Full-time Financial Administrator jobs in England

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FINANCIAL SERVICES ADMINISTRATOR

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

CompanyHays Specialist Recruitment Limited
AddressWest Midlands, England
CategoryAdministrative
Salary£25,000 - £27,000 per annum
Job typePermanent, full-time
Date Posted 2 days ago See detail

Financial Services Administrator

Hays Specialist Recruitment Limited

West Midlands, England

£25,000 - £27,000 per annum

Booking appointment for clients. Completing pre-meeting administrative tasks and sending out welcome packs. Log all client calls and queries into an internal CRM system. Ensure protocols are followed, including FCA, GDPR. Inputtin...

Financial Services Administrator

Burgh Recruitment Limited

Woking, Surrey

24000.00 GBP Annual

Financial Services AdministratorLocation: Chobham, Surrey (GU24)Salary: Up to GBP25,000, depending on experienceFull time - 8.30am-5.00pmAre you an enthusiastic Financial Services Administrator eager for your next role? Could you...

Financial Services Administrator

Ernest Gordon Recruitment

Carlisle, Cumbria

30000.00 GBP Annual

Financial Services AdministratorGBP25,000 - GBP30,000 + Excellent Training + Potential for Hybrid Working + Increasing Holidays + Social Events + 5% PensionCarlise, Cumbria, commutable from Penrith, Hexham, Dumfries, BramptonAre y...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £30,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Financial Administrator

Total Staff Services

Lancashire, England

Competitive

We're looking for a candidate that who can prioritise attention to detail and organisation whilst ensuring accuracy is met at all times. You will be responsible for updating financial records within the business and acting as firs...

Financial Services Administrator - Home based

Oak Private Wealth

London, England

£28,000/annum Benefits

Send letters of authority and gather information from service & product providers, ensuring accuracy and completeness. Obtain illustrations, pre-populate application forms, and check new business documentation for accuracy. Proces...

Financial Administrator

Hays Specialist Recruitment Limited

Lancashire, England

£28,000 - £30,000 per annum, inc benefits

They are looking for an organised and diligent office-based bookkeeper or finance administrator to join their tight-knit team on a flexible basis including full-time & part-time work.Your new roleWithin your new role you will assi...

Financial Administrator to Senior Financial Administrator - London - £35k - 40k (DOE) - Hybrid

Financial Divisions

South East

£35,000 - £40,000 per annum

Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications wi...

Financial Administrator/Trainee Paraplanner

Vero Hr

Cambridgeshire, England

About the opportunity: We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. We are presenting an exciting opportunity for a meticulous Financial Administrato...

Financial Administrator

Artemis Recruitment Consultants Ltd

South East

£30,000 - £40,000 per annum

Organise and diarise meetings on behalf of the Private Client Advisors. Work with the Private Client Advisors to prioritise tasks. Fields calls and email queries as appropriate and act on all non-technical queries. Provide agendas...

Financial Administrator

Artemis Recruitment Consultants Ltd

South East

£25,000 - £35,000 per annum

Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications wi...

Financial Administrator

Artemis Recruitment Consultants Ltd

Surrey, England

£20,000 - £25,000 per annum

Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate. Issuing letter of authorities (LOAs) to provider...

Financial Administrator

Burgh Recruitment Ltd

Lancashire, England

£25,000 per annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

Senior Financial Administrator

Bell Cornwall Recruitment

Staffordshire, England

£20,000 - £28,000 per annum

Provide efficient administrative support to a team of Financial Advisers. Draft and distribute correspondence, including letters and emails. Act as a point of contact for clients, life offices, and internal business members. Maint...

Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

Financial Divisions

Essex, England

£22,000 - £27,000 per annum

They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families. Due to a growing number of new...

Financial Administrator

Tc Personnel Ltd

Southend-on-Sea, Essex

Liaising with clients via the telephone and emails in a polite and prompt manner. General administration duties including updating the CRM system (training given)....

Senior Financial Administrator

The Openwork Partnership

Berkshire, England

£30,000 - £35,000 per annum

Gathering information on the clients behalf. Liaising with pension and investment providers. Regular contact with the financial advisers. Preparing the relevant paperwork for client meetings. Production of suitability reports. De...

Financial Planning Administrator

Njr Recruitment Ltd

Preston, Lancashire

£25,000 - £30,000/annum

Work closely with the Adviser on all aspects of their day-to-day work with clients. Be involved in the processing of client business and interacting with the various pension and investment product providers. Prepare for client mee...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £25,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

Financial Planning Administrator

Heat Recruitment

Buckinghamshire, England

You will have the opportunity to work in a supportive team environment where progression is strongly supported. 5% ee, 4% er. Holiday allowance increase with service. 35 hour week - 9am - 5pm. Sick pay after probation. Knowledge o...

Financial Planning Administrator

Idex Consulting Ltd

Lincolnshire, England

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

Mortgage / Financial Service Administrator

Reed Insurance

Devon, England

£25,000 - £32,000 per annum, inc benefits

Progress mortgages through to legal completion and beyond. Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising. Monitoring client emails, account management of repe...

Financial Planning Administrator

Medlock Partners Limited

Lancashire, England

£20,000 - £30,000 per annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

Financial Services Administrator

Recruit Uk

West Yorkshire, England

£24,000 - £28,000 per annum

Competitive Salary: Dependent to your experience and qualifications. Office Location: Positioned in the heart of Huddersfield. Career Enhancement: Opportunities for continuous professional development. Benefits: 25 days holiday (r...

Financial Services Administrator

Recruit Uk

Lancashire, England

£24,000 - £28,000 per annum

Competitive Salary: Dependent to your experience and qualifications. Office Location: Positioned in the heart of Chorley. Career Enhancement: Opportunities for continuous professional development. Benefits: 25 days holiday (rising...

Senior Financial Services Administrator

Recruit Uk

West Midlands, England

£28,000 - £35,000 per annum

Experience as an IFA Administrator in a Wealth Management company. Excellent written and verbal communication skills. Ability to work independently and as part of a team....

Financial Services Administrator

Alexander Mae Ltd

Avon, England

A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more..The Job:To provide technical administrative support to the Advisers of the Practice...

Financial Services Administrator

Oakley Recruitment

Birmingham, West Midlands

30000.00 GBP Annual

Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details...

Financial Planning Administrator - 12-18 month Contract

Njr Recruitment

Lincolnshire, England

£23,000 - £25,000 per annum

Competitive salary . Hybrid working . 25 Days Holiday + Bank Holiday . Extra day off for birthday . Death in service cover. Company pension . Immediate start available . Arranging client meetings and diary management. Prepare meet...

Financial Advisor Administrator

Ernest Gordon Recruitment Limited

Oxford, Staffordshire

Competitive

Financial Advisor Administrator 28,000 - 37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to ParaplannerOxford, commutable from Abingdon, Didcot, Ayles...