We're seeking a talented Senior Administrator to join my clients growing team in St. Albans.
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.
Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
This role will require the initial months training to take place in my clients Norwich office.
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Company Overview
Join a prominent financial services firm in Kidderminster who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
Posted by Financial Divisions • £25K/yr to £30K/yr
Excellent benefits package
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.
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.
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.
With a friendly and consultative approach, clients are fully supported to reach their financial goals.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
Key responsibilities
You will provide day-to-day administrative support and liaison with Financial Planners / Wealth Managers, including set up of policies and Trusts, providing documentation required to enable changes to income/withdrawals, premiums and funds, preparing meeting packs, processing changes to client details, sending and processing letters of authority, trading client funds and other investments as recommended by Wealth Manager, etc.
General
You will produce plan information on request and proactively, liaising with product providers appropriately.
My client is a well-established IFA practice with offices in Norfolk and Suffolk, offering bespoke advice to both corporate and private clients, this role will be based in their attractive office in central Norwich.