finance administrator

financial services administrator Jobs in London

financial services administrator

insurance adviser

insurance advisor

investment administrator

financial advisor

WEALTHLINK RECRUITMENT LTD

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements.You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Financial Advisor

Premier Jobs UK Limited

Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individualsThe business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you!This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings.This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients.Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so).Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill.In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes!Insurance Advisor Requirements<ul><li>You must have desire to enter financial services industry and develop your career as an Insurance Advisor</li><li>Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential</li><li>You must have good personal network you can draw upon to self-generate business</li><li>You must be motivated, proactive and willing to take this opportunity seriously</li><li>You must be committed to being self-employed</li></ul>The CompanyEstablished 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcountInsurance Advisor Benefits<ul><li>Self-employed role with uncapped earnings</li><li>Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income</li><li>Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations</li><li>Supportive team culture</li></ul>LocationsHome basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Insurance Advisor

Financial Divisions

Are you an experienced IFA Administrator ready to take your career to the next level? Join a prestigious boutique IFA firm that works exclusively with Ultra High Net Worth (UHNW) clients, delivering fully holistic and truly independent financial advice. About the FirmThis is a rare opportunity to become part of a highly respected, client-centric wealth advisory firm based in London. Known for its bespoke service and deep relationships with UHNW individuals, the firm offers a collaborative, professional, and forward-thinking environment where your contribution truly matters.The RoleAs an IFA Administrator, you'll play a pivotal role in supporting both Advisers and Paraplanners with seamless, end-to-end administrative support. This is a hands-on position that requires initiative, precision, and a client-first mindset.Key Responsibilities:<ul><li>Processing Letters of Authority (LOAs) and liaising with third-party providers</li><li>Updating and maintaining client records and CRM systems</li><li>Onboarding new clients and preparing documentation for client meetings</li><li>Handling client queries with professionalism and care</li><li>Supporting Paraplanners with additional administrative tasks as needed</li></ul>What We're Looking For<ul><li>Minimum 12 months' experience in an IFA administration role</li><li>Strong understanding of financial planning processes and documentation</li><li>Excellent communication and organisational skills</li><li>A proactive, detail-oriented approach with a genuine passion for client service</li></ul> What's on Offer<ul><li>Salary up to £35,000 (DOE)</li><li>Hybrid working model (London-based office)</li><li>Full support for professional development and industry qualifications</li><li>Clear progression path within a growing, dynamic firm</li></ul>If you're looking for a new challenge in a high-touch, high-value environment where your skills will be recognized and nurtured-this is the role for you.Apply now to be considered or reach out for a confidential chat.

IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K

This formidable sales opportunity is designed for highly ambitious individuals looking for high earnings with superb lead quality!If £75,000 earnings in year one, and £100,000 - £200,000 in year two excites you read on!You will be provided 10 - 12 hot leads per week for you to instantly act on!As a Protection Advisor, you will be supporting clients by reviewing their protection needs which includes, life insurance, critical illness, income protection, whole-of-life insurance and business protection.You will typically work with city professionals and HNW clients who are in the process of buying desirable properties.This is an office based job in Hammersmith, working in a large open plan office, with seminar room and roof terrace (perfect for end of week socials)Protection Advisor EarningsThis Protection Advisor job is self-employed, so you will need to invest in yourself. If you are willing to do this, the rewards are worth it!<ul><li>You will need to cover your financial commitments during the initial months</li><li>You will be making sales from week 3 onwards, but it takes time for it to land in your bank account</li><li>After 4 months, you should start to receive circa £1,000 - £3,000 per month into your bank account</li><li>Between 5 - 12 months, you should be earning circa £5,000+ per month</li><li>12 months onwards, you should be earning circa £8,000+</li><li>These earnings don't come without hard work, however if you are willing to give it your all, you will reap the rewards!</li></ul>Protection Advisor RequirementsThis Protection Advisor job is most suitable to individuals who are:<ul><li>Passionate about sales</li><li>Willing to learn and want to improve</li><li>Motivated by money</li><li>Professional attitude</li><li>Charismatic</li></ul>Ideally, you should be able to prove your targeted sales background. If you don't have a targeted sales background, you will need to explain why you are right for this jobYou will need your R05 prior to startingProtection Advisor Benefits<ul><li>Self-employed role with realistic Year 1 OTE of £75,000</li><li>Year 2 OTE of £100,000 - £200,000</li><li>Thereafter, genuinely uncapped with ability to be £250k - £500k+</li><li>We have closely supported this business since 2013 and are directly responsible for introducing 30% - 50% of their team and proven results!</li><li>Working hours 9am - 6pm Monday to Friday with need to work some evenings and Saturdays</li></ul>LocationsHammersmith, West LondonLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Protection Advisor

Language Matters

A Norwegian speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer and administrative support. As a Client Service Coordinator will be in the front line of maintaining and developing the Norwegian clienteles by advising the company's products in order to meet the clients demands. Due to the level of training involved, you will have the opportunity to progress your career within the company and learn new skills.Your responsibilities will include:<ul> <li>Collecting all relevant information from clients to set up new accounts</li><li>Build relationships with clients within the banking sector and assist with administrative duties</li><li>Collaborate with the Nordic Sales team and the investment advisor to manage the daily workload</li><li>Ensuring all clients' reports are accurate and are being dealt with effectively and in a timely manner</li></ul> About you:The successful candidate must be detail-oriented and possess strong analytical, communication, and organisational skills, be productive and driven to provide the highest level of client services. This is a junior role which will give you the opportunity to build your career path within the financial service and engaging in a positive and encouraging work environment where hard work will be rewarded. You will be working from the office in Canary Wharf, East London, Monday-Friday, 9am-6pm (there is no hybrid scheme with working from home option). A generous benefits package is offered! They do offer visa sponsorship and a relocation package.Profile:<ul> <li>Required to be fluent in Norwegian and English, both written and spoken</li><li>Experience as a Client Service, Customer Service Advisor, Client Support, Client Service Associate within the financial or banking sector is desirable</li><li>Degree within finance, banking or economics</li><li>Demonstrable problem-solving skills and a strong customer focus</li><li>Excellent communicator, comfortable dealing with high level executives with the ability to always maintain a high level of professionalism</li></ul> To apply, please send your CV in English and in Word format to Marie-Anne.languagematters is acting as an employment agency in relation to this vacancy.

Norwegian speaking Client Service Coordinator Finance

A Dutch speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your expertise in delivering an excellent level of customer and administrative support. As a Client Service Coordinator will be in the front line of maintaining and developing the Dutch clienteles by advising the company's products in order to meet the clients demands. Due to the level of training involved, you will have the opportunity to progress your career within the company and learn new skills.Your responsibilities will include:<ul> <li>Collecting all relevant information from clients to set up new accounts</li><li>Build relationships with clients within the banking sector and assist with administrative duties</li><li>Collaborate with the Netherlands' Sales team and the investment advisor to manage the daily workload</li><li>Ensuring all clients' reports are accurate and are being dealt with effectively and in a timely manner</li></ul> About you:The successful candidate must be detail-oriented and possess strong analytical, communication, and organisational skills, be productive and driven to provide the highest level of client services. This is a junior role which will give you the opportunity to build your career path within the financial service and engaging in a positive and encouraging work environment where hard work will be rewarded. You will be working from the office in Canary Wharf, East London, Monday-Friday, 9am-6pm. A generous benefits package is offered! They do offer visa sponsorship and a relocation package.Profile:<ul> <li>Required to be fluent in Dutch and English, both written and spoken</li><li>Experience as a Client Service, Customer Service Advisor, Client Support, Client Service Associate within the financial or banking sector is desirable</li><li>Degree within finance, banking or economics is desirable</li><li>Demonstrable problem-solving skills and a strong customer focus</li><li>Excellent communicator, comfortable dealing with high level executives with the ability to always maintain a high level of professionalism</li></ul> To apply, please send your CV in English and in Word format to Marie-Anne.languagematters is acting as an employment agency in relation to this vacancy.

Dutch speaking Junior Client Service Coordinator Finance

Retail Jobs UK Limited

Full Time Sales Advisor, Luxury Lifestyle, Fragrance, Wellbeing, Central LondonThis beautiful luxury lifestyle brand has vacancies for Sales Advisors within their gorgeous London Boutiques and Iconic department store locations.In order to be considered, candidates will:<ul><li>Have experience within a luxury retail environment</li><li>Enjoy providing a high level of one to one client service</li><li>Be confident and passionate about fragrance</li><li>There are Seasonal opportunities and also the possibility of permanent career opportunities</li><li>Superb opportunities for career progression within luxury retail</li></ul>

Sales Advisor, Luxury, London

Explore 82+ Financial advisor in London this December. Find roles across top companies and apply now to boost your career.