A regionally established financial planning firm are looking to employ a senior investment operations administrator to operate on their unique discretionary investment management platform. You will assist the Investment Director in their investment management proposition and advisory service whilst ensuring all trades are in conjunction with company standards. Further responsibilities will include the processing of new business from i...
Our client, a leading investment organisation seeks a Fund Administrator, to be based in Edinburgh The Fund Administrator will be responsible for: - Ensuring that all procedures are completed on time and in accordance with current service levels. . - Ensuring that all cash entries are input to deadlines consistent with valuation points and ready for authorisation by the team Manager in line with cut-off times, and be respons...
Our client, a leading investment management specialist has an urgent requirement for a Fund Administrator to join their growing team in Cambridge. Reporting to the Senior Fund Administrator, the successful Fund Administrator will be responsible for supporting the Net Asset Value (NAV) production teams by producing detailed cash and asset reconciliations. Conducting thorough investigations and following up all re...
Experienced administrator required for busy document management centre, working within the financial services sector Responsibilities will include: Opening Post Scanning documents (previous experience desirable) Batching Documents Resolving queries The successful applicant will ideally come from a financial services background, have a good eye for detail and the ability to work actively as a team me...
Are you a pro-active and self motivated Senior Financial Services Administrator looking to work for a friendly and high performing boutique IFA in the City? Then I have an excellent role for you. In this role you will be working alongside one other Administrator, providing technical support to the IFAs with all new business administration, as well as undertaking the analysis of individual portfolios where required. You will be respon...
Registrations Administrator needed for a FTSE 100 Company – Leeds. Capita is the leading provider of business process outsourcing services in the UK, specialising in the transformation and management of existing process as well as the implementation of new service infrastructures on behalf of third parties. We have a team based in Leeds called Capita Financial Group, who provide investment fund administration solutions across a ...
Commission & Distrbutions Administrator needed for a FTSE 100 Company – Leeds. Capita is the leading provider of business process outsourcing services in the UK, specialising in the transformation and management of existing process as well as the implementation of new service infrastructures on behalf of third parties. We have a team based in Leeds called Capita Financial Group, who provide investment fund administration sol...
A fantastic opportunity has arisen for an experienced Paraplanner/ IFA Administrator to join a reputable practice of Independent Financial Advisers in Carlisle. In a team of other administrators and paraplanners, the successful candidate will be responsible for the following duties: - Offering full administrative support to advisers by way of checking all client documentation, business processing and submission to providers;<br...
A London based Financial Management firm is currently seeking an experienced IFA administrator to support their team of independent financial advisers. They offer a basic salary of £27,000 plus additional benefits. The company is dealing with investments and pensions providing advice to individual and corporate clients. Established over three decades ago they manage private client’s investments in excess of £400 million.</...
Our with offices in Idyllic surroundings has a superb opportunity for IFA Administrator Job Specification Answering and dealing with telephone calls including clients and third party suppliers Opening, logging and scanning the post to in-house system Greeting clients Undertaking client valuations and associated fund performance research through the use...
Prestigious financial services company based in Brentwood seek an experienced administrator who has good financial services experience. Applicants must have a good eye for detail and able to work efficiently to tight deadlines. You will need to have a flexible approach and able to use your own initiative. Good knowledge of Excel and be generally confident in the use of computers is required. Good communication skills bot...
Our prestigious client based in Yeovil is looking for a Pensions and Trusts Administrator to join their busy and highly motivated team. Key duties include: Bank Duties - reconciliation of bank accounts, banking, writing cheques and arranging bank transfers Preparation of asset statements Preparation of accounts working papers Preparation of bills Preparation and submission...
We currently have an opening with a successful and well-respected corporate finance centre in Leeds. This company are best known for their high service levels, and professional reputation within the investment and fund accounting sector Due to continued team expansion they require a talented Administrator to join their fund valuations team. You will be tasked with producing valuations of various funds, making sure all calculations of...
33 jobs matching this search were posted in the last week
Job Title; Part Qualified AAT - Administrator - Fund Pricing Location; Bolton Consultants; Karen Reynolds / Sarah Ward Reporting to the Financial Controller and working as part of a professional and very hard working team we are looking for the following; - strong administration skills - clear communication skills including verbal and written - ability to use Excel / Word and Office On ...
Job Title; Administrator - Fund Pricing Location; Bolton Consultants; Karen Reynolds / Sarah Ward Reporting to the Financial Controller and working as part of a professional and very hard working team we are looking for the following; - strong administration skills - clear communication skills including verbal and written - ability to use Excel / Word and Office On a day to day basis th...
My Client, a leading financial provider, are seeking a Pensions Administrator with good Occupational pensions experience. The Role To promote and ensure that all KPI targets for the portfolio are consistently exceeded Liaise with internal and external customers to ensure that the service proposition is achieved and customer relations are continually enhanced Take responsibility for and proactively manage the r...
Our clients are a leading Wealth management organisation with several offices in the South East. Due to a promotion they require an administrator to support the Investment management team. Administration duties will include placing trades, re balancing portfolios, processing new business, and maintaining fund information. Candidates must have experience of investment administration support within an Wealth Manager or investment company. They mu...
-
Date: Yesterday
-
Redhill, Surrey
-
£23,000 - £25,000 per annum, pro-rata
-
8 applications
Our client, a small, friendly and professional IFA practice that is well established and reputable is looking for an experienced IFA Support Administrator to work closely alongside one of the Partners of the business. The role will involve new business administration, organising the office, diary, arranging appointments and meetings etc. Our client is looking for an efficient and organised individual with good IT experience and knowledge of...
-
Date: 5 days ago
-
Exeter, Devon
-
£20,000 - £25,000 per annum
-
16 applications
Accounts Administrator, Exeter This is an opportunity for a highly organised Accounts Administrator to gain experience in a high growth environment, handling both internal accounts and external reconciliations for the business. The successful Accounts Administrator will be part of a young, fresh financial services start-up who is experiencing international growth. Since their launch in 2010 the business has achieved subs...
My Client, a leading financial provider, are seeking a Pensions Administrator with good Occupational pensions experience. The Role To promote and ensure that all KPI targets for the portfolio are consistently exceeded Liaise with internal and external customers to ensure that the service proposition is achieved and customer relations are continually enhanced Take responsibility for and proactively manage the r...
-
Date: 9 May
-
Bristol, Avon
-
£15,000 - £18,000 per annum
-
42 applications
This is a fantastic opportunity at a very friendly and successful financial services company based in Bristol. DUTIES: Key tasks and Responsibilities Day to day administration as required, including; Drafting letters and emails Answering and dealing with telephone enquiries Updating records To provide support to our advisers, including; Summarising his...
Financial Services / Investment Administrator - Wealth Management Consultancy Fareham - £21,000 + Package Our client a well established Investment Management Group who specialise in the management of HNW and UHNW Private Wealth Funds are seeking a bright self motivated individual to join there Investment Management support team in the Fareham Office. This key position will involve managing client enquiries and adm...
An immediate start for an IFA Administrator has arisen to join an established Financial Services organisation based in Cambridge. Candidates will be required to obtain valuations for existing clients, quotations on new business, writing suitability reports, answering the telephone and offering comprehensive administrative support. You will also assist with fund and product provider research. You will use Avelo/ ...
Organisation Description My client are a Financial Services company based in Bristol. They are seeking a Sales - Support Administrator to join their firm. Job Description Primarily to provide an administration support service for clients, corporate clients whilst maintaing a high level of customer service through the collection and presentation of accurate data, preparation of co...
Job Description We are seeking a experienced, part time administrator, ideally with experienced working with pensions. Working closely with the Finance Manager, this is a busy and varied role for an experienced administrator, willing to take on a number of duties and projects. Main function: checking pensions and ensuring they are submitted correctly Other duties: Payroll, end of year...
