Financial Services AdministratorLocation: Shaftesbury, (SP7)Salary: Highly Competitive + BonusHours: Full time, In Office (37.5 hours per week, Mon - Fri)An excellent opportunity has arisen for a professional Financial Services Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.You will be an integral part of a great team managing the business ...
Financial Services AdministratorLocation: Corsham (SN13)Salary: Highly Competitive + BonusHours: Full time in office (9-5, Monday - Friday)An excellent opportunity has arisen for a professional Financial Services Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees.You will be an integral part of a great team managing the business generated by the ...
Your new company A well-established and growing professional services organisation is seeking a proactive Financial Services Administrator to join its supportive team based in Altrincham. Your new role As Administrator, you will provide comprehensive administrative support across a range of client and business activities. Responsibilities will include preparing correspondence and documentation, maintaining accurate records, updating internal systems, liaising with clients and third parties, ...
Technical Financial Planning Administrator Location: Leeds Salary: Competitive + BenefitsAbout the OpportunityAn established and highly regarded financial planning firm is looking to appoint a skilled and technically capable Financial Planning Administrator to support a team of Financial Advisers.This role would suit an experienced administrator who enjoys the technical side of financial planning and takes pride in delivering accurate, compliant, and efficient client support. The successful ...
Brook Street Recruitment is working on behalf of our client in Armagh who is currently seeking an experienced and highly organised Financial Services Administrator to join a well-established financial planning team. This role involves providing comprehensive administrative support to Financial Advisors while ensuring the smooth processing and servicing of client policies and investment portfolios.The successful candidate will have previous experience working within the financial services or ...
Administrator – Financial ServicesIpswich | Up to £30,000 depending on experience | Predominantly Office BasedAre you an experienced Administrator looking for a role where you can develop your skills and build a long-term career?I’m working with a well-established financial services business in Ipswich that is looking for an Administrator to join its team.You do not need previous financial services experience.They’re looking for someone with strong administration and communication skills, ...
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their teamThe Financial Services Administrator (or Paraplanner) will generally handle the following annual review reports and client suitability documentation.Liaising with fund managers and product providers to gather necessary financial data.Ensuring file processing aligns with FCA and Openwork network standards.Workflow Management: Logging cases and ...
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their teamThe Financial Services Administrator (or Paraplanner) will generally handle the following duties: Drafting annual review reports and client suitability documentation. Liaising with fund managers and product providers to gather necessary financial d...JBLK1_UKTJ
Financial Services AdministratorLocation: Corsham (SN13)Salary: Highly Competitive + BonusHours: Full time in office (9-5, Monday - Friday)An excellent opportunity has arisen for a professional Financial Services Administrator to join this friendly and proactive St. Jamess Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and ...JBLK1_UKTJ
Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting an experienced IFA Administrator to deal with day-to-day administration involved in servicing clients and writing new business.A large and very important part of this role is to ensure that electronic records are immaculate and up to date, which allows our client to deliver a first-class financial planning service to clients.The IFA Administrator will work closely with a ...
