Posted by Service Service Employment Agency Limited • £25K/yr to £30K/yr
Are you looking for a new role in the Financial Services sector, would you like to join a well-established Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further...
My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an IFA Practice setting or a similar Financial services role, to join their friendly group of existing staff.
The ideal candidate will have a minimum of two years' experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales.
Our Client Service Managers are the engine of our business.
This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
Posted by IDEX Consulting Ltd • £25K/yr to £30K/yr
As a Financial Services Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients.
The role is fundamental to the success of the client, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients' financial affairs - within agreed procedures and regulations.
Posted by TIME Appointments Ltd • £25K/yr to £28K/yr
General
Time Appointments are working on behalf of a prestigious financial services company based in Ipswich, who are looking for a Financial Services Administrator to join their team.
The successful candidate will be responsible for covering a variety of tasks, providing efficient technical support to the brokers, and switching between tasks effortlessly depending on priorities that arise on a day-to-day basis.
Key Duties & Responsibilities
Managing and monitoring daily payment and journal cash movement requests submitted by Investment Managers.
Are you experienced in working within a regulated industry
Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team.
With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.
Posted by Vision-FS Recruitment • £35K/yr to £45K/yr
One of the UK's most successful, award-winning Financial Planning groups has partnered with Vision-FS Recruitment to find a suitable Compliance Consultant for its rapidly expanding team.
Reporting to the Adviser Support Section Leader, the Compliance Consultant's core function is to review and assess the quality of evidence within the client's records in respect to the suitability and compliance across Investments, Insurance and Mortgage products.
The 30-year old business specialises in giving expert retirement advice to it's vast number of clients across the UK.