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FINANCIAL ADMINISTRATOR

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...

CompanyBurgh Recruitment Ltd
AddressLancashire, England
CategoryAdministrative
Salary£25,000 per annum
Job typePermanent, full-time
Date Posted 2 months ago See detail

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...

2 months ago seen See more...

Planning Administrator

Baseline Recruit Ltd

Derbyshire, England

Management and ownership of operations work planner. Admin support for the Operations team. Aid successful new starter process. Plan ahead on training requirements ensuring up to date records. Organise and review of labour resourc...

2 months ago seen See more...

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...

2 months ago seen See more...

Event Planning Administrator

Tbl International Limited

Belfast, County Antrim

See Job Description

This is an excitingrole for a passionate and customer focused individual to become part of theTitanic Belfast Event Planning Department. This is a unique opportunity as the successful candidatewill be exposed to a range of five-st...

2 months ago seen See more...

Planning Administrator

Office Angels

Sevenoaks, Kent

£12 - £15 Hourly

Assist with scheduling and coordinating appointments and meetings, ensuring efficient use of time and resources. Maintain up-to-date records of schedules and appointments, making any necessary updates or changes as required. Provi...

2 months ago seen See more...

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...

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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)....

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Planning Administrator

Marmion

North Yorkshire, England

£23,500 - £25,000 per annum

Up to 25,000 pa, dependant on experience. Excellent Training and Development Opportunities. Additional Company Benefits. Planning and scheduling of engineers works - taking into consideration the location of booked jobs and the l...

2 months ago seen See more...

Wealth Planning Administrator

Cameron James

Clwyd

£23,000 - £25,000 per annum, negotiable

Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs an...

2 months ago seen See more...

Financial Administrator

Professional Placement Ltd

East Anglia

£22,000 - £26,000 per annum

Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries. Assist w...

2 months ago seen See more...

Financial Advice Administrator

The Openwork Partnership

Aberdeenshire, Scotland

Manage and update the CRM and spreadsheet systems to ensure the delivery of ongoing service requirements, maintaining accurate records. Understand and deliver all client facing material for new business and servicing meetings. Obt...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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....

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Hungerford, Berkshire

£28,000 - £35,000 Annual

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Berkshire, England

£28,000 - £35,000 per annum

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

Financial Affairs Service - Administrator

Staffordshire County Counci

Stafford, Staffordshire

£23893 - £25119

Use of online financial systems to process payments in accordance with financial regulations & audit requirements. Maintaining and monitoring ICT systems including the input and retrieval of data. Producing high level, accurate do...

2 months ago seen See more...

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