Financial Services Administrator

Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...

AFS Financial Management is long established and experienced group of financial professionals looking to expand our team. We are seeking an experienced Paraplanner or Adviser to provide technical and administrative support and engage in all aspects of the financial planning process.Subject to experience and knowledge duties will include;- assisting with and...

Database Administrator - Financial Services - London Salary: to £50K + bonus & great benefitsJob Type: PermanentLocation: City of LondonHybrid: 3 days a week in the officeA fantastic opportunity has arisen with one of our financial services clients for a DBA with 2 to 3 years of experience.Ideally, you will have been working with SQL Server, however,...

Stonehage Fleming is a leading Multi-Family Office with 19 offices in 14 jurisdictions. Within our Wealth Planning Client Services team we are looking to hire a Client Services Associate (Financial Planning Administrator) to provide a high level of support to the Planners/Directors and for effective Client Service support in accordance with the high...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

A Financial FX company based in London are looking to recruit an 'Business Development Manager.'The role offers a basic salary of £45-50k, plus competitive commission.London/office based (moving to hybrid after 6 months.) This is a permanent role.Requirements:Lead new business growth within the team by engaging directly with EM clients seeking FX...

SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners.Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations,...

THE SEARCHAltus Partners have been retained on a Commercial Finance Director role by a sizeable PE-backed financial services business to lead the FP&A and Business Partnering teams through a period of transformation and scale. This will involve executive level responsibility and interaction with shareholders. For this mandate you will lead the Business...

A Financial FX company based in London are looking to recruit an 'Executive Assistant.'Salary up from £35-38k basic package and benefits.London Bridge/office based (moving to hybrid after 6 months.)This is a permanent role.Develop an understanding of FX markets and cutting-edge digital currencies.Manage calendars and schedule...

A Financial FX company based in London are looking to recruit an 'Executive Assistant.'Salary up from £35-38k basic package and benefits.London Bridge/office based (moving to hybrid after 6 months.) This is a permanent role.HR experience is highly desirable. Develop an understanding of FX markets and cutting-edge digital currencies.Manage calendars...

A Financial FX company based in London are looking to recruit an 'Compliance Associate'The role offers a basic salary of up to £30k, plus benefits.London/office based (moving to hybrid after 6 months.) This is a permanent role.You must have previous experience in compliance to be considered for the role. Responsibilities: · Address compliance and...

Our client is a Canary Wharf-based financial services firm who are growing their modelling team. They are seeking someone with strong financial modelling experience to help model and test securitisation (structured finance) transactions for investors and other structured finance market participants.They offer clear progression opportunities and a healthy...

Data Governance analyst (Financial crime – AML/CTF) Contract (until 31/03/2025) likely to be reviewed and extended Hybrid (2/3 days per week in office) Up to £500pd through umbrella company cer Financial are working alongside an International Bank who are based in the City of London. They are seeking a Data Governance analyst to work with them on a...

Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence. Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a...

Waterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Purpose of Job: To work within one of the financial advice teams that consists...

A leading Financial Services institution are looking to hire a Financial Accountant to join their expanding team in London. Seeking applicant who are Chartered Accountants with c. 1-3 years of post qualification experience with financial services experience. The successful incumbent will join a team of 6 and be responsible for producing monthly management...

INTRODUCTIONOur client is a boutique-style financial services company who boasts a very strong working environment and can offer both professional and personal development. In this role, you will have the opportunity to see all of the business and experience a significant learning curve.JOB DESCRIPTIONResponsible for managing all legal, compliance (first...

Job Description Job Description: We have grown significantly in the UK & Ireland over the past few years, both through strong organic growth opportunities, and also through M&A activity. This role will look after our Fund / Asset Management, Fund Admin and Corporate & Loan Servicing businesses in Ireland, alongside supporting with some of our UK...

Job Description:Our client is a growing wealth management firm who are looking for a Financial Adviser. The Financial Adviser will take full responsibility for the preparation of client reports, preparation and implementation of recommendations and financial plans and the on-going review of client financial goals.To be considered for this role you will need...