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Recruit UK
Huntingdon
Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Ramsey office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and ac
Job Source: Recruit UKSwitch Recruitment Services Ltd
Cambridge
Job DescriptionOur client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners.Responsibilities:- Providing administration and planning support to Financial Planners and a professional service
Job Source: Switch Recruitment Services LtdSwitch Recruitment Services Ltd
Cambridge, England, United Kingdom
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and e
Job Source: Switch Recruitment Services LtdProfessional Placement (Southern) Ltd
United Kingdom
We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path. The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established an
Job Source: Professional Placement (Southern) LtdSwitch Recruitment
Cambridge
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional se
Job Source: Switch RecruitmentBrevere Group
Cambridge
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role or towards paraplanning. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Finan
Job Source: Brevere GroupBrevere Group
Huntingdon
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer long term career opportunities? Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Servi
Job Source: Brevere GroupLloyd Recruitment - Epsom
Cambridge
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest in
Job Source: Lloyd Recruitment - EpsomCambridge
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.
Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.
Ensure all client electronic files are maintained to a very high standard and regularly updated.
To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.
To deal with incoming phone calls or taking messages for colleagues
Arranging meetings with clients on behalf of the Financial Planners if required
Sending confirmation of appointment emails/letters.
You will have:
Organised with the ability to multi-task.
High level of accuracy and attention to detail.
Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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Administrator - Financial Services jobs in Cambridge
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