Administrative Role in Financial Services

Join Anderson Wright Consulting Ltd, a leading independent financial services company, and take on the role of Senior Financial Services Administrator. As a member of our team, you will be responsible for assisting in the administration of financial plans and investment proposals, maintaining client files, processing account applications, and managing...

The Eventus Recruitment Group, a leading recruitment specialist, is seeking an experienced Financial Planning Administrator to join their team in the UK. This role offers a competitive salary of £25,000 - £30,000 per annum, depending on experience.This job involves supporting a fast-paced team at a leading financial planning firm near Holmes Chapel,...

About the RoleWe are looking for a skilled Financial Planning Assistant to join our team at Anderson Wright Consulting. In this role, you will be responsible for supporting our financial advisers in delivering exceptional client service.Main Responsibilities* Assist in the administration of financial plans and investment proposals* Manage client files and...

We are seeking an experienced Financial Planning Assistant to join our team at Anderson Wright Consulting Ltd, a leading recruitment agency in the UK.About the JobThis is a fantastic opportunity for a skilled professional to work in a small team where the average length of service is 16 years. You will be an integral part of the company's continued success,...

Job OverviewWe are seeking an experienced Financial Planning Assistant to join our team at Anderson Wright Consulting. The successful candidate will be responsible for assisting independent financial advisers in administering financial plans and investment proposals.Responsibilities* Maintain, setup and update internal client files and records* Process...

Job Description: Professional Financial Services Coordinator OpportunityThe Eventus Recruitment Group is looking for a highly organized and detail-oriented individual to fill the role of Professional Financial Services Coordinator.About the Company:Eventus Recruitment Group is a leading recruitment agency specializing in finance, law, and human resources. We...

As a Junior Financial Services Professional, you will play a vital role in supporting the success of our clients in the UK. We are looking for a skilled Financial Planning Administrator to join our team and contribute to the growth and development of our business.This role requires strong organizational and communication skills, as well as the ability to...

We are seeking an Assistant Financial Services Manager to join our team at Anderson Wright Consulting. As a key member of the team, you will be responsible for assisting in the administration of financial plans and investment proposals, maintaining client files and records, and ensuring compliance regulations are adhered to.Responsibilities:Assist in...

Job OverviewWe are seeking a highly skilled Financial Planning Assistant to join our team at Anderson Wright Consulting Ltd.The ideal candidate will have previous experience working in a similar role and possess excellent communication and administrative skills.This is a fantastic opportunity for someone looking to advance their career in the financial...

The Eventus Recruitment Group is seeking a highly organized and motivated Financial Planning Administrator to join their team in the UK. This role offers a challenging and rewarding opportunity to support a fast-paced team at a leading financial planning firm near Holmes Chapel, Cheshire.The successful candidate will have a minimum of 2 years' experience...

Anderson Wright Consulting Ltd is a dynamic and growing company that requires a talented Financial Planning Team Member to join our team. As a Financial Planning Team Member, you will be responsible for assisting in the administration of financial plans and investment proposals, maintaining client files, processing account applications, and managing...

About the RoleIn this challenging and rewarding position, you will be responsible for assisting independent financial advisers in administering financial plans and investment proposals.You will also maintain, setup and update internal client files and records, process account applications, transfers, and other paperwork, and provide exceptional customer...

Are you looking for a challenging and rewarding role in the financial services industry? We are seeking an Investment Administration Specialist to join our team at Anderson Wright Consulting. In this role, you will be responsible for administering financial plans and investment proposals, maintaining client files and records, and ensuring compliance...

Company OverviewWe are working with a leading financial services company, established over 20 years ago. This independent firm has continued to thrive and grow year on year.SalaryThe estimated salary for this role is £25,000 - £28,000 per annum, depending on experience.Job DescriptionThis Financial Planning Assistant will be an integral part of the team,...

About the RoleThis Financial Planning Assistant position offers an excellent opportunity for individuals who enjoy working in a small team environment where average length of service is 16 years. You will be an integral part of the company's success, working closely with colleagues to ensure client needs are met effectively and efficiently.The successful...

Anderson Wright Consulting Ltd is a renowned independent financial services company with over 20 years of experience. We are seeking a skilled Financial Planning Assistant Professional to join our small team and contribute to the company's continued success.We are looking for an individual who can assist in administering financial plans and investment...

Anderson Wright Consulting is seeking an experienced Financial Planning Professional to join their team. The successful candidate will be responsible for administering financial plans and investment proposals for independent financial advisers, maintaining client files and records, and processing account applications and paperwork.Key...

About the CompanyAustin Fraser's partner company is a major player in the financial services industry. Established over 20 years ago, they continue to thrive and grow year on year.Job DescriptionThis administrative role involves supporting a small team of experienced professionals in their continued success. Key responsibilities include:Maintaining and...

Requirements and BenefitsExperience: 2 years previous experience working as a Financial Planning Assistant.Skills: Excellent telephone and communication skills, attention to detail, and ability to work independently or as a team member.We offer a competitive salary of £25k-£28k dependent on experience, flexible working hours, and a comprehensive benefits...

Sales Administrator Job DescriptionAspion is seeking a highly organized and detail-oriented individual to fill the role of Sales Administrator. This person will support the sales team in achieving their goals by maintaining efficient sales operations, streamlining administrative processes, and ensuring a seamless experience for customers. Key...