Are you a highly organised and motivated professional with experience in financial services?
As a Senior Administrator, you'll play a crucial role in supporting the team of financial advisors and providing exceptional administrative support to our individual and corporate clients.
We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
Posted by Focus Search and Selection • £30K/yr to £35K/yr
About the Role: We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team.
This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers (IFAs) by ensuring the smooth administration of client portfolios and financial planning processes.
If you have a strong understanding of financial products, exceptional organisational skills, and a client-focused approach, this opportunity could be perfect for you.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
We are seeking a skilled and committed Financial Administrator to join our client's team who are a well-established, respectable company based in Bushey.
The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days - Paid time off to do something to better yourself, 6 Care days - Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme
An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.
They would like another friendly individual to join them, where you can have fun and grow.
This company prides itself on the amazing culture they have developed over the years.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
We have a great opportunity for an Administrator to join a great loyal client of ours within their Accounts department based in Bishops Stortford on a temporary basis for 2-3 months
The Role
First point of contact for finance (phone and visitors), taking messages as necessary.
General administration, including scanning and filing etc.