Financial Services jobs

• Bromsgrove
• £40000 - £45000 per annum
• Posted about 23 hours ago

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impres...

• Birmingham
• £28000 - £32000 per annum
• Posted about 23 hours ago

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility. The Role: To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and o...

• Newcastle upon Tyne
• £26000 - £32000 per annum
• Posted about 23 hours ago

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an Client Services Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team....

• Cheltenham
• £25000 - £28000 per annum
• Posted about 24 hours ago

We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath. This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee g...

• Bath
• £25000 - £28000 per annum
• Posted about 24 hours ago

We're on the lookout for an experienced IFA Administrator to join a highly respected financial advisory group based in Cheltenham and Bath. This dynamic and forward-thinking company has built a solid reputation for not only its expertise in financial planning but also its commitment to employee g...

• Berkshire
• Up to £42000 per annum
• Posted 2 days ago

An ambitious and growing financial planning practice are looking to strengthen their financial planning support function with a key hire. I would like to speak with experienced Administration Team Leader/Managers who come from a financial planning or professional services (office based) backgroun...

• London
• £40000 - £50000 per annum
• Posted 2 days ago

An ambitious and growing financial planning practice are looking to strengthen their financial planning support function with a key hire. I would like to speak with experienced Administration Team Leader/Managers who come from a financial planning/advice background. The role is to directly manage...

• London
• £30000 - £35000 per annum + excellent benefits
• Posted 2 days ago

An opportunity has become available for a Financial Planning Administrator in London to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with o...

• Glasgow
• £28000.00 - £32000.00 per annum + Excellent benefits package
• Posted 12 days ago

My client is a successful and highly respected national Wealth Management Practice in Glasgow. They are currently looking for an experienced Client Administrator to join their team. Beautiful offices in the heart of the financial services district, they offer brilliant career progression and work...

• Glasgow
• £26000 - £34000 per annum
• Posted 15 days ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Chorley
• £26000 - £29000 per annum + benefits package
• Posted 15 days ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• Altrincham
• £26000 - £29000 per annum + benefits package
• Posted 15 days ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Altrincham. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applicati...

• Blackpool
• Up to £23400 per annum
• Posted 16 days ago

My client is currently looking for an Administrator to join their corporate actions team in Blackpool. Role responsibilities To identify and process corporate actions on clients' holdings To identify and process market claims on corporate actions To provide investors with clear information about ...

• Newcastle upon Tyne
• £30000 - £33000 per annum
• Posted 16 days ago

A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator. This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting furt...

• Glasgow
• £28000 - £36000 per annum
• Posted 23 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: Prepare suitabili...

• Devon
• £30000 - £35000 per annum
• Posted 26 days ago

I'm currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay area. Responsibilities: Manage calen...

• Bath
• £23000 - £25000 per annum + Bonus
• Posted 28 days ago

I'm currently looking for an Client Administrator to join a leading wealth management firm! Due to the company's ongoing success, they are seeking talented individuals with 6 months+ experience in wealth management administration who live local to Bath. Responsibilities: Manage calendars and sche...

• Lossiemouth
• £25000 - £32000 per annum
• Posted 28 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valuations/illust...

• Perth
• £25000 - £32000 per annum
• Posted 28 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valuations/illust...

• Warwick
• Negotiable
• Posted 29 days ago

I'm currently looking for an IFA Administrator to join a leading financial advisory group in Warwick. Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to...