Permanent Financial Administrator jobs in East Midlands

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FINANCIAL ADMINISTRATOR

Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. Prepare documentation for meetings, set up client records and gather existing plan information. Accurately maintain all client records with any act...

CompanyParadigm Employment Services Ltd
AddressLincolnshire, England
CategoryAdministrative
Salary£24,000 per annum, negotiable
Job typePermanent, full-time
Date Posted 2 months ago See detail

Financial Administrator

Paradigm Employment Services Ltd

Lincolnshire, England

£24,000 per annum, negotiable

Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. Prepare documentation for meetings, set up client records and gather existing plan information. Accurately maintain all client records with any act...

Financial Administrator

Bupa

Scunthorpe, Lincolnshire

Using bespoke software to raise invoices, process income including cash allocation, complete banking and take appropriate action in relation to debt management. Liaising with Local and Health Authorities to ensure appropriate info...

Financial Administrator

Outcomes First Group

Oakham, Rutland

£11,960 a year

Raise purchase orders as required, check suppliers invoices and receipt goods and services on the Purchase System, and forward to the Accounts Payable team for settlement. Deal with incoming enquiries from suppliers, provide adv...

Financial Planning Administrator - Hybrid Working

Brevere Group

Nottingham, Nottinghamshire

£26,000 - £31,000 Annual

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

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...

Financial Planning Administrator - Hybrid Working

Brevere Group

Nottingham, Nottinghamshire

26000.00 - 31000.00 GBP Annual

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

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 Planning Administrator

Njr Recruitment

Nottingham, Nottinghamshire

£25,000 - £28,000 Annual

Responsible for client servicing and the preparation of new business and client review packs for meetings. Obtaining accurate client portfolio valuations and production of valuation statements. Preparation of paperwork for clients...

Senior Financial Planning Administrator

Mbf.

Mansfield, Nottinghamshire

£28,000 - £35,000 Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

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...

Financial Services Administrator, Mansfield (BW-2040)

Clever-Hr

Nottinghamshire, 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...