Accountant - Financial Services - Fleet, Hampshire, United Kingdom - Takeaway

Administrator - Financial Services

2 weeks ago

An exciting opportunity has just been created for an administrator to join a national professional services firm at their Farnborough location. · Experience of working in financial services is preferred, but administrators from other industries will be considered. · **Role Summar ...

Trainee Financial Services Administrator

3 weeks ago

**Trainee Financial Services Administrator** · **Location : Fleet** · **Salary £19-21,000 + benefits** · **Daily Duties** · Prepare pre-meeting documents, packs and letters to clients · Upload documents to the database · Run ID checks when required · Answer incoming telephone cal ...

Trainee Financial Services Administrator

1 week ago

**Trainee Financial Services Administrator** · **Location : Fleet** · **Salary £19-21,000 + benefits** · **My client who are based in Fleet, are looking for a Trainee Financial Services Administrator** · **Daily Duties** · Allocated Daily incoming post to be actioned efficiently. ...

Financial Services Solicitor

3 weeks ago

Job Title: Financial Services Senior Solicitor · Location: Surrey Heath · **Salary**: Competitive, based on experience · Key Responsibilities: · - Advising clients on a broad spectrum of financial services matters, particularly in the wealth management, IFA and funds sectors · - ...

Financial Services

3 weeks ago

**Experience**: · Must have St James's Plan Administration experience and be competent in Word/Excel/Salesforce/Good phone manner · **Key Responsibilities & Day-to-day work tasks**: · - Annual Planning Meetings: · - Send out update packs. · - Preparation for meeting. · - Taking t ...

Financial Services Admin

2 weeks ago

We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners · This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or ...

Financial Services

4 days ago

**Experience**: · Must have Financial Services Industry Administration experience (St James's Place Administration experience even better) and be competent in Word/Excel/Salesforce/Good phone manner · **Key Responsibilities & Day-to-day work tasks**: · - **Annual Planning Meeting ...

Financial Services Administrator

1 day ago

My client a small, lovely successful IFA Financial Services Firm in the Berkshire area, is actively looking to recruit a Financial Services Administrator to carry out a full time Office based role on an hourly rate of 9am to 5.30pm working closely with theFinancial Advisor in sup ...

Financial Services Administrator

1 day ago

My client a small, lovely successful IFA Financial Services Firm in the Berkshire area, is actively looking to recruit a Financial Services Administrator to carry out a full time Office based role on an hourly rate of 9am to 5.30pm working closely with theFinancial Advisor in sup ...

Financial Services Administrator

1 week ago

Education, Qualifications & Training Essential · - Financial Services Experience is preferred. · - Financial services qualifications are desirable · - Technical knowledge may be validated from time to time through internal assessment. · - There are a series of short compliance mo ...

Financial Services Administrator

1 day ago

My client a small, lovely successful IFA Financial Services Firm in the Berkshire area, is actively looking to recruit a Financial Services Administrator to carry out a full time Office based role on an hourly rate of 9am to 5.30pm working closely with theFinancial Advisor in sup ...

Financial Services Bdm

3 weeks ago

General Information · Req # · WD · **Career area**: · Sales · **Country/Region**: · United Kingdom · **State**: · Hampshire · **City**: · BASINGSTOKE · **Date**: · Tuesday, February 13, 2024 · **Working time**: · Full-time · **Additional Locations**: · - United Kingdom - Hampshi ...

Financial Services Administrator

3 weeks ago

**Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you** · We have an amazing ...

Financial Services Administrator

3 days ago

A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long termfuture. · In this role you ...

Financial Services Administrator

1 week ago

A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long term future. · In this role yo ...

Financial Services Administrator

1 week ago

OVERALL SUMMARY · - Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both custody and non-custody · - The overall client onboarding team is driven b ...

Financial Services Administrator

3 weeks ago

This is a great opportunity, and the company deal with Clients on the Wealth Planning IFA Practice side. · To be considered you will ideally have the following skills: · - a) Financial Services Administration · b) Previously done some pensions or investment Administration · c) So ...

Customer Service-financial Services

2 weeks ago

This is the perfect role for a graduate or a returner to work who has solid customer service experience and can commit to a 6 month contract. · This role requires the flexibility to work a shift pattern of 8:00-16:00, 9:00-17:00, and 10:00-18:00 and one weekend in 4. · **Qualific ...

Financial Services Administrator

3 weeks ago

My client a Chartered highly successful Financial Planning firm, is actively looking to recruit a skilled Administrator with a background minimum of 6 months within the IFA Sales Support Industry.The role will involve the following requirements of a successfulindividual. This rol ...

Financial Services Administrator

2 weeks ago

**Overview** · **Responsibilities** · - Providing varied administration to the Client Support team, covering a range of pensions and investment support · - Building positive working relationships with clients over the phone · - Dealing with client enquiries swiftly and profession ...