Full-time Financial Administrator jobs in England

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SENIOR FINANCIAL ADMINISTRATOR

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...

CompanyBell Cornwall Recruitment
AddressStaffordshire, England
CategoryAdministrative
Salary£20,000 - £28,000 per annum
Job typePermanent, full-time
Date Posted 2 months ago See detail

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)....

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 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 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...

Administrator-Financial Services

Talent Uk

West Yorkshire, England

£25,000 - £28,000 per annum

Writing Suitability Reports for new business. Writing Annual Review Letters for our existing clients following their review. Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings an...

Financial Planning Administrator - Northallerton

Tempest Jones

North Yorkshire, England

£26,000 - £32,000 per annum

Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Advisers diary. Illustration requests. Ensure that all Financial Planning client a...

Financial Services Administrator

Recruit Uk

Cambridgeshire, England

£24,000 - £28,000 per annum

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

Financial Services Administrator

Ortus Psr

Suffolk, England

Execute administrative duties to the highest standard, adhering to firm procedures, service standards, and regulatory guidelines. Input accurate and current information into internal/external software platforms and provider websit...

Financial Services Administrator

Recruit Uk

Wiltshire, England

£24,000 - £28,000 per annum

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

Financial Planning Client Administrator

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

Financial Planning Administrator

Recruit Uk

Hampshire, England

£28,000 - £32,000 per annum

Salary up to 32,000 (negotiable depending on experience). 28 days holiday, plus ability to buy more. Full exam support. 5% employer contribution to pension. Group Death in Service of 4 x basic annual salary. Group Income Protecti...

Financial Services Administrator

Mbf.

Surrey, England

Maintain accurate client information on the internal back-office system. Assist with onboarding new clients. Liaise with third parties including providers to obtain information. Prepare information for reports. Work closely with P...

Financial Services Administrator

Recruit Uk

Worcestershire, England

£25,000 - £30,000 per annum

Salaries up to 30,000 (negotiable dependent on your experience). 28 days holiday, plus bank holidays - as well as your Birthday day off. Flexible home and office working. Income protection. Online discounts portal. 4 x DIS. 5% ma...

Financial Services Administrator

Cv Elite Ltd

Lancashire, England

£27,000 - £35,000 per annum

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

Senior Financial Support IFA Administrator

Pertemps Plymouth Commercial

Devon, England

£25,000 - £32,000 per annum

Salary: 25,000 - 32,000 depending on experience. Full time - 9-5 Monday to Thursday, 9-4 Friday. Highly effective time management and organisational skills. Ability to work as part of a team. Ability to work under pressure. Good...

Financial Planning Administrator route to Paraplanner - Watford - GBP30k

Financial Divisions

Watford, Northamptonshire

30000.00 - 35000.00 GBP Annual

You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The Directors places a lot of emphasis on staff wellbeing and team rapport and regu...