Financial Services Administrator
1 month ago
Financial Services Administrator
Salary: £25,000 - £30,000 + benefits
Aylesbury, Buckinghamshire
Office-based for initial training, followed by hybrid working opportunities - 3 days office/2 home based – provision for IT equipment
Are you eager to build a thriving career in the financial services industry?
MDG (Myers Davison Ginger Ltd) are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand.
About us
We are a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by cutting-edge technology. Our collaborative approach connects financial services with professionals in family law and taxation to deliver holistic, long-term wealth management solutions.
We are also at the forefront of innovation, developing a software platform designed to transform professional alliances and modernise processes through AI-driven tools such as voice-activated dictation and automated meeting transcription.
Why this role is exciting?
This is more than an administrative role. It is an opportunity to grow with us as we redefine financial services. As part of our team, you will be central in creating a new paradigm for financial planning that effortlessly integrates technology, collaboration, and exceptional client service.
Who is our ideal candidate?
We are looking for a motivated individual with the right attitude and a willingness to embrace innovation.
You will:
Be eager to excel in the financial services industry and see it as the foundation for your professional career.
Have some experience in a trainee administrator or paraplanner role and understand the precision this industry demands.
Feel frustrated by a lack of clear career progression in your current position.
Be open to new ideas, including IT development and digital marketing, with strong skills in Microsoft Office, particularly Excel and Word.
Thrive both as a team player and working independently, with an appreciation for the social aspects of teamwork.
We offer:
A supportive and forward-thinking environment where your contributions matter.
Sponsorship for financial services qualifications to help you advance your career.
A fulfilling and dynamic role where no two days are the same.
Why work for us?
Imagine a workplace that combines the foundation of a trusted financial planning firm with the excitement of building a modern, tech-enabled practice. You will be part of a team dedicated to delivering exceptional client service while using AI and other innovations to streamline workflows and drive growth.
Your role in our journey
As we expand our relationships with family law firms and tax advisers, your role will be essential in:
Ensuring smooth operations and client satisfaction.
Helping to generate national enquiries for our IFA services, contributing to our mission of delivering truly holistic wealth management solutions.
Acting as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage.
Managing client files, processing paperwork, and maintaining accurate records to support financial planning processes.
Embracing and using cutting-edge tools, including voice-activated dictation and meeting transcription software, to streamline workflows.
If you are interested in this Financial Services Administrator position and believe you have the right skills to take on this role, please submit your CV and a cover letter outlining why you are the perfect fit for this position.
INDHS
-
Financial Administrator
2 weeks ago
Aylesbury, Buckinghamshire, United Kingdom ProTalent Limited Full timeJob DescriptionWe are seeking a Financial Administrator to join our team at ProTalent Limited in Aylesbury. The successful applicant will be responsible for providing financial administration services to a wide range of clients, including bookkeeping duties, VAT returns, and supporting clients with bookkeeping and software queries.Job Duties:Bookkeeping...
-
Financial Administrator
2 weeks ago
Aylesbury, Buckinghamshire, United Kingdom CV-Library Full timeJob Title: Financial AdministratorSalary: £28,500 - £32,700 per annumLocation: Aylesbury, BuckinghamshireThis is an excellent opportunity for an experienced financial administrator looking to join a friendly primary school. The successful candidate will be responsible for efficiently managing the school's finances and ensuring accurate accounting...
-
Financial Administrator Role
6 days ago
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeJob OverviewWe are looking for an experienced Financial Services Administrator to join our team at Equals One Ltd. This role involves managing client files, processing paperwork, and maintaining accurate records to support financial planning processes.Key Responsibilities:Deliver exceptional client service by ensuring smooth operations and addressing client...
-
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeCareer Advancement in Financial Administration:">We are seeking a talented Financial Administrator to join our team in Aylesbury, Buckinghamshire. The successful candidate will have a strong background in financial services administration, with a proven track record of delivering high-quality results in a fast-paced environment.">About the Role:">This is a...
-
Administrative Services Coordinator
7 days ago
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeAdministrative Services Coordinator Job DescriptionSalary: £25,000 - £30,000 + benefitsWe are a well-established firm of Chartered Financial Planners seeking an experienced Administrative Services Coordinator to join our team. The ideal candidate will have experience in trainee administrator or paraplanner roles and be eager to excel in the financial...
-
Financial Services Professional
7 days ago
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeAbout the JobWe are seeking a motivated and detail-oriented Financial Services Administrator to join our team at Equals One Ltd. This role offers the opportunity to build a thriving career in the financial services industry, leveraging skills in Microsoft Office and experience in trainee administrator or paraplanner roles.Key Responsibilities:Ensure seamless...
-
Administrative Assistant
4 days ago
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeJob Description:">We are looking for a skilled Administrative Assistant to join our team in Aylesbury, Buckinghamshire. The successful candidate will have excellent organizational skills and attention to detail, with a strong understanding of Microsoft Office, particularly Excel and Word.">About the Role:">This is an exciting opportunity to work in a...
-
Administrator - Transport Services
4 weeks ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team!Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills.This is a free service for residents and the...
-
Administrative Role in Financial Planning
2 weeks ago
Aylesbury, United Kingdom Equals One Ltd Full timeThe role we have available is for a Financial Services Administrator who will be responsible for ensuring the smooth operation of our client's financial planning practice. This includes managing client files, processing paperwork, and maintaining accurate records to support financial planning processes. You will also act as the first point of contact for...
-
Financial Services Professional
2 weeks ago
Aylesbury, United Kingdom Equals One Ltd Full timeCompany OverviewIn Equals One Ltd, we are dedicated to revolutionizing the financial services industry with cutting-edge technology and innovative approaches. Our client is a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by AI-driven tools. They offer holistic, long-term wealth...
-
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team!Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills.This is a free service for residents and the...
-
Office Administrator
6 months ago
Aylesbury, United Kingdom Innovation Construction Services Full time''' Office Administrator **Duties**: - Perform various administrative tasks to ensure the smooth operation of the office - Answer and direct phone calls in a professional and courteous manner - Manage and maintain office supplies inventory, anticipating needs and placing orders as required - Organize and schedule appointments, meetings, and travel...
-
Administrative Finance Specialist
6 days ago
Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full timeFinancial Services Administrator Job DescriptionThis is an exciting opportunity to join our team at Equals One Ltd as a Financial Services Administrator. In this role, you will be responsible for delivering exceptional client service, managing client files, and supporting the generation of national enquiries for our IFA services.Key Responsibilities:Provide...
-
Administrator
6 months ago
Aylesbury, United Kingdom LinkLife Full time**Overview: We have an exciting opportunity to join a company based in Thame on a 12 month Maternity Cover contract. As an Administrator, you will organise and undertake all administrative duties and support the Finance and Sales department** **Job Title**:Administrator - Maternity Cover **Location**:Thame, Oxfordshire **Contract**: Full time, 12 month...
-
Administrator
6 months ago
Aylesbury, United Kingdom LinkLife Full time**LinkLife have an exciting opportunity to join a company based in Thame on a 12 month Maternity Cover contract. As an Administrator, you will organise and undertake all administrative duties and support the Finance and Sales department** **Job Title: Administrator - Maternity Cover** **Location: Thame, Oxfordshire** **Contract: Full time, 12 month...
-
Bookings Administrator
1 month ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team!Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills. This is a free service for residents and...
-
Bookings Administrator
1 month ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team! Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills. This is a free service for residents...
-
Bookings Administrator
1 month ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team! Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills. This is a free service for residents and...
-
Bookings Administrator
1 month ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team! Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills. This is a free service for residents...
-
Bookings Administrator
1 month ago
Aylesbury, United Kingdom M Group Services Full timeAgility Eco are recruiting for an Bookings Administrator to join the team! Working as part of a small team the Bookings Administrator handles enquiries for a series of community programmes and initiatives to end fuel poverty, with the aim of helping people to keep warm in colder months and reduce their energy bills. This is a free service for residents...