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TRAINEE FINANCIAL SERVICES ADMINISTRATOR

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...

CompanyPertemps Redditch Commercial
AddressSolihull, West Midlands
CategoryAdministrative
Salary£20,000 - £25,000/annum
Job typePermanent
Date Posted 3 weeks ago See detail

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...

3 weeks 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...

3 weeks 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...

3 weeks 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...

3 weeks 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....

3 weeks 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...

3 weeks 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...

3 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

a month ago seen See more...

Financial Services Administrator - Leeds (Flexible Hours Available)

Bwd Search & Selection

West Yorkshire, England

Working within a combination of office and home base you provide support for both pre and post client appointment work and be a comfortable using back office systems and managing your time efficiently. You will ideally have strong...

a month ago seen See more...

Financial Services Administrator

Efinancialcareers

Tyne And Wear

Competitive salary

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

a month ago seen See more...

Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£25,000 - £30,000 per annum

Provide effective and efficient administrative support to a number of independent financial advisers and their clients. Process new business ensuring that all information input is accurate and is completed in a timely manner. Be a...

a month ago seen See more...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

West Midlands, England

£20,000 - £25,000 per 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...

Financial Services Administrator - Witney Oxfordshire

Reed Insurance

Oxfordshire, England

Salary negotiable

Maintenance of the back-office system to include compliance and fact find documentation linked to Financial Services admin. Communication with clients on the email you will be lining up. Execution of client instructions, contract...

a month ago seen See more...

Financial Services Administrator

Arc

West Sussex, England

£25,000 - £28,000 per annum

Job Title/Location: Financial Services Administrator, West Sussex. Salary: To 28,000. Hybrid: Once through training & settled, there is some WFH flexibility. Requirements: Previous IFA administration background is preferred, alth...

a month ago seen See more...

Financial Services Administrator - hybrid after probation

Reed Insurance

Wiltshire, England

£24,000 - £27,000 per annum, inc benefits

The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients. full time/permanent position Hybrid (2 days at home, 3 days office based...

a month ago seen See more...

Financial Services Administrator - hybrid after probation

Reed Insurance

Wiltshire, England

£24,000 - £27,000 per annum, inc benefits

The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients. full time/permanent position Hybrid (2 days at home, 3 days office based...

a month ago seen See more...

Financial Services Administrator - hybrid after probation

Reed Insurance

Wiltshire, England

£24,000 - £27,000 per annum, inc benefits

The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients. full time/permanent position Hybrid (2 days at home, 3 days office based...

a month ago seen See more...

Financial Services Administrator - Hybrid Working

Mbf.

Essex, 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...

a month ago seen See more...

Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

Reed Insurance

Buckinghamshire, England

Salary negotiable

Key Responsibilities :-New business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising...

2 months ago seen See more...

Financial Services Administrator, Cheltenham (BW-2040)

Clever-Hr

Gloucestershire, England

£22,000 - £23,000 per annum

Prepare and package financial planning reports for the Financial Planners and their clients. Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters. Liaise wit...

2 months ago seen See more...

Senior Financial Services Administrator

Heat Recruitment

Leicestershire, England

28 days holiday, plus bank holidays. Flexible hybrid working. Birthday day off. Income protection for up to 5 years. Pirkx online discounts and cashback plus 24-hour access to a GP. 4x salary death in service. 5% matched pension c...

2 months ago seen See more...

Financial Services Administrator, Bath (BW-2040)

Clever-Hr

Somerset, England

£22,000 - £23,000 per annum

Prepare and package financial planning reports for the Financial Planners and their clients. Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters. Liaise wit...

2 months ago seen See more...

Financial Services Administrator

Recruitment22

Lancashire, England

£23,000 - £25,000 per annum

This Independent Financial Advisers provide both Advice across Wealth, Group Life and Employee Benefits. The role involves handling incoming calls professionally, managing post, emails and welcoming office visitors. The business a...

2 months ago seen See more...

Financial Services Administrator

Idex Consulting Ltd

Tyne And Wear

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

2 months ago seen See more...

Financial Services Administrator, Chelmsford (BW-2040)

Clever-Hr

Essex, England

£22,000 - £23,000 per annum

Prepare and package financial planning reports for the Financial Planners and their clients. Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters. Liaise wit...

2 months ago seen See more...

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