103 Financial Institutions jobs in the United Kingdom

**Who Are We?**
Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Target Openings**
1
**What Is the Opportunity?**
We are looking for a Senior Associate Underwriter with some prior Financial Institutions experience to join our team in London.
In this role you will be responsible for producing and underwriting new and renewal business, assisting the wider underwriting team, making sound underwriting decisions through the life cycle of the policy. You will provide support in consistently achieving financial plan (premium, loss ratio, retention, commissions, pricing, new business, and expense management) through superior service, business retention and responsiveness to new business submissions; interacting and collaborating with the team, Regional Underwriting Offices, Market Segment Colleagues and other critical internal/external business associates; underwriting, service, and sales.
Travelers Europe currently offers flexibility to employees who wish to work on a hybrid basis in accordance with our Hybrid Work Arrangements Policy. This entails full time employees working three days a week in the office and two days at home (or pro rata for part-time employees). This policy may be changed at the Company's discretion.
**What Will You Do?**
+ Underwrite and assess risk to maximise business growth and profitability for allocated book of business. Make appropriate decisions within own underwriting authority in addition to considered, intelligent and complete recommendations to technical underwriting/business leadership.
+ On pre-agreed accounts, actively participates and supports Development Underwriters in new business, renewal and mid-term alteration underwriting activities that support underwriting decisions, consistent with business growth and profit.
+ Provide leadership and coaching, as appropriate, for Associate Underwriter to help with their development and ensure that their roles and responsibilities are delivered.
+ Identify and capture new business opportunities and effectively cross sell Bond & Specialty and Business Insurance products.
+ Accountable for accurate underwriting documentation/ information in account management systems and adherence to documentation standards.
+ Understand, embrace, and execute Travelers' underwriting strategies and principles to produce budgeted results.
+ Establish and maintain collaborative relationships with colleagues in other parts of the organisation, including Head Office, Risk Control, Distribution, Claims, Actuarial, etc. as needed.
+ Actively engage and seek out training opportunities to further develop underwriting and sales expertise.
+ Develop and leverage productive relationships through broker visibility and a disciplined sales management approach (e.g. planning and follow-up for broker and end customer interaction, visits and meetings) all in support of business objectives. Activity may be guided by the Development Underwriter.
+ Working with Distribution, effectively assist in the development, documentation and execution of sales plans with emphasis on increasing marketing and sales activities outside the office. Work tactically with brokers to ensure they have an appropriate level of understanding of Travelers goals and objectives.
+ Actively participate in regularly scheduled sales and underwriting meetings.
+ Work effectively as a productive and supportive team member in conjunction with more senior team members, supporting business unit and company objectives.
+ Demonstrate superior customer service standards (consistency, quick response, knowledge of products) to meet Travelers' service standards.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ University degree preferred.
+ Working knowledge of the local insurance marketplace.
+ Demonstrates an ability and desire to learn about the enterprise and business unit critical business issues and financial drivers.
+ General knowledge of organisational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work activities.
+ Basic knowledge of internal and external factors that impact the Lloyds Market preferred.
+ Basic Product/Technical proficiency commensurate to his/her underwriting authority.
+ Demonstrates basic ability in the areas of customer focus and positive broker interaction.
+ Basic analytical thinking/financial acumen.
+ Identifies current or future problems or opportunities, analyses, synthesises and compares information to understand issues, identifies cause/effect relationships, and explores alternatives to support sound decision making.
+ Utilises understanding of finance and accounting principles to identify the impact of responsible underwriting decisions on the overall profitability of the business.
+ Intermediate relationship management.
+ Seeks out, builds, fosters and maintains productive relationships or alliances to meet goals and achieve objectives.
+ Chartered Insurance Institute (CII) Certification preferred.
**What is a Must Have?**
+ Previous experience of underwriting in financial institutions required.
**What Is in It for You?**
+ **Private Medical Insuran** **ce:** On commencement of employment, you are eligible for single cover provided by Travelers, with the option to add cover for your dependents, at your expense through payroll deduction.
+ **Retirement:** Travelers will make a core contribution of a percentage of salary to your Pension Plan. Additionally, if you decide to contribute to the plan, you will receive an increased company contribution.
+ **Holiday Entitlement:** Start your career at Travelers with a minimum of 25 days holiday entitlement annually, plus the opportunity to purchase additional days to allow for up to a total of 35 holidays per year.
+ **Wellness Programme:** The Travelers wellness programme is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health programme provides access to free professional counseling services and other resources that support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards programme that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email ( ) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit .

**Do you want your voice heard and your actions to count?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
The GCIB Financial Institutions (FI) Coverage Team is the coverage team for FIs in EMEA. As part of the EMEA FI Strategy, the FI Sponsor Coverage Team was established to focus on fund-level products for global Financial Sponsors, especially fund financing (including subscription facilities, ABLs, NAV and EBLs) and hedging (FX and rates and commodities) and to support the growth of asset level financing by the relevant product teams.
Coverage of PE Sponsors and the PE strategies of the global asset managers is managed by a separate team within FI Coverage who this team works very closely with this team. The FI Sponsor Coverage team has responsibility for expanding business with relevant Financial Sponsors by collaborating with various stakeholders not only from the Bank but also MUFG Securities and MUFG Trust Bank (Trust Bank), the two other pillars within the broader MUFG Group.
**MAIN PURPOSE OF THE ROLE**
This role will form an integral part of the FI Sponsor Coverage Team for Financial Sponsors/Alternative Asset Managers, with a view to achieving high quality revenue growth and product cross sell from this client base in order to deliver on one of the key pillars of the EMEA FI Strategy.
**Bank Entity:**
Relationship coverage of key Financial Sponsor clients in EMEA, working to co-ordinate across fund and investment asset level products to maximise strategic relationship value for the Bank. Originate new business within the Sponsor client set and manage the existing portfolio of relationships for ongoing requirements. This role will have a specific focus on Infrastructure and Credit dedicated funds or the Infrastructure and Credit strategies of the global multi strategy asset managers.
Support development of an end-to-end fund level product strategy for Sponsor clients as well as specifically drive asset level business with Infrastructure Funds working closely with Project Finance.
**Securities Entity:**
As above, including support development of end-to-end fund level client strategy for applicable Securities products for Financial Sponsors such as NAV lending and ABLs.
**KEY RESPONSIBILITIES**
**Bank entity**
+ Manage relationships with Financial Sponsors (particularly Infrastructure and Credit) clients, including identification of new business opportunities and ongoing day-to-day relationship requirements.
+ Self-confident with the ability to lead client meetings and arrange follow-ups with key product stakeholders
+ Produce account plans for key sponsor clients, working with senior coverage and product partners to determine relationship strategy and communicate to all stakeholders
+ Work with key product teams, particularly Project Finance, Fund Finance and Markets (FX and rates), to support the origination of new transactions and support all client related activities such as KYC.
+ Identify and understand client needs in order to develop client strategies for new product solutions. This includes working closely with the Global Structured Solutions (GSS) team to identify key target clients for NAV, ABLs, structured repos and other fund-level products.
+ Collaborate with internal stakeholders to ensure appropriate engagement and support to develop, secure and maximise multi-product, multi-jurisdiction relationships with Financial Sponsors
+ Analyse industry and financial drivers to ensure new and existing business has an appropriate risk profile, including working closely with credit risk colleagues
+ Maintain and develop a knowledge base of regulatory issues and industry developments relating to Financial Sponsor clients. Deliver thought leadership and insights to internal stakeholders and clients.
+ Build relationships throughout MUFG to establish a peer network, gather relevant information and help to ensure effective inter-departmental and cross-regional collaboration.
+ Provide guidance and review work of more junior colleagues to ensure accuracy and timeliness. Help to build deeper industry and product knowledge across the team
**Securities entity (as required)**
+ As outlined above. Particular focus on working closely with GSS (Global Structured Solutions) team to develop client strategy and originate new business utilising new products, such as NAV.
**WORK EXPERIENCE**
Essential:
+ Minimum 3-5 year track record of managing relationships, ideally Financial Sponsors/Funds or other Non-bank Financial Institutions, including experience originating or executing related products, ideally fund level finance or global markets transactions
+ Experience in Project Finance or Infrastructure and/or Credit Sponsors desirable
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
+ Proven experience and interest in the alternative asset management sector, including related products
+ Commercial acumen, pitching and negotiation skills
+ Interpersonal and networking skills and the ability to work in a diverse team environment
+ Knowledge and skill working with Microsoft PowerPoint and Microsoft Excel.
+ Fluency in French (and other European languages) desirable but not essential
**Education / Qualifications:**
+ Bachelors Degree in Finance, Economics / related discipline, or equivalent qualifications. Masters Degree or CFA qualification desirable.
**PERSONAL REQUIREMENTS**
+ Excellent communication skills
+ Results driven, with a strong sense of accountability
+ A proactive, motivated approach.
+ The ability to operate with urgency and prioritise work accordingly
+ Strong decision making skills, the ability to demonstrate sound judgement
+ A structured and logical approach to work
+ Strong problem solving skills
+ A creative and innovative approach to work
+ Excellent interpersonal skills
+ The ability to manage large workloads and tight deadlines
+ Excellent attention to detail and accuracy
+ A calm approach, with the ability to perform well in a pressurised environment
+ Strong numerical skills
+ Excellent Microsoft Office skills
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute

**About this role:**
Wells Fargo is seeking a strong candidate for building, maintaining, and growing relationships with Financial Institutions Group (EMEA Banks Coverage)-
**In this role, you will:**
+ Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
+ Responsible for developing and enhancing the relationship with a focused list of 'inbound' Multinational Financial Institutions
+ Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms
+ Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
+ Demonstrate a strategic and consultative approach with client
+ Identify opportunities and organize the right internal partners and team to form the relationship team
+ Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
+ Lead projects, teams, or serve as a peer mentor
**Required Qualifications:**
+ Experience in Corporate & Investment Banking Relationship Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Corporate finance, capital markets or markets experience.
+ Bachelor's degree in a relevant discipline
+ A proven track record of originating new business
+ Solid knowledge of Banking (Capital Markets, Corporate Finance, Payments and Trade Finance) and Markets (IRS, FX, ABS, Commodities and Equities) products
+ Strong leadership skills
+ Strong credit structuring/documentation skills
+ Team player with strong communication and interpersonal skills
**Posting End Date:**
24 Jul 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-470571

**About this role:**
Wells Fargo is seeking a strong candidate for building, maintaining, and growing relationships with Financial Institutions Group (EMEA Banks Coverage)-
**In this role, you will:**
+ Lead complex initiatives including those that are cross functional with broad impact and act as key participant in relationship management and business development for Corporate Banking functional area
+ Responsible for developing and enhancing the relationship with a focused list of 'inbound' Multinational Financial Institutions
+ Strive to broaden and deepen customer relationships by providing integrated, end to end financial solutions to our customers across multiple product platforms
+ Originate, structure and execute the largest most complex transactions related to investment banking, traditional corporate lending or their credit related products
+ Demonstrate a strategic and consultative approach with client
+ Identify opportunities and organize the right internal partners and team to form the relationship team
+ Strategically collaborate and consult with peers and managers to resolve issues and achieve goals
+ Lead projects, teams, or serve as a peer mentor
**Required Qualifications:**
+ Experience in Corporate & Investment Banking Relationship Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Corporate finance, capital markets or markets experience.
+ Bachelor's degree in a relevant discipline
+ A proven track record of originating new business
+ Solid knowledge of Banking (Capital Markets, Corporate Finance, Payments and Trade Finance) and Markets (IRS, FX, ABS, Commodities and Equities) products
+ Strong leadership skills
+ Strong credit structuring/documentation skills
+ Team player with strong communication and interpersonal skills
**Posting End Date:**
24 Jul 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-470571

**ICM In-Business Quality Assurance Financial Institutions Credit Risk - Underwriting - SVP**
Individuals in Quality Assurance are responsible for the assessment of outcomes from activities and processes against conformance with applicable requirements to strengthen risk management quality such as quality testing performed for business function quality control and transformation lead quality control post completion of an activity/process. This includes the development and execution of Monitoring and Testing for controls, such as control design assessment, design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tools to assess the effectiveness of key controls designed to address defined risks.
**Responsibilities** :
+ Responsible for specialised Quality Assurance Reviews with focus on Counterparty Credit Risk / Financial Institutions Underwriting.
+ Responsible for the quality, completeness, and accuracy of the implementation of the Control Framework, including Risk Control Policy, Control Standard, Issue Management
+ Lead the assessment of activities and processes as per required Policies, Standards and Procedures to strengthen credit risk management quality.
+ Conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance.
+ Review stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner.
+ Conduct routine testing of internal activities and processes to ensure adherence to established quality standards and identify areas of risk or non-compliance.
+ Integrate stakeholder/client feedback and respond to any quality assurance complaints or issues in a timely and efficient manner.
+ Develop and execute Monitoring and Testing for controls, including control design assessment and design of operational effectiveness for monitoring & testing tools, monitoring/testing design assessment, and execution of monitoring/testing tool.
+ Regularly report on quality control outcomes and control effectiveness to top management and relevant stakeholders.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards.
**Qualifications** :
+ Solid understanding of risk management and control frameworks related to Counterparty Credit Risk Management and Underwriting. Preferable skills requirement for the candidate is credit underwriting experience within the financial institutions / funds / hedge funds area.
+ Demonstratable control related function / quality assurance experience, in banking, credit risk management, internal audit, or quality assurance review function at an investment or large commercial bank.
+ Ability to identify, measure, and manage key risks and controls.
+ Ability to see the big pictures with high attention to critical details.
+ Deep knowledge of Wholesale Credit Processes and organizational awareness, covered portfolios, and processes.
+ Proficient knowledge of regulatory guidance specific to quality assurance and monitoring/testing lifecycle.
+ Developing new ideas and improving current processes to proactively mitigate risks.
+ Requires an ability to provide challenge and make recommendation for risk and controls remediation.
+ Expert knowledge in the development and execution for controls.
+ Expert understanding of compliance with laws, rules, regulations, and best practices.
+ Strong leadership, decision-making, and problem-solving skills.
+ Strong analytical skills to evaluate complex risk and control activities and processes.
+ Ability to deliver compelling presentations and influence executive audiences.
+ Strong sense of accountability and ownership, with strong results orientation.
+ Excellent communication skills; ability to engage and inspire across stakeholder groups.
+ Exceptional command in Microsoft Office suite, particularly Excel, PowerPoint, and Word.
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**Job Family Group:**
Controls Governance & Oversight
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**Job Family:**
Quality Assurance, Monitoring & Testing
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**Time Type:**
Full time
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

An international law firm based in Central London is seeking a financial services lawyer at Mid Associate/Manager level to join their well-established Banking & Finance division. This is an excellent opportunity for a financial services lawyer to become part of a highly respected team advising major financial institutions, fintechs, and global corporates. The firm is known for its collaborative culture, international reach, and complex cross-border mandates.

The successful financial services lawyer will play a key role in advising clients on UK and EU regulatory frameworks, working across a mix of advisory, transactional, and strategic matters. This position is suited to a financial services lawyer with at least 3 years' post-qualification experience, looking to step into a more senior and client-facing role with clear progression opportunities.

The financial services lawyer's role

The financial services lawyer will support a wide-ranging client base including banks, asset managers, insurers, and fintech firms. The work will cover financial services regulation, licensing issues, payments law, ESG regulation, and regulatory aspects of M&A and financing transactions.

This role offers the chance to contribute to high-profile projects and gain exposure to international workstreams. The financial services lawyer will also be expected to support business development initiatives and contribute to internal knowledge-sharing and client training sessions.

The financial services lawyer

To be considered for this financial services lawyer position, candidates must have:

• UK qualification (or equivalent rights to practise in England & Wales)
• A strong academic background
• A minimum of 3 years' PQE in financial regulation or banking and finance law
• Experience gained at a recognised law firm or within an in-house legal team in financial services
• Strong knowledge of FSMA, FCA/PRA regulations, and relevant EU directives (e.g. PSD2)
• Commercial awareness and sound legal judgement
• Excellent communication skills and the ability to manage client relationships effectively

In Return?

This is a standout opportunity for a financial services lawyer to join a forward-thinking, international law firm offering:

• Long-term career development and progression
• A competitive salary of 90,000-115,000
• Private healthcare
• Pension scheme
• Generous holiday allowance
• Exposure to high-profile, cross-border financial services matters

Keywords: Financial Services Lawyer | Regulatory Lawyer | Banking & Finance | Mid Associate | London Law Jobs | FCA Compliance

Job Title: Financial Services Administrator

Location:  Remote

Salary:   £25,000 - £30,000

The Client

We have an exciting opportunity for a growing Independent Financial Advisory (IFA) business, they are looking to add an experienced Financial Services Administrator from a wealth management background to their team.

The Role of Financial Services Administrator - IFA

This is a client-focused and detail-oriented role, supporting advisers in delivering high-quality service and advice.

Key Responsibilities:

• Act as the first point of contact for new and existing clients, dealing with queries professionally and efficiently.
• Coordinate adviser review meetings, ensuring all are booked within appropriate timeframes.
• Prepare review letters and meeting packs ahead of client reviews.
• Maintain accurate and up-to-date client records on the CRM system.
• Process withdrawals, fund switches, and portfolio rebalancing instructions.
• Manage the submission and tracking of new business, including preparation of application and trust documents.
• Handle Letters of Authority and liaise with product providers to obtain and chase information.
• Draft suitability letters for ISAs, Investment Bonds, and Pension new business (replacement business experience is helpful but not essential).

The Person:

• Proven experience in an IFA support role is essential.
• The candidate must have 2Plan experience.
• Proficient in using CRM platforms.
• Strong attention to detail and ability to prioritise tasks effectively.
• Clear and confident communication skills.
• Able to work well both independently and as part of a small, collaborative team.
  
  

     

Keywords: Financial Advisor, IFA, Financial Services, Finance Administrator, Administrator, Financial Administrator, Remote Working, Wealth Management, Finacial Services Administrator

Bowdon Associates is a member of the Guild of Quality Employment Agencies and has agreed to adopt the compliance and recruitment standards that form the basis their code of conduct. A quality, transparent and responsible recruitment agency committed to raising the industry standards.