Jobs: financial administrator


  • Sale, United Kingdom Broadoak Financial Planning Full time

    We are seeking a personable, detail-oriented Financial Services Administrator to join our close-knit team. As a Financial Services Administrator, you will play a critical role in ensuring a seamless experience for our clients throughout their financial planning journey. Your primary responsibilities will include: **Key Responsibilities**: **Client Support**:...


  • Sheffield, Sheffield, United Kingdom Fyfe Financial Full time

    Join Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...


  • Newport, United Kingdom Carl Summers Financial Services Full time

    **£22,000 - £25,000 - Salary based on experience.** **35 hours per week, Mon-Fri (full time)** **Newport, Shropshire** **Carl Summers Financial Services** An exciting opportunity has arisen for an enthusiastic, highly motivated Financial Administrator to join our busy Pensions and Investment Advisers, working with our clients from our offices in...


  • Bridgend, United Kingdom Magenta Financial Planning Full time

    **Job Purpose**: To provide an efficient and professional administration service for Magenta and its clients and assistance in general office upkeep. **Relevant Skills and Knowledge** - Excellent IT skills and knowledge of Microsoft systems. - Good letter writing skills and administration. - Excellent organisation skills. - Detailed knowledge and...


  • Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full time

    Perspective Financial Group Ltd Job OpportunityWe are seeking a highly skilled and motivated Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative...


  • Altrincham, United Kingdom Capstone Financial Full time

    Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...


  • Rhuddlan, United Kingdom LL Financial Solutions Full time

    We are LL Financial Solutions and the sister company to LL Estates. We are a fast growing, modern business, with career opportunities. All teams members are positive, confident, honest and fun. Duties to include - Maintaining client confidentiality at all times. - Providing administration and help to our advisors, - Also General office administration...


  • Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Cambridge, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...


  • Huddersfield, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Newcastle upon Tyne, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Newcastle-under-Lyme, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Halesowen, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 35 local offices nationwide. Founded in 2008, we employ over 450 people including over 160 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...


  • Woodstock, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Huddersfield, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...


  • Colchester, United Kingdom AIC Financial Ltd Full time

    **Location**:Office Based - Earls Colne Business Centre** **Salary: £22,500** **Working as part of the team at AIC Financial Ltd, who are an Authorised Representative of Quilter Financial Planning and Quilter Mortgage Planning Ltd.** Due to expansion, a need for a Financial Services Administrator has arisen. AIC Financial Ltd is a small Financial...


  • Shoreham by Sea, United Kingdom James Phillip Financial Recruitment Full time

    My client a successful IFA brokerage have a Financial Administrator role available in either Shoreham or Brighton. Will suit a current adminstrator or IFA sales support currently working in an IFA brokerage or wealth managment firm or even mortgage brokerage. General Duties: - Setting up and maintaining client files - Ensuring back office systems are kept...