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 THE OPENWORK PARTNERSHIP • £24K/yr to £30K/yr
We are recruiting for an experienced Financial Advice Administrator to join one of our partnership business based in Birmingham.
We are looking for someone, ideally in the role of Financial Advice Administrator currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
An exciting opportunity has arisen for a Finance Administrator to join a leading organisation.
This temporary role is designed to support systems integration, with the primary purpose of transferring data using a combination of bulk upload and manual data entry methods.
The successful candidate will be responsible for safeguarding the accuracy of master data to achieve a 'gold standard' master data file of Group suppliers and sub-contractors.
Posted by Dimensions Specialist Recruitment Ltd • £26K/yr to £35K/yr
Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations offering flexible hybrid working.
You will personally be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, predominantly Defined Benefit schemes.
These are outstanding opportunities for Senior Pension Administrators who are now looking for that next challenging career opportunity, that will see you further utilise and develop your pension expertise further.
This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports.
Largely office based; Up to £35,000
In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it's a small close feel business so you really can make a difference.