all-encompassing role offers a unique chance to grow and evolve with the Adviser and their client book.Key Responsibilities:Provide exceptional support to the Adviser...
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Financial Administrator
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeExceptional Opportunity for a Dedicated Support RoleOur Financial Adviser is seeking an experienced Financial Administrator to provide dedicated support in a vibrant business environment. This all-encompassing role offers a unique chance to grow and evolve with the Adviser and their client book.Key Responsibilities:Provide exceptional support to the Adviser...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob Summary:We are seeking an experienced Financial Administrator to join our team at Financial Divisions, a leading wealth management firm in North London. As an IFA Administrator, you will play a crucial role in supporting our team of financial advisors and administrators.Key Responsibilities:Assist in the preparation of annual review meeting materials,...
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Financial Administrator
5 days ago
London, Greater London, United Kingdom Financial Divisions Full timeExceptional Opportunity for a Dedicated Support RoleOur Financial Adviser is seeking an experienced Financial Administrator to provide dedicated support in a vibrant business environment. This all-encompassing role offers a unique chance to grow and evolve with the Adviser and their client book.Key Responsibilities:Provide exceptional support to the Adviser...
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Financial Administrator
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeExceptional Opportunity for a Dedicated Support RoleOur Financial Adviser is seeking an experienced Financial Administrator to provide dedicated support in a vibrant business environment. This all-encompassing role offers a unique chance to grow and evolve with the Adviser and their client book.Key Responsibilities:Provide exceptional support to the Adviser...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.Key ResponsibilitiesAssist in the preparation of annual review meetings,...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a key role in supporting our Financial Planners and Advisers in delivering exceptional client service.Key ResponsibilitiesProcess new business, maintain compliance, and manage ongoing client...