The role will suit someone with a strong background in Investment Fund administration and comfortable using large Fund accounting data sets.
Rev & Regs are recruiting for a Fund Administrator position for a dynamic and well-renowned Financial Services company in Leeds.
The business has an Investment Operations function that supports the centralisation of a range of activities that cover the full lifecycle of an investment fund.
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
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.
An expanding and independent financial advisory business are seeking an experienced administrator to support one of the businesses most experienced planners.
You will ideally have strong knowledge across the areas of Investments, Pensions and Protection products and hold a good understanding of platforms.
Working within a combination of office and home base you provide support for both pre and post client appointment work and be a comfortable using back office systems and managing your time efficiently.
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
NJR have partnered with a well established small firm of Financial Planners based in Brighhouse who are looking for an IFA Administrator to join their exciting team.
They are friendly but professional and have long standing client bank of High Net Worth individuals.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
The ideal candidate is detail-oriented and eager to learn and develop professionally.