financial systems administrator

Burgh Recruitment Ltd

Financial Services AdministratorLocation: RemoteSalary: Up to £40,000 (DoE)Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional Financial Services Administrator. You will be part of a fast-paced team managing the work generated by the Partner and offering support as required. This business is well established and highly successful. You will be employed by the Practice.The Role: Financial Services Administrator<ul><li>You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice</li><li>You will be a point of contact for clients and third parties dealing with general enquiries</li><li>You will be responsible for business submission using bespoke software</li><li>You will need to ensure that business obtained is being processed in a timely way</li><li>Due to the nature of the business, tasks must be completed within a timely manner. </li></ul>You will be expected to have the knowledge to undertake this role, but training can be given in some areas, and you will have the opportunity to progress within the SJP Accreditation frameworkThe Person: Financial Services AdministratorThis is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style. <ul><li>You will have been working in Financial Services for several years and have good all-round knowledge which you are looking to expand and develop</li><li>You have excellent IT and communication skills, are highly organised and can make decisions</li><li>Ideally, you have used the CRM Salesforce</li><li>You are a self-starter and able to work with little or no supervision</li><li>It is essential that as a Senior Administrator you are confident in dealing with third parties and can work with total discretion.</li><li>A relevant qualification such as the FPC or progress towards the Level 4 Diploma would be an advantage but is not essential.</li></ul>St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.

Financial Services Administrator

Reed

Skilled Great IFA Financial Services Administrator role to join a wonderful, Lovely Company in the High Wycombe area Office Based. This office-based role is within the Company's Independent Financial Services support team. The candidate will be working alongside the existing team assisting with all levels of administration and financial reporting. The ideal candidate should be confident, self-motivated and be able to work effectively by yourself as well as being part of a team. An excellent attention to detail is a must. You must be able to organise your own work and prioritise your own diary once work has been allocated to you in your role. The candidate must have at least three years' experience within a Financial Services Administration role with a wide product knowledge. Qualifications Required The preferred candidate should be confident and have strong numeracy and reporting skills for certain A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous. Provider/Platform experience and Brooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential. Day to day duties would involve: - <ol> <li>Assisting in the preparation of annual reviews</li><li>Completion of files to meet and set the compliance standards</li><li>Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER & EMPLOYEE BENEFITS</li><li>Assisting in the preparation of simple suitability reports</li><li>Processing and submission of new business (online and postal applications) and monitoring applications</li><li>Input of adviser fees/commission onto IO and the raising of invoices</li><li>Chasing of adviser fees from provider, where required.</li><li>Processing amendments to existing plans e.g. fund switches</li><li>Updating and maintaining client information through Intelliflo</li><li>Personal Diary management in Outlook and Intelliflo</li><li>General administration duties which will include filing electronic documents, binding, scanning etc</li><li> GREAT ROLE FOR A SKILLED IFA ADMINISTRATOR WITH AS OUTLINED A MINIMUM OF 3 YEARS EXPERIENCE AS A SKILLED FINANCIAL SERVICES IFA ADMINISTRATOR IN THIS GREAT COMPANY. APPLICATION IS PURELY FOR CANDIDATES WITH THE SKILL SET AND PENSIONS AND INVESTMENTS AS OUTLINED, AND A MINIMUM OF 3 YEARS EXPERIENCE IN THE ROLE TO APPLY AND BE INTERVIEWED. </li></ol>

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Astral Recruitment

Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team In this role you will support the IFA's and deal with processing Investment and Pension cases Ideally you would currently be in an IFA company doing a similar role No qualifications are required although desired Base to £30000 with allowance of 2 days from home and 3 days ion the office so please only apply if you can get into Hove 3 days per week

IFA Administrator/FS Admin - IFA, Financial Services "Hybrid working"

Meraki Talent Limited

Meraki Talent are delighted to be partnering with a leading financial services organisation in Glasgow as they continue to expand their operations team. We are seeking a client-focused Financial Services Administrator who is passionate about delivering an exceptional customer experience within a fast-paced, supportive environment. As a key member of the operations team, you'll be responsible for ensuring clients receive a smooth, efficient, and positive service experience. You will handle a varied workload, managing multiple priorities and maintaining accuracy and professionalism throughout. Key Responsibilities<ul> <li>Act as the first point of contact for existing customers, providing friendly and professional support</li><li>Respond to general and pension-related queries promptly and accurately</li><li>Process pension transfers and update internal systems with precise customer information</li><li>Maintain compliance with company processes and service-level agreements</li><li>Build and maintain strong client relationships through clear and proactive communication</li><li>Manage your own workload effectively, ensuring all deadlines are consistently met</li></ul> Applicants should have previous experience within financial services, ideally within a platform or pension transfer environment. Additionally, applicants should have strong communication skills with a genuine passion for client service, as well as being highly organised, with the ability to prioritise and meet deadlines in a busy team environment. Offering an excellent salary and additional benefits. Apply Now Is this job for you? At Meraki, we love recruitment and love words. Is this you?Jennifer wants: Financial Services, Wrap, Pensions, Transfers, Customer Experience 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you."Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'

Novolex

<div>Why Choose Us? 
Novolex&reg; is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets.
<ul><li>$100,000 - 115,000 base salary * + annual bonus</li>
<li>
<div>Medical, dental and vision options</div>
</li>
<li>Wellness rewards to fund your HRA or HSA</li>
<li>Paid holidays, time off, parental and other leaves</li>
<li>Financial protection benefits such as life, AD&amp;D and disability insurance, and 401(k) Plan with employer matching contributions</li>
<li>Education Support (for example, tuition reimbursement, Chairman&rsquo;s Scholarship, 529 College Savings Plan)</li>
<li>Broad Based Employee Award Program&mdash;value sharing plan for all employees with one year of service</li>
<li>Employee Assistance Program and much more!</li>
</ul>
<ul><li>The range provided is based on cost of living/geography and what we believe is reasonable in the market at the time of posting. This role may be eligible for annual bonus and annual merit increase, as well as long term compensation. Some roles may also be eligible for overtime pay, in accordance with federal and state requirements. Actual base salary pay will be based on a number of factors, including skills, competencies, experience, and other job-related factors.</li></ul> 
Our Sustainability Commitment 
The Novolex sustainability vision is built upon three pillars: our products, our operations and our people. Each is critically important to our growth and future as a business. These pillars form the foundation of our company-wide commitment to sustainability, helping us achieve our ambitious goals through our wide-ranging initiatives. 
How You'll Perform the Role 
We are looking for a skilled accountant with experience in several of our key accounting systems - OneStream, Blackline, SAP, and CoStar and become a key member of our accounting systems administration team. The successful candidate will be responsible for the overall administration and maintenance of our financial systems, will manage metadata updates, enhancements, and system maintenance, as well as support the overall administration of the applications. This will include administering currently implemented solutions and support implementations in the future. Additionally, this position will work cross-functionally with various teams to help execute monthly, quarterly, and annual reporting requirements, and will play a key role in helping enhance multiple systems.
<ul>
<li>Ensure timely and accurate financial reporting by monitoring system performance and identifying and resolving issues</li>
<li>Develop and maintain system documentation, including user guides, policies, and procedures</li>
<li>Train and support users on system functionality and best practices</li>
<li>Create, maintain, and update financial reports and forms</li>
<li>Manage the request and approval process over metadata intake and execute changes in financial systems</li>
<li>Manage consolidations, integrations. Perform validations from source systems and ensure source data flows downstream as required</li>
<li>Manage implementation of continuous applications within the applications including defining business needs, and assisting with solution roadmap</li>
<li>Develop and maintain various reporting solutions as needed by Accounting and Finance teams</li>
<li>Develop and maintain documentation over key processes and controls</li>
<li>Summarize and distribute notes on application release reports and monthly metadata changes</li>
<li>Troubleshoot end-user issues</li>
<li>Thorough understanding of finance processes and business processes</li>
<li>Perform other duties as assigned</li>
</ul> 
What We Need From You 
<ul>
<li>BA/BS Bachelor's Degree in Accounting, Finance, or Management Information Systems</li>
<li>3-5+ years of experience as an accountant, or as accounting system administrator</li>
<li>Experience in SAP, OneStream, Blackline and CoStar preferred</li>
<li>Strong analytical skills and attention to detail</li>
<li>Knowledge of accounting principles and practices</li>
<li>Ability to manage multiple priorities and meet deadlines</li>
<li>Proficiency in Microsoft Office, with advanced Excel skills</li>
<li>Strong problem-solving skills and the ability to think critically</li>
<li>Ability to analyze financial data and financial statements</li>
<li>Strong project management skills, including the ability to manage details through to completion and ensure project deadlines are met</li>
<li>Experience with multiple sources of data integrations</li>
<li>Strong working knowledge of US GAAP</li>
<li>Team and solution focused personality and approach to work</li>
<li>Ability to multitask and proactively research and provide solutions to questions or problems as they arise</li></ul> 
What You'll Get From Us 
Benefits

With safety as our top priority and a commitment to employee well-being an important focus, we offer comprehensive and competitive benefits that include medical, dental and vision insurance (including Telehealth options) as well as a variety of other well-being resources focused on mental, physical and financial health. Specific benefits and well-being programs may vary depending on where you work.

Community Engagement

At Novolex, giving back to the local communities that support us is important. Our Focused Giving Program prioritizes support for organizations whose missions promote sustainability initiatives or address food and hunger needs. We also encourage facility level support of activities in the communities where our employees live and work.

Training and Development

We offer constant opportunities for advancement. From skills development to advanced education programs, training and development programs and courses are available through Novolex University. Programs include company and industry training curricula, support for formal education through the Tuition Reimbursement Program, and a Learning Management System that supports and enhances employee skills at all levels of the organization.

#LI-IE1 
Job Reference: US05738</div>

Senior Analyst, Accounting System

TEMPLEGATE RECRUITMENT

Job Title: IFA Administrator Why Join Us: <ul> <li>Work in a supportive and professional environment</li><li>Opportunity to grow your career as an IFA Administrator in financial services</li><li>Flexible working options with potential for remote work one day a week</li></ul> Salary & Benefits: <ul> <li>£28,000-£32,000 per year</li><li>Private medical insurance</li><li>Pension scheme</li><li>25 days holiday plus bank holidays</li></ul> Location: Sevenoaks (office-based, with potential for 1 day per week remote) About Us: We are a well-established financial planning firm based in Sevenoaks, dedicated to providing professional and supportive services to our clients. Our team values collaboration, accuracy, and excellent client care. We are currently seeking an experienced IFA Administrator to join our friendly team. The Role: We are looking for a proactive and detail-oriented IFA Administrator to support our advisers and ensure the smooth running of client services. As an IFA Administrator, you will process client paperwork, maintain accurate records, and assist with administrative tasks across pensions, investments, and general financial planning. Key Responsibilities: <ul> <li>Prepare and process client documentation and forms</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Support advisers in day-to-day client management</li><li>Assist with new business, client reviews, and routine administration</li><li>Liaise with clients and external providers as needed</li></ul> Skills & Experience: <ul> <li>Previous experience as an IFA Administrator or in financial services administration is preferred</li><li>Strong attention to detail and organisational skills</li><li>Excellent communication skills, both written and verbal</li><li>Ability to work independently and as part of a team</li><li>Proficient in Microsoft Office; experience with financial systems is a plus</li></ul> How to Apply: If this role as an IFA Administrator sounds like the right fit, please submit your CV today. A member of our specialist financial services recruitment team will be in touch to discuss the opportunity and your career aspirations in more detail. Please note: due to the volume of applications, only shortlisted candidates will be contacted. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.

IFA Administrator

Ortus PSR

IFA Administrator - Join a Thriving Wealth Management Firm Career Growth + Hybrid Working Part Time Location: Cheltenham - Remote, 25 hours a week Salary: £28,000 - £33,000 pro rata Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client base. Known for its supportive culture, modern systems, and dedication to professional development, our firm offers a dynamic environment where your career can truly flourish. Whether you're an experienced IFA Administrator or looking to step up in a structured and regulated environment, this is your chance to join a high-performing team where your work is valued and your growth is supported. Responsibilities <ul><li>As an IFA Administrator, you'll be a key support to Financial Advisers and Paraplanners, ensuring clients receive a seamless, compliant, and professional service. </li><li>Prepare and process new business applications across pensions, investments, protection, and platforms </li><li>Maintain accurate client records on CRM systems </li><li>Liaise with product providers for valuations, policy information, and ongoing servicing </li><li>Generate client reports, illustrations, and letters using provider tools and templates </li><li>Support compliance processes including Anti-Money Laundering (AML) checks and GDPR requirements </li><li>Handle day-to-day client communications in a professional and proactive manner </li></ul>Requirements <ul><li>We're looking for a highly organised and detail-oriented individual who thrives in a fast-paced financial planning environment. </li><li>Previous experience in an IFA, Wealth Management or Financial Planning firm </li><li>Solid understanding of financial products including pensions, ISAs, bonds, and protection </li><li>Familiarity with industry platforms and provider portals </li><li>Confident using back-office systems </li><li>Excellent communication and interpersonal skills </li><li>Strong administrative, organisational and time management abilities. </li></ul>

Client Services Administrator

Search 10000+ Financial systems administrator jobs near you this November. New roles added regularly across leading industries. Apply today.

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