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...
Dealing Administrator 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...
Registration Administrator 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 acr...
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...
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...
Job Description The Investment Administrator role is based within a the business, this team provides an expanding range of investment products including OIEC and Unit Trusts, structured and tax wrapped products through delivery channels including the internet, telephone, fax and post based investment Services . The role of the Investment Administrator is to support the business who are responsible for the pl...
Job Description The Investment Administrator role is based within a the business, this team provides an expanding range of investment products including OIEC and Unit Trusts, structured and tax wrapped products through delivery channels including the internet, telephone, fax and post based investment Services . The role of the Investment Administrator is to support the business who are responsible for the pl...
Job Description The Investment Administrator role is based within a the business, this team provides an expanding range of investment products including OIEC and Unit Trusts, structured and tax wrapped products through delivery channels including the internet, telephone, fax and post based investment Services . The role of the Investment Administrator is to support the business who are responsible for the pl...
Job Description The Investment Administrator role is based within a the business, this team provides an expanding range of investment products including OIEC and Unit Trusts, structured and tax wrapped products through delivery channels including the internet, telephone, fax and post based investment Services . The role of the Investment Administrator is to support the business who are responsible for the pl...
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...
Data Maintenance Administrator / Data Analyst (Excel) £23K AJ Bell is one of the UK's largest providers of low cost, online investment platforms and stockbroker services. Position: Data Maintenance Administrator Location: Tunbridge Wells Salary: up to £23,000 per annum ROLE: Due to continued growth a new opportunity has arisen at AJ Bell for a Data Maintenance Administrator / Data Analys...
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...
28 jobs matching this search were posted in the last week
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...
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...
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...
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...
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...
A Sales Support Administrator is required to join a reputable HNW chartered accountancy practice in the financial services team. Main Duties: Supporting the financial advisers with sales support Sorting, prioritising and scanning post and attaching to 1st Software where necessary Obtaining policy information from insurance companies via letters of authority from clients and using ...
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...
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.</...
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Date: 6 days ago
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Truro, Cornwall
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£18,000 - £24,000 per annum
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4 applications
An experienced IFA Administrator/Paraplanner is now required to work for a reputable IFA practice based near Truro. This will be a fast paced and challenging role which will involve providing full technical back office support to a small team of IFAs. Key duties will include obtaining valuations for existing clients, quotations on new business, writing suitability reports, answering the telephone and offering comprehensive ad...
