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Financial Services
4 weeks ago
EY London, United KingdomEY's Forensic Discovery & Analytics team (FD&A) team forms part of the Forensic & Integrity Services business unit and specialises in technology services encompassing eDiscovery and Forensic Data Analytics. Using state of the art tools, our teams support clients with compliance m ...
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Financial Services Administrator
3 weeks ago
Beechwood Financial Services Welwyn Garden City, United Kingdom**Salary**: £25 - £30k depending on experience · **Hours**: Monday - Friday · **Contract**: full time, permanent · **Location**: Welwyn Garden City office (AL8 6NS) · Beechwood Financial Services is a professional firm of Independent Financial Advisers based · in Welwyn Garden C ...
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Financial Services Partner
4 weeks ago
FINANCIAL SERVICES CONSULTANCY LIMITED London, United KingdomJob Description Our Client is'a Global Management Consultancy specialising in AI, Digital Transformation and Big Ticket Data. · They seek a Partner to lead and grow the UK Financial Services Practice based in London. · top 4 Consultancy from both an FS and Technology background ...
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Financial Services Consultant
3 weeks ago
Projective London, United Kingdom**Financial Services Consultant - A refreshingly different Consultancy Firm** · **Financial Services Consultant - Insurance** **Transformation**: · - **A refreshingly different Consultancy Firm** · **Do you have previous Insurance Consultancy experience?** · If you do, then read ...
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Receptionist - Financial Services
3 weeks ago
Page Personnel - UK London, United KingdomA great temporary reception role with potential for permanent · - Perfect for someone with experience in Financial Services · **About Our Client**: · A growing Financial Services firm. · Key Responsibilites: · - ** · Greeting and Welcoming Visitors**: · - Welcome and assist visit ...
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Receptionist - Financial Services
3 weeks ago
Page Personnel - UK London, United KingdomPermanent Receptionist opportunity working within a Financial Services firm · - This role is 5 days a week in the office based in The City of London · **About Our Client**: · The client are a boutique Financial Services firm based in the City of London. · The key responsibilities ...
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Financial Services Associate
3 weeks ago
Interlink Talent Solutions London, United KingdomThis Global 100 firm with a long standing reputation are a tier 1 in Corporate and Commercial (Legal 500) · Their financial Services team is part of the International Corporate group, which has 35 partners in the UK - financial services team has 5 partners and supporting associat ...
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Head of Financial Services
2 weeks ago
TrueLayer London, United Kingdom**Who we are**: · At TrueLayer, we're building a global open banking platform that's changing how money moves and so much more. We make payments and refunds instant, account data accessible and verification seamless — all so innovators in every industry can build better financial ...
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Head of Financial Services
3 weeks ago
Marks & Spencer London, United Kingdom**Job Purpose** · - To lead our strategic visioning on our connected financial services strategy, a key growth pillar and enabler within our corporate strategic priorities. · - Responsible for leading the M&S Bank JV relationship with HSBC on behalf of M&S - ensuring a customer f ...
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Financial Services Tax
2 weeks ago
EY London, United Kingdom**Financial Services Tax - Transfer Pricing Senior Advisor** · Join EY Tax as a tax professional and you'll be helping international and multinational companies align their global tax position with their business strategy, to maintain competitive advantage and provide shareholder ...
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Financial Services Administrator
4 weeks ago
Idex London, United KingdomIdex Consulting have 4 new opportunities for IFA Administrators to join a national brand who are currently expanding UK wide. We are looking to speak with individuals within the London region. · This firm is leading with their company benefits offering: · - 40 days Annual leave · ...
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Financial Services Tax
2 weeks ago
EY London, United KingdomJoin EY Tax as a tax professional and you'll be helping international and multinational companies align their global tax position with their business strategy, to maintain competitive advantage and provide shareholder value. · EY's Financial Services (FS) Tax practice is the larg ...
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Corporate Financial Services
3 weeks ago
AJ Chambers London, United Kingdom**AJ Chambers** are delighted to be working with a **Tier 1 International Firm** seeking to add an associate/senior associate to the corporate FS team. The work offering is complex and dynamic, with real opportunity to develop withinthe highly successful team of nearly 400 lawyer ...
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Receptionist - Financial Services
3 weeks ago
Ad Idem Consulting Ltd London, United Kingdom**Role description** · The Receptionist is responsible for the efficient management and professional running of Reception/Front of House and assist with the Facilities management function. · **Key Tasks will include**: · - Line management of Office Administrator · - Switchboard m ...
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Financial Service Admin
3 weeks ago
Idex London, United KingdomClient on-boarding team for FTSE 250 leading UK merchant banking group with this role in London (Hybrid), part of the Client Operations functions and responsible for client on-boarding and client data maintenance requiring accurate and timely data input, managing work-flow and 3r ...
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Financial Service Manager
2 weeks ago
Sopra Steria United KingdomIt's an exciting time to join the NHS SBS family Not only have we been recognised as one of the UK's Great Place's to Work, but we also are at the beginning of an enterprise transformation project creating a lot of growth and development within the organisation. · We are looking ...
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Financial Services Administrator
3 weeks ago
Financial Divisions London, United Kingdom**Position leading to IFA Administration Manager's role** · We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming an administration manager. This boutique IFA practice based in ...
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Financial Services Trainer
3 weeks ago
deVere Group London London, United KingdomWe are looking for experienced professionals who will get the chance to work with 2000 employees around the world and bring through the next generation of Wealth Managers. · The role will provide excellent opportunity for professional development including support in obtaining fu ...
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Financial Services
1 week ago
KPMG-UnitedKingdom London, United Kingdom Full timeJob description · People Consulting Overview: · People Consulting is an integral part of KPMG's Management Consultancy practice and a growing part of our business. This team help to transform the performance of organisations by changing the way people are led, managed and develo ...
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Financial Services
1 week ago
EY London, United KingdomThe opportunity · Our London based team of US-qualified tax professional are a growing practice of 50+ individuals focused on providing excellent client service to the asset management industry including real estate, private equity and hedge funds and their management companies. ...
Administrator - Financial Services - London, United Kingdom - Brevere Group
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Description
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you.
Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload.
This is an excellent role within a forward thinking and innovative firm 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.
Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.
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