Financial advisory support occupations Work, Jobs in Barkingside, Gtl (with Salaries)

Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
French Wealth Solutions Associate (French Assurance Vie Associate)
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home
Client Servicing - Core Support team
Financial Lifestyle Management —London
- £30,000 - £32,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee discount
Quick apply
IFA Administrator
Hoxton Wealth —London
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Operations Specialist (Financial Advice) (Data Gathering)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Financial services
- Time management
Quick apply
8d
Portfolio Management Assistant
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
7d
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Computer literacy
- Writing skills
- Business development
Quick apply
9d
Client Services Executive
AFH Financial Group —Bishop's Stortford
- Full-time
- Hybrid work
- Microsoft Word
- Continuous improvement
- Financial services
- Referral programme
Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
1d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Pensions Consultant
AXA —London
- £40,000 - £50,000 a year
- Organisational skills
- Communication skills
1d
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Senior IFA Administrator
Hoxton Wealth —London
- CRM software
- Administrative experience
- Supervising experience
Quick apply
Pensions Consultant
AXA UK —London
- £40,000 - £50,000 a year
- Organisational skills
- Communication skills
- Annual leave
1d
Wealth Management-London-Associate-Business Development Professional
Goldman Sachs —London
- Full-time
- Business development
- Bachelor's degree
- Organisational skills
- Employee assistance programme
11d
Wealth Management Administrator
RGH‑Global Limited —London
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software

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financial advisory support occupations jobs near barkingside, gtl

Wealth & Financial Planning Administrator

Leagold Miller
London

Quick apply

Job details

Permanent | Part-time | Full-time
£30,000 - £40,000 a year

Benefits

Company pension

Qualifications

Financial planning
Microsoft Excel
Customer service
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

About us

Leagold Miller is an established, and reputable firm of independent insurance brokers and wealth & financial planning professionals.

Leagold Miller has evolved naturally over the years to meet the needs of their valued clients who rely on them to provide a friendly personal service, whilst also delivering quality professional advice.

Our work environment includes:

Friendly & family feeling office setting
Modern approach to systems and processes
Client service focus
Continuing growth plans

We are looking for an experienced Business Support Administrator to join our busy Wealth & Financial Planning team. The successful candidate will have at least one year's experience working within a Wealth Management or Financial Planning environment and will play a key role in supporting our advisers and delivering an excellent client experience.

Key Responsibilities

Provide comprehensive administrative support to the Wealth & Financial Planning team.
Process new business efficiently across a range of investment, pension, and protection products.
Administer client platforms, including servicing requests, withdrawals, fund switches, and updates.
Prepare client review packs and supporting documentation.
Maintain accurate client records and update back-office systems.
Liaise with clients, providers and third parties to progress business and resolve queries.
Support advisers with client reviews, meeting preparation, and follow-up actions.
Ensure all work is completed accurately and in line with FCA and internal compliance requirements.
Manage a varied workload, prioritising tasks to meet deadlines whilst maintaining excellent attention to detail.
Contribute to the smooth day-to-day running of the team and support continuous improvement of administrative processes.

Essential Skills & Experience

A minimum of 1 year's experience working within a Wealth Management or Financial Planning team is essential.
Experience of platform administration and new business processing is essential.
Strong understanding of Wealth & Financial Planning administration processes.
Excellent organisational skills with exceptional attention to detail.
Confident communication skills with the ability to build professional relationships with clients and providers.
Ability to manage multiple priorities while maintaining a high level of accuracy.
Proficient in Microsoft Office and comfortable using back-office and platform systems.
A proactive, positive, and collaborative approach with a commitment to delivering excellent client service.

Personal Qualities

Able to manage changing priorities and work effectively in a busy environment.
Reliable, organised, and able to work on your own initiative.
Professional, approachable, and committed to providing excellent client service.
A positive team player with a strong work ethic and willingness to support colleagues.
Maintains confidentiality and always works with integrity.

IMPORTANT - Please note that for your application to be considered, all screening questions need to be answered in full.

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension

Ability to commute/relocate:

London E4 6AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

What’s the best job you’ve ever had, and why?
What are the main reasons we should hire you?

Experience:

Wealth & Financial planning administration: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in barkingside, gtl

Wealth & Financial Planning Administrator

Client Service Executive (Investment Management)

Associate Financial Advisor - Hybrid

Graduate/Entry Level Operations Specialist (Financial Advice)

French Wealth Solutions Associate (French Assurance Vie Associate)

Client Servicing - Core Support team

IFA Administrator

Operations Specialist (Financial Advice) (Data Gathering)

Portfolio Management Assistant

Associate Financial Planner

Client Services Executive

Case Manager

Paraplanner

Trainee Wealth Manager

Pensions Consultant

Paraplanner

Senior IFA Administrator

Pensions Consultant

Wealth Management-London-Associate-Business Development Professional

Wealth Management Administrator

I want to receive the latest job alerts for financial advisory support occupations in barkingside, gtl

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