Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
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.
This company is a well-respected financial services company based in Bury, and they are seeking an Administrator to work alongside and support a small team of Independent Financial Advisers.
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.
The administrator will be responsible for a defined portfolio of SSASs, and will be the first port of call for all queries from clients and their intermediaries so it is a key role in offering our clients excellent customer service and as such is integral in the success of A J Bell.
We are now recruiting an administrator to join our Platinum SSAS Team.
The purpose of this role is to offer excellence in administration services for AJ Bell Platinum SSAS, our fully bespoke SSAS product.
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.