771 financial services administrator jobs found

Brook Street Recruitment is working with our Belfast client to recruit a new full time and permanent Financial Services Administrator role. You will collaborate with a team of Financial Planning Consultants, Paraplanners, Investment Managers, and other Financial Planning Support Staff. Your responsibilities may include managing new business applications, valuations, quotations, servicing existing business, database management, platform work, and external client and provider interactions. Our experienced team will provide comprehensive on-the-job training. After completing initial training, you will have the opportunity to pursue relevant professional qualifications. Main Duties and Responsibilities: In this role, you will provide comprehensive administrative support, ensuring efficient and effective client base administration. Your tasks will include: Acknowledging, vetting, and processing new business applications for all financial products Maintaining up-to-date and accurate...

Are you a detail-oriented and proactive professional with a passion for financial services administration? If so, we have an exciting opportunity for you to join our dynamic team as a Financial Services Administrator for our client based in Norwich. This role can be full-time or part-time over 5 days per week. Key Responsibilities: * Letter of Authority Management: Issue and chase letters of authority efficiently to facilitate smooth communication with external parties. * Client Interaction: Proactively chase financial information from clients, handle client telephone calls, answer basic queries, and refer more complex matters to advisers as needed. * Network Administration: Liaise and collaborate with the networks admin team, ensuring seamless communication and cooperation. * Adviser Support: Provide support to advisers, potentially assisting with FE analytics and pension reports. Assist new advisers in getting registered on platforms. * Client Meetings: Prepare and...

Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research (please note you do not need to have carried out paraplanning duties previously but this would be advantageous), assisting one of the Directors of the company; as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner. Main purpose of the role This role is to support one of the company’s Directors, a qualified and experienced Financial Planner with a wealth of experience and knowledge as well as a large number of clients to service, this role will be to assist them in servicing their clients in the most efficient and professional way. This vacancy has...

Are you an experienced Financial Services Administrator looking to join a new, expanding team? Look no further as I have a brilliant opportunity to join a growing firm who offer great career progression opportunities! Benefits: * Ongoing professional development * Company healthcare scheme * Defined career path * Flexible working Responsibilities * Deliver first-class service to clients and provide regular communication on all stages of the advice process * Provide daily administrative support to the financial advisors * Responsible for the submission and collation of letters of authority and engage with providers to ensure timely completion * Oversee the client management system to deliver client review meetings in line with customer expectations * Present a positive image of the company to clients at all times * Provide effective and consistent communication between clients, team members and colleagues * Ensure client confidentiality is...

Financial Services Administrator £24-28K DOE We are currently working with a leading Financial Services company now recruiting for an Administrator to come onboard with a view to becoming a paraplanner or a Financial Advisor. If you have knowledge of Accountancy and Finance from a Financial Services background and have experience in the Finance OR IFA OR Financial Services fields then this could be the perfect opportunity for you. The successful candidate should have: Excellent communication and organisation skills Strong customer service focus and attention to detail The ability to multi-task and manage conflicting priorities Knowledge of Financial Services, particularly in relation to Wealth Management would be preferred Strategic and methodical in your approach The role offers the successful candidate training, development and the chance to be part of a vibrant and successful team. You will also be eligible for the Generous Company Pension, 25 days holiday plus...

Clark James Recruitment are working with a leading Financial Services business in East Sussex. Due to continued growth our client are looking to recruit a Financial Services Administrator to join the business. Role * The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy. It may also involve interaction with clients. * Undertake product and investment research. * Liaise with product providers and third parties to acquire information. * Use analytical software to review client's existing plans. * Obtain illustrations. * Update model portfolios on investment platforms. * Prepare clear, technically accurate and compliant suitability reports. * Prepare client reviews. * Prepare and maintain detailed compliant client files and records within agreed CRM system. * Record any client communication (written, oral or electronic). * Full time,...

Financial Services Administrator Location: Rossendale Salary: £20-£25k An excellent opportunity has arisen for a professional Administrator to work within a well-established business in Rossendale with scope to qualify as a Paraplanner in the future. We would welcome applications from varied administrative backgrounds, in particular banking, professional services and finance! This position will involve supporting the Financial Services Manager providing strong administrative support including diary and appointment management as well as dealing with customers. You will ensure that you are providing a consistently high level of support. Role Overview and Responsibilities * You will collate financial information on the bespoke system * Process product information, relating to ISA’s, pensions and investments * Complete and process withdrawals * Process client transactions and enquiries accurately and in a timely manner and per agreed service levels....

My client, a well known specialist pensions organisation, currently seek an experienced pensions administrator to join their friendly team. This is a varied role and duties will include: * Providing client and administrative support to the pensions consultants * Preparing meeting papers for client consultations * Gathering client information including previous and existing schemes * Obtaining transfer value quotes from providers * Preparing and processing investment / property transaction paperwork * Ensuring that all transactions are compliant * Assisting with the preparation of reports for clients who are coming up to "at retirement" phase * Assist consultants with gathering information for annual client reviews Applicants must possess Pensions Administration experience from a Personal, GPP, DC, DB, SIPP or SSAS background. You will have a keen eye for detail, excellent communications skills and the ability to prioritise your work. It is also important...

Financial Services Administrator Leamington Spa Salary £25,000 - £30,000 dep on exp + benefits Our Ref AL1256 The Role My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team. The suitable candidate will join the back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with ad-hoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database, potentially report writing – a very varied role. Skills required: * The candidate is required to have a minimum of 2 years Financial Services experience, ideally within an IFA...

An excellent opportunity has arisen with a highly regarded Pensions Consultancy for a Junior Pensions Administrator to join their busy team.The role is varied and will involve learning how to administer occupational pension schemes. Daily duties will include: * liaison with pension scheme members * performing basic pension calculations and learning the technicalities of different schemes * updating databases * providing members and their advisor's with information * general administration duties. * You will be expected to continually develop and expand your product knowledge to enable you to perform more technical duties and take on more challenging tasks. Applicants must be educated to a minimum of A'level standard (or equivalent) with good numeracy and literacy ability. Strong organisation and administrative skills are imperative along with a steady work track record and a keen desire to develop a career in the financial services industry. The...

We are excited to be working with an Independent Financial Advisory firm based in Halifax. Overview The team provide high quality advice to personal and corporate clients throughout the UK and are proud of their long standing reputation of providing hands-on client-focused solutions and excellent client service. The team consists of four office based Financial Planners and two Administration Staff. Job Role An exciting opportunity has arisen within the team for a Financial Planning Administrato… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

We are excited to be working with an Independent Financial Advisory firm based in Halifax. Overview The team provide high quality advice to personal and corporate clients throughout the UK and are proud of their long standing reputation of providing hands-on client-focused solutions and excellent client service. The team consists of four office based Financial Planners and two Administration Staff. Job Role An exciting opportunity has arisen within the team for a Financial Planning Administrato… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Junior Paraplanner Manchester £23,000 - 26,000 (depending on experience) Monday to Friday A growing wealth management practice are looking to add a Junior / Trainee Paraplanner to their adviser support team. Junior Paraplanner Key Responsibilities * Processing new business * Preparing client meeting review packs * Dealing with client enquiries / queries * Fund switches / withdrawals * Liaising with product providers * Providing an exemplary service to clients at all times The role will be fully office based during training before moving to 1 working day from home. Once settled in and trained up, this can be altered to balance out more working from home days. Junior Paraplanner Benefits * Employer pension contribution 5% with member contributions of minimum of 3% * 25 days holidays plus bank holidays + Birthday as additional days holiday * Flexible working hours * 10 days paid sick pay What next? Apply today to be considered for this Junior...

We have a current opportunity for a Wealth Management/Financial Planning Administrator on a permanent basis. The position will be based in Nottingham. ***hybrid*** if desired. Financial Services Administrator Are you an experienced Financial Planningadministrator? This opportunity may well be what you are looking for! Role overview: To provide business support to Financial Advisers, working within the agreed business objectives Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation Responsibilities: The role will typically include: Administrative support to encompass the processing of new business and client valuations To compile basic suitability reports from structured templates Preparing agendas and paperwork for client review meetings To act as a liaison, point for clients and providers To maintain and update client information within Xplan and AWS Morningstar To assist the Practice Manager with...

We have a current opportunity for a Wealth Management/Financial Planning Administrator on a permanent basis. The position will be based in Nottingham. ***hybrid*** if desired. Financial Services Administrator Are you an experienced Financial Planningadministrator? This opportunity may well be what you are looking for! Role overview: To provide business support to Financial Advisers, working within the agreed business objectives Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation Responsibilities: The role will typically include: Administrative support to encompass the processing of new business and client valuations To compile basic suitability reports from structured templates Preparing agendas and paperwork for client review meetings To act as a liaison, point for clients and providers To maintain and update client information within Xplan and AWS Morningstar To assist the Practice Manager with...

Location: Meriden, Coventry Salary: £25,000 - £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review...

Job Title: Independent Financial Adviser (IFA) Administrator Open to full-time or part-time! Ipswich (IP4) Benefits * Pension * Generous holiday allowance * Sick pay. * Onsite parking (limited spaces, not guaranteed). * Exam support. We are working with a reputable financial advisory firm led by a dedicated team of directors. With a commitment to excellence and client satisfaction, we are seeking an experienced Administrator to join their team and play a pivotal role in the growth and success of the firm. Key Responsibilities: As an IFA Administrator, you will be responsible for a range of administrative tasks crucial to the smooth functioning of operations. Key responsibilities include: * Utilising IO-based systems for efficient data management. * Organising appointments and maintaining an accurate schedule. * Recording information from client meetings and ensuring data integrity. * Liaising with providers and clients via phone and email. *...

Location: Barnstaple Salary: £24,000 - £28,000 Duration: Full time, Permanent, Hybrid (working from home 2 days a week) A new opportunity for a Financial Planning Administrator has become available for a prestigious national financial services firm in their Barnstaple office. The role will involve working closely with clients and financial advisers to provide a great holistic wealth management service. There is great opportunity to be supported through exams and continue progressing in your career as well as a competitive salary and hybrid working model. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative...

Location: Kimbolton, Cambridgeshire Salary: £25,000 - £30,000 Duration: Full time, Permanent, Hybrid (working from home 1 day a week) We are working with a highly regarded Independent Financial Advice firm who are looking for a new Financial Planning Administrator to join their busy Kimbolton office and assist in providing a highly personalised financial planning and investment management service. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs...

Large CBD financial planning/accounting firm, seeking an experience CSA to join the team Organic growth, career opportunities, great staff benefits. About our client: Our client is a large public practice accounting and financial planning firm, based in the heart of the CBD. They specialise in business services, tax, SMSF, advisory services, financial planning and mortgage broking services to SME businesses. The office consists of 6 Partners and over 45 staff. They also boast an exceptional sta… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website