Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors.
About Us: Join our leading wealth management firm located in the heart of London.
With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity.
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 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 Your Resourcing Partner Limited • £23K/yr to £28K/yr
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
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.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.
Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector.
The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.
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?