Financial Services Administrator

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...

**About James Leighton Financial Services**James Leighton Financial Services Ltd is a leading mortgage producer nationally and a top performer in new build specialists. This role offers a gateway to team and divisional management pathways.**Key Responsibilities:**Work in a fast-paced, deadline-driven, and telephone-based environmentProvide exceptional...

Position: Financial Services Administrator Hours: Part-time – 21 hours spread over 3 days Compensation: £16,380 per annum based on 21 hours per week Company: North Oak Recruitment We are seeking a dedicated individual to join our client's independent advisory firm, providing essential administrative support to Financial Advisors. This role is ideal for...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible Working: Monday to Friday, full-time role with a mix of office and remote workingCompetitive Salary: Dependent on experience, skills, and qualificationsExcellent Staff Benefits: Including a pension scheme, death in service, and 26...

Job Summary:We are seeking an experienced Financial Services Administrator to join our team at Brook Street. As an Apprentice Administrator, you will play a key role in supporting our wealth management services, providing administrative assistance to our CEO and clients.Key Responsibilities:Prepare meeting packs for the CEO, including review and presentation...

Job Summary:We are seeking an experienced Financial Services Administrator to join our team at Brook Street. As an Apprentice Administrator, you will play a key role in supporting our wealth management services, providing administrative assistance to our CEO and clients.Key Responsibilities:Prepare meeting packs for the CEO, including review and presentation...

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency at Harper Finance.Key Responsibilities:Compile performance charts for client presentations and provide data-driven insights to inform business decisions.Provide administrative support to the CEO and other...

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency at Harper Finance.Key Responsibilities:Compile performance charts for client presentations and provide data-driven insights to inform business decisions.Provide administrative support to the CEO and other...

About the RoleWe are seeking a highly skilled and experienced Sales Support Administrator to join our team at Brevere Group. As a Sales Support Administrator, you will play a critical role in providing holistic support to our Senior Wealth Managers and Paraplanners.Key ResponsibilitiesAct as the initial point of contact for client queries and liaise with...

Job Summary:We are seeking a highly organized and detail-oriented Financial Services Administration Assistant to join our team at Brook Street. As a key member of our administrative team, you will provide critical support to our wealth management services, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Prepare...

Job Summary:We are seeking a highly organized and detail-oriented Financial Services Administration Assistant to join our team at Brook Street. As a key member of our administrative team, you will provide critical support to our wealth management services, ensuring seamless day-to-day operations and exceptional client experiences.Key Responsibilities:Prepare...

Company Overview:Brook Street is a leading provider of wealth management services, dedicated to delivering clear and concise guidance on intricate financial products. We are currently in search of a skilled administrator to enhance operational efficiency and expedite case processing.Compensation and Benefits:Competitive salary starting from £22,000,...

Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

Financial Administrator OpportunityWe are seeking a highly organized and efficient Financial Administrator to join our team at GCB Recruitment. As a Financial Administrator, you will play a crucial role in supporting our clients in the financial planning industry.Key Responsibilities:Process authority letters and gather financial data for new clients and...

Company Overview:Brook Street is a prominent player in the wealth management sector, dedicated to providing clients with clear and effective guidance on intricate financial products. We are currently in search of a seasoned administrator to enhance our operational efficiency and expedite case processing.Compensation and Benefits:Competitive salary starting...

Company Overview:Brook Street is a reputable firm specializing in wealth management, providing clients with clear and concise advice on intricate financial products. We are currently in search of a skilled administrator to enhance case processing times and optimize workflow efficiency.Compensation and Benefits:Competitive salary starting from £22,000,...

About the RoleNelsons Solicitors is a leading law firm in the East Midlands, providing expert advice to clients across the UK. We are currently seeking an IFA Administrator to join our Investment Management department in Nottingham.Key ResponsibilitiesManage client data using our back office system, Intelliflo officeHandle general client administration...