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Oak Private Wealth
London
Financial Services Administrator Salary of up to £28,000 (dependant on experience) + Benefits Full time (40 hours per week) Home based role – ideally within a commutable distance to London Oak Private Wealth is a small, happy company that is directly registered with the FCA. We manage over £120M for 120 families in a well-established client base. W
Job Source: Oak Private WealthReed
London
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to £35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth opera
Job Source: ReedReed
London
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to £35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth opera
Job Source: ReedAntony George Recruitment
Banstead
MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement
Job Source: Antony George RecruitmentAntony George Recruitment
Banstead, England, United Kingdom
Job Description MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objectives, professional service, and co
Job Source: Antony George RecruitmentArtemis Recruitment Consultants Ltd
London
Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise tasks Fields calls and email queries as appropriate and act on all non-technical queries
Job Source: Artemis Recruitment Consultants LtdArtemis Recruitment Consultants Ltd
London
Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties
Job Source: Artemis Recruitment Consultants Ltdmbf.
London
Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors. Key Resp
Job Source: mbf.London
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you.
Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.
In return, you will receive a generous basic package and the support to develop your skills and further your career.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.
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Email Alert for Administrator - Financial Services jobs in London
ⓘ There was an unexpected error processing your request.
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