Sales Trader (German) up to £22,000 Our client is a well established financial services organisation specialising in CFD, Spread Betting and Foreign Exchange. The client is seeking a German & French speaking Sales Trader to work in their office in the City of London. Reporting to the Head of Sales Trading the responsibilities will include: Regular timely communication with Clients, both written and verbal Respon...
Sales Trader (German & French) up to £22,000 Our client is a well established financial services organisation specialising in CFD, Spread Betting and Foreign Exchange. The client is seeking a German & French speaking Sales Trader to work in their office in the City of London. Reporting to the Head of Sales Trading the responsibilities will include: Regular timely communication with Clients, both w...
Our client are the Wealth Management division of a well established Investment Manager who have 5 offices in the UK. This particular vacancy will be based within the organisations modern and open plan offices close to the Bank of England. The current requirement is for an experienced IFA Administrator to join the Wealth Management division to support a team of leading Financial Planners and Senior Technical Paraplanners. This role wou...
A new and forward thinking IFA practice in the City has a number of vacancies for experienced IFA Sales Support individuals. The successful individual will work closely with and provide support to the IFA’s and Paraplanners. Duties will include updating the back office system, processing new business and producing client valuations. It will be important to build relationships with clients, consultants an...
FS / IFA Administrator Central London Attractive salary + benefits. My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced FS administrator to wo...
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Date: 2 days ago
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Croydon, Surrey
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£18,000 - £20,000 per annum
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9 applications
Organisation Description We are currently recruiting on behalf of a fantastic financial services company who are seeking an enthusiastic individual to join their organisation. The role is initially being recruited for on a 6 month contract basis with a view to then being made a permanent position. The companyy offers a modern and friendly working environment with a competitive salary along side...
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Date: 2 days ago
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Croydon, Surrey
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£18,000 - £20,000 per annum
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5 applications
Organisation Description We are currently recruiting on behalf of a fantastic financial services company who are seeking an enthusiastic individual to join their organisation. The role is initially being recruited for on a 6 month contract basis with a view to then being made a permanent position. The companyy offers a modern and friendly working environment with a competitive salary along side...
One of the UKs leading Financial Services organisations is looking for an experienced IFA Support Consultant to promote their online servicing proposition through building relationships with key accounts and providing on going training and support to Financial Advisers and back office staff. Role responsibilities; Build strong internal and external relationships with IFAs and their back office staff as wel...
Our client is a true wealth management firm with the majority of their business being investment led, and involving financial planning across the full spectrum of financial advice. They provide a thorough holistic financial planning service to their HNW portfolio of clients. They are based in North London. As a result of the firm wishing to bolster their client proposition and the offering to their clients, a position has now arisen ...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy; to be based in London's West End. This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client base. Alongside this, ma...
An exciting opportunity has arisen within the Financial Planning arm of a top 20 Accountancy Practice. My client are now actively seeking to recruit a Senior IFA Administrator to work in a high producing team of 4 alongside two Senior Planners and a Paraplanner. An exceptional Administrator, you will offer a full Administration service to the business and deal with all enquiries from a HNW client bank. Responsibilities will include co...
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Date: 7 June
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The City, London
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£25,000 - £30,000 per annum, pro-rata
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74 applications
Organisation Description This company is now one of the largest online providers of online foreign exchange services for both global corporate and private clients 24 hrs a day. This is company is managing to retain high growth and expanding rapidly throughout the UK. You will gain an exposure to the FX market, working along side dynamic and motivated team members setting up and managing client...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy; to be based in London's West End. This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client base. Alongside this, ma...
5 jobs matching this search were posted in the last week
Ref: 1485 Sales Support Administrator - Intermediary Sales FTC 6 months c. £25,000 pro rata Bens Bonus City Opportunity: 6 month FTC within the intermediary sales team of an investment management company.Environment: A well respected and dynamic investment manager, based in the City. Responsibilities: Supporting the process of key account management, liaise between the business development team and oth...
Sales Support Analyst Main Duties To oversee and coordinate the back office support services in a cross functional organisation so as to ensure liaison between the Country Manager / Nordic and Baltic Zone Coordination and Suppliers and Clients To develop and maintain excellent and efficient relationships with providers undertaking regular review meetings and audits...
National Independent Financial Advisor (IFA) office is looking to recruit an IFA Sales Support/Paraplanner to take over an existing work load. The company is looking for an individual with a very broad skill set who can take responsibility for a diverse range of duties from general administration to the preparation of reports/letters etc. Main Duties: - Provide administration support for Advisor</...
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Date: 1 week ago
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Mill Hill, London
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£23,000 - £25,000 per annum, pro-rata
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34 applications
Our client, a newly established IFA practice, where the MD has a wealth of industry experience is looking for an experienced Sales Support Administrator/Office Manager ideally with five years plus IFA support experience, to assist with all aspects of running the business. This is a busy, responsible and varied role and the successful candidate will be working approximately four hours a day/five days a week. Y...
A small bouitique IFA Practice based in the City of London currently have a requirements for an entry level IFA Support Aministrator to join their team. The purpose of the role will be to support the Financial Planning team, the principal duties of this role will be to produce client valuations, obtain illustrations and quotations, schedule appointments and meetings, prepare documentation, database management, deal with telephone cal...
My Client is seeking an Associate Client Services Administrator who will be responsible for providing efficient and effective support to my companies clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements. Responsibilities and Accountabilities Maintenance of Adviser Office ensuring th...
Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Prioritize workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards Process all business in accordance with required process Assess clients file documentation in accordance with compliance requirements Identify and correct ...
Ref: 1470 Client Support Central London to £30,000 Opportunity: Senior support role responsible for the delivery and accuracy of reports to clients. Environment: Part of a team supporting a successful investment consultant within a wealth management practice. Responsibilities: Setting up and maintaining the valuation diary, producing the reports, auditing and checking data, writing and importi...
Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and procedures Process all Business as directed by the Manager - Client Services in a structured way Assess clients file documentation in accordance with compliance requirements Identify any remedial action that may be required and ensure that the documentation is returned to the Advise...
A busy, investment focused Wealth Management organisation with an in-house DFM currently have a requirement for a Senior Support Administrator to work within one of their London based wealth planning teams. Current in this team there a a Senior Consultant, Senior Investment Specialist, and a junior level support Administrator. They are looking for an experience candidate with a thorough understanding of the IFA market and who is famil...
A leading national wealth management organisation currently have a requirement for an experienced IFA Sales Support Administrator to join their London operation. You will be in a team of Administrators working closely with Paraplanners and Consultants on the Private Client side of the business. The role will involve all areas of pre and post sales support such as valuations, products research and quotes. You must have had experience wo...
A fantastic opportunity has arisen within this Independent Wealth Manager. They are looking for an expereinced Senior Administrator who can assist the Invesment Director in ensuring that both the quadrant discretionary investment management service and the Quadrant adivsory service operate as efficiently and effectively as possible amongst other duties. You need to have Investment experience within Investment operations is vital. </...
