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Financial Administrator

placeWolverhampton, 32 mi from Stratford-upon-Avon
Financial Administrator - Wolvehampton £25,000 - £27,000 + 12.5% yearly bonus Hybrid working - 2 days WFH We are currently seeking an individual who has experience in the Financial Industry, to join our financial services client as a Financial...
apartmentEquity FCplaceEngland
The recently appointed CFO is embarking on significant change management program and is looking for an experienced interim controller to support a new ERP systems rollout and restructure. ...
local_fire_departmentUrgent

Assistant Financial Controller

apartmentABPM Recruitment LimitedplaceEngland
Assistant Financial Controller | Prestigious Manufacturing Firm | Staffordshire, West Midlands | £45,000 to £50,000 plus Benefits. As the new Assistant Financial Controller in this leading firm, your duties will include:. To succeed in this Assistant Financial Controller role, you will require: . If...
apartmentGleeson Recruitment LtdplaceWarwick
Gleeson Recruitment Group are delighted to be supporting our long standing FTSE 100 listed client in their search to recruit a Lead Financial Reporting Accountant. Qualified Accountant (ACCA, CIMA, or ACA) with Financial statement reporting preparation of Statutory Accounts and technical accounting ...
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Service / Finance Administrator

apartmentRise Technical Recruitment LimitedplaceBanbury, 19 mi from Stratford-upon-Avon
Finance / Service Administrator £26,000 - £30,000 + Training + Work-Life Balance + Excellent Company Benefits Banbury (Commutable from: Brackley, Bicester, Daventry, Hook Norton, Bloxham, Cropredy or surrounding areas) Are you a Service / Finance...
apartmentALCEA CONSULTANCY LIMITEDplaceStourport-on-Severn, 25 mi from Stratford-upon-Avon
Finance Administrator- Stourport-on-Severn - £26,000 - £28,000 plus benefits My client is a privately owned manufacturing company, who have been established over 50 years ago and is one of the UKs leading manufacturers in their field. We...
business_centerHigh salary

Finance Administrator

apartmentElegant ClutterplaceWarwick, 9 mi from Stratford-upon-Avon
Finance Administrator Vickers Neal Recruitment are delighted to be working with Elegant Clutter based at their site in Warwick. We currently have an exciting opportunity for a Finance Administrator Elegant Clutter work with high end hotels...
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Senior Financial Administrator

apartmentBell Cornwall RecruitmentplaceLichfield, 34 mi from Stratford-upon-Avon
Senior Financial Administrator £20,000 - £28,000 BCR/JH/11105 Lichfield Bell Cornwall Recruitment is seeking a proactive Senior Financial Administrator for our client's expanding Financial Administration Team. Located in Lichfield...
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Ifa Administrator

Warwick | www.cv-library.co.uk |
IFA Administrator - Birmingham

Salary: £25,000 - £30,000
Duration: Full time, Permanent, Flexible, Hybrid,
Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays

We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their busy Birmingham office and assist in providing a highly personalised financial planning and investment management service.
The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.

Financial Planning Administrator Key Responsibilities
 •  Processing new business: investments, pensions
 •  Liaising with third party providers
 •  Administrative Support: Provide comprehensive administrative support to the financial advisors
 •  Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
 •  Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
 •  Process Transactions: Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.

What's on offer for the Financial Planning Administrator?
 •  Salary up to £35,000
 •  Hybrid and flexible work
 •  25 days holiday + bank holidays
 •  10% Employer contribution pension
 •  Life Assurance
 •  exam/study support

What’s next?

Apply today to be considered for this Financial Planning Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator