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FINANCIAL ADMINISTRATOR

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. Provide agendas...

CompanyArtemis Recruitment Consultants Ltd
AddressSouth East
CategoryAdministrative
Salary£30,000 - £40,000 per annum
Job typePermanent, full-time
Date Posted 18 hours ago See detail

Financial Administrator New

Artemis Recruitment Consultants Ltd

South East

£30,000 - £40,000 per annum

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. Provide agendas...

Financial Administrator New

Artemis Recruitment Consultants Ltd

South East

£25,000 - £35,000 per annum

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 wi...

Financial Administrator New

Artemis Recruitment Consultants Ltd

Surrey, England

£20,000 - £25,000 per annum

Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate. Issuing letter of authorities (LOAs) to provider...

Financial Administrator New

Burgh Recruitment Ltd

Lancashire, England

£25,000 per annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

Financial Planning Administrator New

Recruit Uk

Hampshire, England

£28,000 - £32,000 per annum

Salary up to 32,000 (negotiable depending on experience). 28 days holiday, plus ability to buy more. Full exam support. 5% employer contribution to pension. Group Death in Service of 4 x basic annual salary. Group Income Protecti...

Financial Services Administrator New

Mbf.

Surrey, England

Maintain accurate client information on the internal back-office system. Assist with onboarding new clients. Liaise with third parties including providers to obtain information. Prepare information for reports. Work closely with P...

Financial Planning Administrator New

Recruit Wealth Ltd

Marlborough, Wiltshire

£24,000 - £28,000/annum

Preparation of correspondence including letters and emails. Ensuring appropriate documentation is scanned and attached to the relevant client records. Maintaining all administration systems, ensuring all client data is accurate an...

Senior Financial Administrator

Bell Cornwall Recruitment

Staffordshire, England

£20,000 - £28,000 per annum

Provide efficient administrative support to a team of Financial Advisers. Draft and distribute correspondence, including letters and emails. Act as a point of contact for clients, life offices, and internal business members. Maint...

Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

Financial Divisions

Essex, England

£22,000 - £27,000 per annum

They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families. Due to a growing number of new...

Financial Administrator

Tc Personnel Ltd

Southend-on-Sea, Essex

Liaising with clients via the telephone and emails in a polite and prompt manner. General administration duties including updating the CRM system (training given)....

Financial Services Administrator New

Recruit Uk

Worcestershire, England

£25,000 - £30,000 per annum

Salaries up to 30,000 (negotiable dependent on your experience). 28 days holiday, plus bank holidays - as well as your Birthday day off. Flexible home and office working. Income protection. Online discounts portal. 4 x DIS. 5% ma...

Financial Planning / Advice - Senior Administrator / PA New

Recruitment Solutions

Kent, England

£35,000 - £40,000 Annual

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

Financial Administrator

Professional Placement Ltd

East Anglia

£22,000 - £26,000 per annum

Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries. Assist w...

Bookkeeper / Financial Administrator

Additional Resources

Harlow, Essex

£25,000 to £30,000 per annum

Bookkeeper / Financial AdministratorLocation: Harlow, EssexSalary: Very Competitive + Excellent BenefitsJob Type: Monday - Friday, 8:00am - 5:00pmThe Client:Our client is a well-established resin manufacturer, specialising in inno...

Senior Financial Administrator

The Openwork Partnership

Berkshire, England

£30,000 - £35,000 per annum

Gathering information on the clients behalf. Liaising with pension and investment providers. Regular contact with the financial advisers. Preparing the relevant paperwork for client meetings. Production of suitability reports. De...

Financial Services Administrator

Cv Elite Ltd

Lancashire, England

£27,000 - £35,000 per annum

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

Senior Financial Support IFA Administrator

Pertemps Plymouth Commercial

Devon, England

£25,000 - £32,000 per annum

Salary: 25,000 - 32,000 depending on experience. Full time - 9-5 Monday to Thursday, 9-4 Friday. Highly effective time management and organisational skills. Ability to work as part of a team. Ability to work under pressure. Good...

Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions)

Aspire Recruitment

Cheshire, England

Competitive

Maintain client records and our internal system. Process new business applications, joiners/ leavers / changes. Liaise with insurers and internal stakeholders. Process policy renewals. Check and process renewal data. Check quotes....

Financial Planning Administrator route to Paraplanner - Watford - GBP30k

Financial Divisions

Watford, Northamptonshire

30000.00 - 35000.00 GBP Annual

You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The Directors places a lot of emphasis on staff wellbeing and team rapport and regu...

Financial Affairs Service - Administrator

Staffordshire County Counci

Stafford, Staffordshire

£23893 - £25119

Use of online financial systems to process payments in accordance with financial regulations & audit requirements. Maintaining and monitoring ICT systems including the input and retrieval of data. Producing high level, accurate do...

Financial Planning Administrator

Recruit Wealth

Rotherham, South Yorkshire

£25,000 - £28,000 Annual

Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all Financial Planning client a...

Financial Planning Administrator

Njr Recruitment

Nottingham, Nottinghamshire

£25,000 - £28,000 Annual

Responsible for client servicing and the preparation of new business and client review packs for meetings. Obtaining accurate client portfolio valuations and production of valuation statements. Preparation of paperwork for clients...

Senior Financial Planning Administrator

Mbf.

Mansfield, Nottinghamshire

£28,000 - £35,000 Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

Financial Advisor Administrator

Ernest Gordon Recruitment

Oxford, Staffordshire

35000.00 GBP Annual

Financial Advisor AdministratorGBP28,000 - GBP37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to ParaplannerOxford, commutable from Abingdon, Didcot,...

HR Administrator Job Share - Financial Services

Efinancialcareers

South East

Competitive salary

At least 5 years experience, potentially many more years, as an HR Generalist in a Financial Services firm, ideally Private Equity, Investment Management or Asset Management. Other Financial Services firms may be considered if the...

IFA Administrator - Trainee Financial Adviser

Recruit Uk

Avon, England

£28,000 - £30,000 per annum, negotiable

Letters of authority. Preparing meeting packs. Providing administrative support to Financial Planners. Client liaison . Chasing providers. Inbox management. Diary management . Fact finds. Salary up to 30,000. 25 days annual leave...

Financial Planning/Advice - Senior Administrator/PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 per annum

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

HR Administrator Job Share - Financial Services

Carnegie Consulting

London, England

£50000 - £55000 per annum + pro rata

At least 5 years experience, potentially many more years, as an HR Generalist in a Financial Services firm, ideally Private Equity, Investment Management or Asset Management. Other Financial Services firms may be considered if the...

Financial Services Administrator - Leeds (Flexible Hours Available)

Bwd Search & Selection

West Yorkshire, England

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. You will ideally have strong...

Financial Services Administrator

Efinancialcareers

Tyne And Wear

Competitive salary

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...