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ENTRY LEVEL FINANCIAL SERVICES ADMINISTRATOR

As the Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and mortgages. You will be working on Intelligent office and a variety o...

CompanyAppointed Ltd
AddressDorset, England
CategoryAdministrative
Salary£20,000 - £23,000 per annum
Job typePermanent, full-time or part-time
Date Posted 19 hours ago See detail

Entry Level Financial Services Administrator New

Appointed Ltd

Dorset, England

£20,000 - £23,000 per annum

As the Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and mortgages. You will be working on Intelligent office and a variety o...

19 hours ago seen See more...

Financial Services Administrator New

Tirebuck Recruitment

West Midlands, England

£30,000 - £35,000 per annum

Conduct research and analysis to support clients and advisers in understanding their requirements. Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files a...

20 hours ago seen See more...

Senior Financial Services Administrator New

Heat Recruitment

Worcestershire, England

28 days holiday, plus bank holidays. Flexible hybrid working - up to 4 days from home. 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 serv...

21 hours ago seen See more...

Financial Services Administrator New

Premier Jobs Uk Limited

Tyne And Wear

£26,000 - £32,000 per annum, inc benefits

Processing and chasing new business. Obtaining illustrations, projections and valuations. Answering and assisting with client queries. Accurately update and maintain information on their back office system. Prepare documents for s...

21 hours ago seen

Financial Services Administrator

Meraki Talent Limited

Somerset, England

Proven work experience in a Financial Services Administrator role (at least 1 year). An ambition to obtain qualifications relevant to the role. Have excellent communication skills. Full right to work in the UK as sponsorship is no...

yesterday seen See more...

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...

4 days ago seen See more...

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...

4 days ago seen See more...

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...

4 days ago seen See more...

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...

2 weeks ago seen See more...

Pension & Employee Benefits Administrator Financial Services New

Ernest Gordon Recruitment Limited

Kent, England

£25,000 - £30,000 per annum

Processing of client, provider and adviser queries by email, letter and phone. Maintain the company database. Processing Letters of Authority from clients. Processing of Group Personal Pension monthly contributions. Communicate wi...

20 hours ago seen See more...

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...

2 weeks ago seen See more...

Customer Service Administrator New

Morson Talent

Kent, England

To safely and effectively schedule staff (direct and contractors) for the South East Region.Achieve full utilisation of the resources and updating scheduling tools.Operate work management tools (SAP and SAP CRM) and PC systems to...

just now 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...

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...

a month 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...

a month 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...

a month 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...

a month 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...

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...

2 months 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...

2 months 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...

2 months 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...

2 months 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...

2 months ago seen See more...

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