Jobs: other financial services

EIS Financial Services:The Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 giving EIS Union members and their families' access to a dedicated team of professional advisers providing impartial advice on a wide range of financial and insurance products including Retirement Planning, Investment planning and Teacher's...

**Job Title: Financial Services Administrator** **Location: Newcastle** **Salary: Dependant on experience, with a good range of benefits in addition** **Duration: Permanent** **Hours: 35 hours a week Monday to Friday - Flexible Hybrid working after successful completion of probationary period (6 Months**). Lycetts specialises in providing independent,...

**No Recruiters Please** **Why chose Continuum?** We build relationships that last a lifetime with our clients, but also with our staff so that we become their ‘Home for Life' We are proud of the company culture we have built in making sure that we deliver to our clients, our staff and our partners, which has created an exciting high performance growth...

**Financial Services Manager - Embrace Financial Services** LSL’s growing Financial Services business is one of the largest providers of services to mortgage intermediaries, specialist mortgage and protection advice to estate agency and new build customers and valuation services to the UK’s biggest mortgage lenders.Our brands include**PRIMIS Mortgage...

**Are you a Financial Services Administration Professional?** Due to continued success in providing advice to both Private and Corporate clients, this successful IFA practice now needs a professional, organised and disciplined Financial Services Administrator. You will need to deliver excellent customer service to a wide range of customers. Key...

Capstone Financial are a partner practice of St. James's Place, we provide a range of financial planning services to our clients and pride ourselves on building long term client relationships based on trust, personal service and high quality support. Due to continued expansion we are looking for a new member of our Admin team. The role is part of our...

Full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...

**Financial Planner** **Overview** **Essential Functions**: - Work with Clients to develop and present financial goals, objectives, and strategies. - Provide clients with financial advice on investment matters. - Provide clients with financial planning and other services related to their financial goals. - Develop and maintain client relationships. - Work...

To provide full PA/Administrator services to several Financial Advisers - work to include sending Letters of Authority and chasing providers for information; research for pension planning and investments; new business processing; setting up new businessonline; liaising with providers; appointment making and diary management; preparing paperwork for...

**Department**:Lowes Financial Academy / Lowes Financial Management Limited **Post Title**:Financial Services Trainee **Reports to**:Lead Tutor at Lowes Financial Academy / Lowes Financial Management Ltd Financial Planner **Specific tasks include**: - Setting up meetings between the Academy leader and potential clients. - Sending course information to...

Would you like to build on your current financial planning administration experience in a rewarding and supportive company? Would you like to join a progressive firm with a friendly, supportive, collaborative team that will support your professional qualifications and offer a progressive career path? We are a modern financial planning practice and estate...

Job Advert **Financial Services Apprenticeship Scheme** Mercedes-Benz Financial Services is a leading Financial Services provider within the automotive world, growing through innovation, great products and a range of initiatives to give our customers the very best. At the heart of our business is a desire to offer our customers finance offers which make...

Company Description & Other Stories is a fashion brand offering women a wide range of shoes, bags, accessories, jewellery, lingerie, beauty products, stationary and ready-to-wear to create their personal style, or story. Our creative ateliers in Paris, Los Angeles and Stockholm design diversified fashion collections with great attention to detail and...

**Company Description** & Other Stories is a fashion brand offering women a wide range of shoes, bags, accessories, jewellery, lingerie, beauty products, stationary and ready-to-wear to create their personal style, or story. Our creative ateliers in Paris, Los Angeles and Stockholm design diversified fashion collections with great attention to detail and...

Job Title: Client Relationship Coordinator Location: Hybrid (Office-based with remote flexibility) Pay: £30,000 (negotiable based on experience) About Sound Financial Sound Financial is an innovative, client-focused financial planning firm undergoing a strategic transformation. Our dynamic and growing team thrives in an outrageous, kind, and progressive...

📍 Location: Market Harborough or Birmingham (Hybrid) 🕒 Employment Type: Full-Time (with an early Friday finish) 💰 Salary: Competitive, based on experience Role Overview We are looking for an experienced Financial Services Administrator to join our Client Relationship team. You will ensure all administration for life, pensions, and investments...

Job Title:Client Relationship CoordinatorLocation:Hybrid (Office-based with remote flexibility)Salary:£30,000 (negotiable based on experience)About Sound FinancialSound Financial is an innovative, client-focused financial planning firm undergoing a strategic transformation. Our dynamic and growing team thrives in an outrageous, kind, and progressive...

An exciting opportunity has just been created for an administrator to join a national financial services firm at their Kingsbridge location. Experience of working in financial services is preferred, but administrators from other industries will be considered. Hybrid working will be considered **Role Summary** **General Administration**: - supporting...

Earn More. Be Valued. Grow Capital. Continuum is an Independent financial advisory business and brand created for the modern era. A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should...

**The role** An excellent opportunity for an experienced and dedicated administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have a mature, professional attitude and the ability to produce accurate and detailedwork to a consistently high standard. **Typical responsibilities** - General administration...