Posted by Financial Divisions • £28K/yr to £34K/yr
They are now looking to add to their support team and are seeking applications from administrators with a minimum of one years IFA/Private client administration experience to ensure their financial advisers are supported to provide first class financial advice and service to their extensive client base.
This is a progressive opportunity for a talented individual to develop their career in private client wealth management and be supported to achieve their career goals.
Our client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net worth individuals, charities and trusts.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
Posted by Your Resourcing Partner Limited • £25K/yr to £40K/yr
The Finance Administrator will report into the Financial Controller and Managing Partners and will be an integral part of the finance team.
We are recruiting for a Finance Administrator to work within a small finance department within a large wealth management company based in Moorgate London.
Due to the continued growth of the company, the Finance Administrator role has been created to support the increasing needs of the business.
Posted by Financial Divisions • £25K/yr to £30K/yr
My client is seeking a Financial Administrator to work alongside Financial Advisers, Analysts, and the Client Support Team to deliver exceptional end-to-end service.
Excellent benefits package
This role is ideal for a highly professional individual with a keen eye for detail, who thrives in a dynamic environment where priorities may shift to meet the time-sensitive needs of clients.
Posted by Financial Divisions • £22K/yr to £25K/yr
My client, a well-established firm known for offering top-tier advice on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and protections across Hertfordshire, is seeking a dedicated Financial Administrator.
Study Support and Excellent Benefits/Hybrid Working
Are you ready to start your career with a reputable and forward-thinking independent financial advice business?
Posted by Financial Divisions • £22K/yr to £28K/yr
The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator to assist with the client side of the business.
Full training, Study/Exam support, structured career plan including study towards the level 4 diploma in regulated financial planning - £22,000 - £28,000 (DOE) basic salary, flexible working pattern plus excellent benefits
My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire..
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £30K/yr
General
Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London.
Key responsibilities
Establishing and maintaining electronic client files (Curo CRM).
Acting as the point of contact between advisers, clients and third party product providers.