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 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. </...
-
Date: 31 May
-
Woking, Surrey
-
£30,000 - £40,000 per annum
-
6 applications
Our client, a well established Independent Financial Planning company, is seeking a Senior Investment Operations Administrator to join their team. Responsibilities include assisting the Investment Director, processing new business, maintenance of accounts, liaising with providers and ensuring the efficiency of department. The ideal candidate will have: Be studying for CII Level 4 Diploma or desire to study Experi...
Our client, a well established Independent Financial Planning company, is seeking a Senior Investment Operations Administrator to join their team. Responsibilities include assisting the Investment Director, processing new business, maintenance of accounts, liaising with providers and ensuring the efficiency of department. The ideal candidate will have: Be studying for CII Level 4 Diploma or desire to study Experi...
Our client is a property company specialising in investment, acquisition and development for residential and commercial property. They are currently looking for a PA/Senior Administrator to work alongside the Director and six sales staff at their office in Maida Vale. This is a varied business support role, providing PA and administrative duties to the Director and team in this busy, fast paced environment. The PA/Se...
-
Date: 6 June
-
Richmond, Surrey
-
£20,000 - £27,000 per annum, negotiable
-
100+ applications
Company Profile EcoHouse Developments is now an internationally operating organisation which has its principal offices in Natal, Brazil. Our company is also established in London (UK), Toronto (Canada), Singapore (SE Asia) and most recently, in Dubai (UAE Middle East). We are currently the only UK authorised company actually building legally in Brazil under the Minha Casa Minha Vid a social housing programme an...
Our client a well established and expanding Wealth Management firm currently require a Senior Investment Administrator due to growth. Responsibilities: - Assisting the Investment Director in ensuring that both the discretionary investment management service and the advisory service operate as efficiently and as effectively as possible. - Being responsible for processing new business from initial account set-up throu...
The client: This world class Investment Bank are dedicated in helping their clients manage and service their financial assets throughout the investment lifecycle. Providing services for institutions, corporations or individual investors they are now seeking an experienced 'Transfer Agency Senior Administrator - Cash Management' The Role: To complete reconciliations, client money cal...
Due to a promotion, an additional Senior Investment Operations Administrator is now being sought by this highly regarded independent Wealth Manager organisation. This is a varied and progressive role where you will assist the Investment Director in ensuring that both the Quadrant discretionary investment management service and the Quadrant advisory service operate as efficiently and as effectively as possible. This will include bein...
Clark James Financial Services Recruitment are working with this nationwide wealth management company who are seeking a highly experienced Senior Sales Support Administrator to provide effective support to the Consultant with new and existing business. Key Skills Dealing with valuations, including Bid and Offer prices Processing new business applications for Pensions and Investment, and se...
-
Date: 6 June
-
Poole, Dorset
-
£21,000 - £27,000 per annum
-
7 applications
A well established Chartered Financial Planning company in Poole is looking to recruit a full time paraplanner / senior administrator to complement their existing support team who deliver high quality service to a team of IFAs and their portfolio of clients. The ideal candidate will hold the full CII Certificate in Financial planning but preferably be qualified to Diploma level, will have a minimum of 3 years experience of working wit...
Senior Financial Services Administrator Location: Taunton Area Salary: £20,000 - £25,000 This is a great opportunity to join a well established IFA practice and is looking to recruit a Senior Administrator. Our client has continual growth plans and is actively seeking an Administrator who wishes to be part of that growth, and become an integral member ...
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...
5 jobs matching this search were posted in the last week
Senior Pensions Administrator - Berkshire - £27,000 An excellent opportunity has arisen for a Senior Pensions Administrator within a company that is uniquely placed in the financial services industry, providing a complete range of employee benefit and investment related services to companies, pensions scheme trustees and individuals. The purpose of the role is to provide a full pensions administration service to client...
Admin Manager/Senior Administrator - HNW IFA Based: Guildford Salary: to £32,000 + benefits My client, a leading HNW IFA is looking to recruit an experience Administration Manager to manage the administration function and staff within this busy office. The client is an expanding, well established, professional and highly reputable HNW IFA that services predominantly individual clie...
My client, a market leading financial provider, are seeking a Senior Pensions Administrator with strong defined benefit knowledge to join their growing team. The Role Carry out pension administration tasks and DB calculations accurately and in accordance with internal processes and company policies, adhering to procedures and standards regarding work and conduct Draft correspondence and reports Meet clients to...
-
Date: 29 May
-
Bristol, Avon
-
£21,000 - £24,000 per annum
-
7 applications
A leading Financial Services company are looking to expand their SIPP teams, and are therefore looking for any experienced Senior Administrators in the SIPP industry to apply for this role for a further discussion. Within this role, the successful candidates will be required to provide a wide range of administration services for a large portfolio of SIPP schemes. More specifically, your role will be to: Provide administration...
A well known Employee Benefits consultancy are looking to recruit a Senior Pensions Administrator on a permanent basis. The Role The successful candidate will be expected to administer corporate pension schemes in accordance with contracts to the required standards and deadlines. Duties include: Carry out pension administration tasks and calculations accurately and in accordance with internal processes and company p...
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...
Key responsibilities & accountabilities Performing all basic and intermediary pensions administration and project related tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths. Knowledge & experience Able to demonstrate a fundamental knowledge of pensions administration activities and can apply this knowledge to any scheme. Previous pensions admi...
Our client is a very well established boutique IFA based in Sutton Coldfield are currently recruiting an individual to work as a Senior IFA Sales Support to support the MD in a friendly and busy office. The purpose of this role is to provide support to the Managing Director, including preparation for client meetings, creating investment summaries, maintaining client records and processing new business applications. The role wil...
In this role with a growing DFM you will be involved with assisting the Head of Operations with all back office administration in relation to Investment products. The successful candidate will be able to take responsibility for reconciliations as required and will be able to assist with technical queries within the team. You will take a senior role on the team and will monitor the team’s operational procedures ensuring timescales are...
This successful IFA firm seeks a skilled Senior Sales Support Administrator with experience of working with HNW individuals to join their team in Edinburgh. Your role will be to provide holistic support to Consultants, managing administration and preparation for client meetings and reviews. You will ensure that information is maintained and updated and that compliance procedures are followed. You will act as the first point of co...
Senior Investment Admin/Trainee Paraplanner - Wealth Management High Net Worth Financial Consultancy based Edinburgh £22,000 - £25,000 + Excellent Benefits Package This is a unique opportunity to work as a Sales Support Administrator/Trainee Paraplanner within one of the UK`s leading Financial Advisory Company`s based in Edinburgh. Working within their Wealth Management team, you will work closely w...
This successful IFA firm seeks a skilled Senior Sales Support Administrator with experience of working with HNW individuals to join their team in Surrey. Your role will be to provide holistic support to Consultants, managing administration and preparation for client meetings and reviews. You will ensure that information is maintained and updated and that compliance procedures are followed. You will act as the first point of conta...
