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Switch 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 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 su
Job Source: Brevere GroupRecruit 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 LtdBrevere 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 GroupBrevere 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 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 - EpsomUnited 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 and highly respected financial planning company. You will provide a high quality, administrative support to our Financial & Wealth Advisers whilst working collaboratively with other areas of the support team. The client is also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the Wealth and Financial Planning sector.
The duties: - some of the duties are listed below.
Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.
Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.
Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times.
Confidently liaise with providers and other third parties to obtain financial information on behalf of our clients.
Assisting with projects as they arise for example Consumer Duty and demonstrate dedication to your own personal growth and development within the company.
Work collaboratively with Financial Advisers and the Client Manager to ensure effective operational organisation of the team.
What we are looking for :
We are considering both experienced and inexperienced candidates which is be reflected in the salary.
1 years experience in a similar role or financial services product provider or banking environment would be advantageous
We are happy to consider Graduates that have studied a relevant degree like Economics, Finance / Investments.
Team player with high attention to detail.
Organised, with the ability to work under pressure in a fast paced environment and to specific time frames.
Ability to build strong relationships with clients.
Ability to work collaboratively within a team.
Experience of working with databases and updating tracking spreadsheets and information systems.
Ability to embrace change and new challenges and learn new skills with a positive attitude. • Remain calm under pressure, with the ability to multi-task.
Takes personal accountability for solving day to day problems.
Strong interpersonal skills, with the ability to display discretion when dealing with confidential and sensitive information. Knowledge
Proficient in all Microsoft Office programs.
Demonstrate a strong understanding of all financial products
Job Types: Full-time, Apprenticeship, Graduate
Financial Administrator jobs in United Kingdom
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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