financial systems administrator

Burgh Recruitment Ltd

<p><strong>Financial Services Administrator</strong></p><p><strong>Location: Remote</strong></p><p><strong>Salary: Up to £40,000 (DoE)</strong></p><p><strong>Working as part of the team at an Appointed Representative of St. James's Place Plc. </strong></p><p>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. </p><p>This business is well established and highly successful. You will be employed by the Practice.</p><p><strong>The Role: Financial Services Administrator</strong></p><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><p>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 framework</p><p><strong>The Person: Financial Services Administrator</strong></p><p>This 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. </p><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><p>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. </p><p>SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. </p><p>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.</p><p><strong>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.</strong></p>

Financial Services Administrator

Reed

<p><strong>Skilled Great IFA Financial Services Administrator role to join a wonderful, Lovely Company in the High Wycombe area Office Based. </strong></p> <p><strong>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.</strong></p> <p><strong>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.</strong></p> <p><strong>Qualifications Required</strong></p> <p><strong>The preferred candidate should be confident and have strong numeracy and reporting skills for certain </strong></p> <p><strong>A Good understanding of Microsoft software including Word, Excel and Outlook Knowledge of Intelliflo would be advantageous.</strong></p> <p><strong>Provider/Platform experience and Brooks Macdonald, Advance Embark and Utmost, Tatton, AVIVA would be beneficial but not essential.</strong></p> <p><strong>Day to day duties would involve: -</strong></p> <ol> <li><strong>Assisting in the preparation of annual reviews</strong></li><li><strong>Completion of files to meet and set the compliance standards</strong></li><li><strong>Liaising with providers and clients by telephone/correspondence in relation to new and existing business INCLUDING PENSIONS, INVESTMENTS, LIFE COVER & EMPLOYEE BENEFITS</strong></li><li><strong>Assisting in the preparation of simple suitability reports</strong></li><li><strong>Processing and submission of new business (online and postal applications) and monitoring applications</strong></li><li><strong>Input of adviser fees/commission onto IO and the raising of invoices</strong></li><li><strong>Chasing of adviser fees from provider, where required.</strong></li><li><strong>Processing amendments to existing plans e.g. fund switches</strong></li><li><strong>Updating and maintaining client information through Intelliflo</strong></li><li><strong>Personal Diary management in Outlook and Intelliflo</strong></li><li><strong>General administration duties which will include filing electronic documents, binding, scanning etc</strong></li><li> <p><strong>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. </strong></p> <p><strong>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. </strong> </p> </li></ol>

IFA Financial Administrator - BASED IN GREAT HIGH WYCOMBE

Astral Recruitment

<p>Our client is a Financial Services business in Hove and they are currently looking for an experienced Financial Services Administrator to join the team</p> <p>In this role you will support the IFA's and deal with processing Investment and Pension cases</p> <p>Ideally you would currently be in an IFA company doing a similar role</p> <p>No qualifications are required although desired</p> <p>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</p>

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 <em>'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you."</em><em>Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'</em>

ATHENE

<div><div>We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.</div><div></div><div>
Purpose:</div>
The BlackLine System Administrator acts as a primary owner and global administrator for the Blackline reconciliation and close management tool, providing day to day support, governance and oversight of the application and ensure adherence to architectural design, data management, certification controls and risk management of the company&rsquo;s balance sheet exposure. Additionally, the BlackLine System Administer will assist business users with identifying and implementing process improvements that produce quantifiable benefits.<div></div><div>
Accountabilities:</div><div></div><ul><li>
Act as the global system administrator and subject matter expert for any issue relating to Blackline, as well as ensuring timely and accurate processing of all Blackline requests from global users.</li><li>
Provide hands-on, ongoing cross functional end-user support to ensure that BlackLine is operating efficiently across the organization.</li><li>
Coordinates and supports process changes due to ongoing business changes (onboarding transactions, fielding change requests from process owners)</li><li>
Performs necessary administrative functions of the Account Reconciliation, Transaction Matching, Journal Entry and Task Management modules, including but not limited to account setup, match rule construction, metrics, journal entry management, task management, communications to users and leadership and other functionality configurations.</li><li>
Training global users on Blackline functionality</li><li>
Manages and enforces business policies related to reconciliations and works to ensure users complete reconciliations in a timely manner.</li><li>
Utilize the close management and variance analysis tool set to monitor and predict issues or areas for concern.</li><li>
Liaison with IT on user issues, application upgrades, system maintenance and projects as it relates to BlackLine and other integrations to/from the tool. Performing ongoing application maintenance; coordinate upgrade, development, testing and implementation of application enhancements with users and IT.</li><li>
Testing BlackLine software to ensure newly implemented and existing functionality is working as intended.</li><li>
Collaborate with internal and external business partners to identify inefficient processes and drive the implementation of solutions that deliver improved efficiencies and processes using technology as an enabler.</li><li>
Work with business users to develop and track quantifiable metrics to drive process improvements.</li><li>
Serve as a source of expert advice, influence change, frame information in a broader organizational context</li><li>
Provide leadership guidance, make recommendations, and collaborate with business to ensure solutions meets the business needs</li><li>
Stay abreast of new functionality becoming available and drive the deployment of feature releases</li></ul><div></div><div>
Outcomes:</div><ul><li>
Metrics</li><li>
Dashboards</li><li>
Process Improvement recommendation and implementations</li><li>
Training</li><li>
Documented application adoption and process recommendations</li><li>
Best practice recommendations</li></ul><div></div><div>
Skills:</div><ul><li>
System administration experience with Transaction Matching, Accounts Reconciliations, Journals, and Task Management modules</li><li>
Experience developing reporting, analytics, and dashboards</li><li>
Experience configuring match sets rules, approval workflows, risk ratings and provisioning user access</li><li>
Ability to manage time commitment amongst multiple projects simultaneously</li><li>
Must possess both outstanding written and oral communication skills</li><li>
Expert in building and maintain relationships with leadership, stakeholders, and delivery teams</li><li>
Must be proficient using Microsoft Office products including Word, Power Point, Excel, and Outlook.</li></ul><div><br>
Qualifications and Experience:</div><ul><li>
4+ years of experience as a BlackLine, Trintech or Oracle ARCS system administrator</li><li>
Working knowledge in Finance Systems, particularly around reconciliation tools like Blackline, Cadency or Oracle ARCS, BlackLine preferred (Account Reconciliation, Transaction Matching, Journal Entry, Task Management)</li><li>
Possess a good understanding of Core Financials processes, accounting practices, and SOX compliance</li><li>
Experience with multi basis of accounting (e.g., GAAP and STAT)</li><li>
Experience gathering requirements, probing into problems, facilitating meetings, documenting specifications, and coordinating projects</li><li>
Experience with process improvement projects and continuous improvement methodologies</li><li>
Experience with Windows 10, MS Word, Excel, Access, Power Point, Business Objects, SmartView</li><li>
Bachelor&rsquo;s Degree in Accounting, Finance, or Information Technology, or equivalent professional experience required</li></ul><div></div><div>
Drive. Discipline. Confidence. Focus. Commitment. Learn more about <div>working at Athene</div>.</div><div></div><div>
Athene is a Military Friendly Employer! Learn more about how we support our <div>Veterans</div>.</div><div></div><div>
Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.</div></div><div></div>

BlackLine System Administrator

Money Fellows

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
<b>
Money Fellows</b> is transforming how people save, borrow, and invest. As the world&rsquo;s first and largest Money Circles app, we&rsquo;ve digitized the traditional <b>ROSCA </b>model to make it smarter, safer, and more accessible.<br>
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Since <b>2018</b>, we&rsquo;ve empowered over <b>7 million users</b> to take control of their financial futures with confidence.<br>
<br>
<b>About the Role:</b><br>
The Financial Systems Manager is responsible for designing, implementing, and optimizing the company&rsquo;s finance systems and data architecture to ensure automation, scalability, and accuracy of financial information.</div><div>
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This role bridges Finance, Data, and Technology, ensuring financial logic is embedded into core systems, enabling real-time reporting, intelligent automation, and data-driven decision-making across the organization.</div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><br>
<ul>
<li>
Build and maintain scalable finance data architecture connecting product systems, ledgers, and reporting platforms.</li>
<li>Translate ROSCA operations (pay-ins, pay-outs, fees, vouchers, provisions) into accurate journal entries aligned with IFRS and EAS.</li>
<li>Automate reconciliations, reporting, and month-end close processes, integrating finance systems with operational platforms.</li>
<li>Develop automated pipelines and dashboards to support FP&amp;A, Accounting, Financial Operations, Risk, and Treasury teams.</li>
<li>Implement validation rules, controls, and monitoring processes to ensure financial accuracy, consistency, and audit compliance.</li>
<li>Design systems capable of supporting rapid growth, new products, and potential geographic expansion.</li>
<li>Partner with Data, Engineering, and Product teams to ensure governance, consistency, and alignment between systems and business needs.</li></ul><br>
<h3 class="jobSectionHeader"><b>
Key Qualifications</b></h3><br>
<ul>
<li>
5+ years&rsquo; experience in finance systems, fintech, or high-growth tech environments.</li>
<li>Strong SQL skills with good knowledge of Python.</li>
<li>Hands-on experience with ERP systems (NetSuite, SAP, Oracle, Odoo).</li>
<li>Experience with data warehouses, BI dashboards, and automation tools.</li>
<li>Strong understanding of system integrations and data modeling.</li>
<li>Excellent project management and stakeholder communication skills.</li>
<li>Detail-oriented and structured thinker</li>
<li>Ability to translate operational data into accounting flows and financial insight</li>
<li>Ownership mindset and execution excellence</li></ul><br>
<h3 class="jobSectionHeader"><b>
Benefits</b></h3><div><br>
We care about your well-being from day one, whether you&rsquo;re a candidate or a team member, by actively fostering a culture of psychological safety where you feel respected, heard, and supported.<br>
</div><ul><li><b>Mental Well-being:</b> We prioritize your mental health through open-door policies, skip-level meetings, and thoughtfully designed workspaces that encourage trust and transparency.</li>
<li> <b>Physical Health:</b> Stay active and energized with a gym allowance, healthy office snacks, and monthly consultations with a nutritionist.</li>
<li> <b>Social Wellness:</b> Build meaningful connections through team-building activities, engaging town halls, and collaborative workspaces that inspire innovation.</li>
<li> <b>Financial Empowerment:</b> Enjoy competitive salaries, pension plans, and exclusive employee discounts on our Circles to support your financial stability.</li>
<li> <b>Growth Opportunities:</b> Grow your career through workshops, internal mobility programs, and opportunities for learning and advancement.</li></ul><div><br>
</div><div>
Join us and be part of a community that supports every aspect of your well-being and growth.</div><br>
<h3 class="jobSectionHeader"><b>
About Money Fellows
</b></h3><div>Money Fellows is revolutionizing the way people save, borrow, and invest! As the world's first and largest Money Circles app, we've digitized the traditional ROSCA model, making it smarter, safer, and more accessible for over 7 million users since 2018.<br>
<br>
Backed by $45M+ in funding and gearing up for $100M Series C, we&rsquo;re scaling fast&mdash;expanding beyond Egypt and launching game-changing financial products. Regulated by the Central Bank of Egypt, we blend community-driven finance with cutting-edge tech to empower users with seamless, secure, and trusted financial solutions.<br>
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And now, we&rsquo;ve taken it a step further with the launch of the Money Fellows Card&mdash;unlocking even more financial freedom and flexibility for our users!<br>
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We&rsquo;re always on the lookout for trailblazers ready to shape the future of fintech with us!</div></div>

Financial Systems Manager

TEMPLEGATE RECRUITMENT

<p><strong>Job Title:</strong> IFA Administrator</p> <p><strong>Why Join Us:</strong></p> <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> <p><strong>Salary & Benefits:</strong></p> <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> <p><strong>Location:</strong> Sevenoaks (office-based, with potential for 1 day per week remote)</p> <p><strong>About Us:</strong></p> <p>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 <strong>IFA Administrator</strong> to join our friendly team.</p> <p><strong>The Role:</strong></p> <p>We are looking for a proactive and detail-oriented <strong>IFA Administrator</strong> 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.</p> <p><strong>Key Responsibilities:</strong></p> <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> <p><strong>Skills & Experience:</strong></p> <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> <p><strong>How to Apply:</strong></p> <p>If this role as an <strong>IFA Administrator</strong> 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.</p> <p><em>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.</em></p>

IFA Administrator

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