My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team.
This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.
Key Responsibilities
Providing comprehensive administrative support to the wealth management team.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
General
Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.
A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction.
New year and looking to take your financial planning administration role to the next level?
The successful candidate will have experience within a financial services environment, preferably and IFA and have exposure to FCA regulations and strong IT skills.
After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years' experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
We have been asked to recruit an IFA Administrator for a company based in Northampton.
You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent).
Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews...
We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business.
We are seeking a Finance Manager to oversee the production of Statutory and Management Accounts for the Charity and its subsidiaries.
The ideal candidate will be a key player in liaising with investment managers, auditors, and regulatory bodies, as well as leading the preparation of annual budgets.
This role involves a high level of responsibility, including the preparation and presentation of performance monitoring reports, financial analysis, and ensuring compliance with VAT and corporate tax requirements.
This is an exciting opportunity for a CRM Support Administrator to join a leading finance firm in the Northampton area.
To be considered for this position you will have previous experience with a CRM system supporting a large number of internal users across Sales & Marketing.
This role is paying £32,000 generous annual bonus.