Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
An established and successful financial planning firm in Darlington is seeking an experienced Financial Services Administrator / Accounts Assistant to join their client servicing team.
The role involves providing administrative support to advisers and assisting Accounts Manager with daily accounting tasks, ensuring a positive professional experience for our clients.
Day to Day of the Role
Obtain current fund values for investments and create reports for clients, meeting their expectations and regulatory requirements.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice.
Up to £35k
You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme', and due to growth plans, there will be opportunities to progress further within the business.
Posted by Robinson Financial Careers • £25K/yr to £28K/yr
Initially employed as an Administrator, to support the diary management and pre and post sale processes of advisers, this opportunity has a defined career path from Administrator, to financial adviser status, with fully funded DipFS.
Initial client engagement and diary management for the advisory team.
A new opportunity has been created for an individual with an interest in financial advice to join on of the UK's most dynamic Wealth Management Firms at their head Office in Doxford International Business Park.
Are you an experienced Administrator with an interest in finance, if so this may be the role for you!
We are currently working with a well established client within the professional services industry, who are looking for an Accounts Administrator to join their friendly team.
Some of the duties include
Provide specialist administrative support to professional staff within the office.