finance administrator Jobs in London United Kingdom

finance administrator

financial services administrator Jobs in London United Kingdom

financial services administrator

insurance adviser Jobs in London United Kingdom

insurance adviser

insurance advisor Jobs in London United Kingdom

insurance advisor

investment administrator Jobs in London United Kingdom

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

JPMorganChase

<div>JOB DESCRIPTION 
J.P. Morgan Asset and Wealth Management &ndash; IPB Digital &amp; Data Transformation &ndash;Alternative Investments Advisor &amp; Client Experience Product Manager, Vice President, London
About Asset and Wealth Management
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset &amp; Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset &amp; Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world&rsquo;s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We&rsquo;re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.
Our team
As part of the International Private Bank (IPB) Digital &amp; Data Transformation (DDT) organization, the IPB Digital Advisor &amp; Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It&rsquo;s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.
Job description
As part of the IPB Digital Advisor &amp; Client Solutions Product team, the IPB Digital Alternative Investments Advisor &amp; Client Solutions Product Manager, is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre &amp; post marketing journey, content discovery &amp; education, subscriptions/trade management, portfolio reporting &amp; performance analysis and driving this experience across Advisor &amp; Client platforms. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution.
As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities<ul>
<li>Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor &amp; client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor &amp; client needs, and to inform feature definition so that it is relevant and useful.</li>
<li>Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
</li><li>Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.</li>
<li>Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
</li><li>Embody true &ldquo;customer-obsession&rdquo; in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.</li>
<li>Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region</li></ul>
Qualifications<ul>
<li>5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.</li>
<li>Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market</li>
<li>Ability to prioritize projects, say &lsquo;no&rsquo; when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.</li>
<li>Proven ability to execute via successful internal partnerships with other organizations.
</li><li>Influence peers with diverse points of view and build consensus.</li>
<li>Excellent leadership skills &ndash; of product, programs, projects, and teams.
</li><li>Structured thinker, effective communicator with excellent written communication skills.
</li><li>Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.</li>
<li>Highly self-motivated and ability to remain calm under intense pressure.</li>
<li>Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
</li></ul>ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. 
</div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President

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

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

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

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