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FINANCIAL SERVICES ADMINISTRATOR - WITNEY OXFORDSHIRE

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...

CompanyReed Insurance
AddressOxfordshire, England
CategoryAdministrative
SalarySalary negotiable
Job typePermanent, full-time
Date Posted 4 weeks ago See detail

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...

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...

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...

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...

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...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

Senior IFA Administrator/Junior Paraplanner

Reed Insurance

Dorset, England

£27,000 - £31,000 per annum, inc benefits

Previous experience within Financial Services, ideally as an IFA Administrator or Junior Paraplanner. Excellent customer service, time management and prioritisation skills. A natural resilience allowing them to cope with a challen...

Senior IFA Administrator

Reed Insurance

Nottinghamshire, England

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

Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to: Assist with preparation of existing client...

Financial Advisor Diploma Qualified - Cambridge : GREAT OPTION

Reed Insurance

Cambridgeshire, England

Salary negotiable

Location: Home/Field Work, CAMBRIDGE Area linked to my role. The base salary on offer is 45,000 - 60,000, with OTE of 100,000 and the benefits below are excellent.. IN ADDITION: - Company car, mobile phone, and laptop all provi...

Senior IFA Administrator

Reed Insurance

Nottinghamshire, England

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

Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to: Assist with preparation of existing client...

Ifa Client Support - hybrid after training

Reed Insurance

Devon, England

£25,000 - £32,000 per annum, inc benefits

Up to 32,000 depending on experience. Discretionary annual bonus with opportunity to earn up to 5% of basic salary, based on Company performance. Pension: Employer contribution of 5% with salary sacrifice for Employee contributio...

Senior IFA Administrator

Reed Insurance

Nottinghamshire, England

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

Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to: Assist with preparation of existing client...

Senior IFA Administrator

Reed Insurance

Essex, England

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

Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to: Assist with preparation of existing client...

Senior IFA Administrator

Reed Insurance

Essex, England

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

Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to: Assist with preparation of existing client...

Financial Advisor

Reed Insurance

Clwyd

£45,000 - £60,000 per annum, inc benefits

Analyse, identify, and evaluate customers personal, business, and financial situation through comprehensive Fact Finding. Educate, support, and guide Agents and their staff to promote the financial planning proposition and distri...

Risk And Compliance - 2 days in office / 3 days at home

Reed Insurance

Gwent

£40,000 - £50,000 per annum, inc benefits

Location: Governance, Risk and Compliance Department. Salary: Competitive. Job Type: Full-time. Lead second line oversight for operational risk (excluding IT Risk), assessing the validity, completeness, and appropriateness of oper...

Business Manager

Reed Insurance

West Yorkshire, England

£45,000 - £60,000 per annum, inc benefits

Managing staff training and ongoing development, HR queries and policies, resourcing levels. Managing the companys compliance and regulatory obligations. Co-ordinating working groups, project managing the implementation of agreed...

Contracts Customer Advisor - 2 days in the office - Financial Services

Reed Insurance

Wiltshire, England

£28,000 - £38,000 per annum, inc benefits

Provide technical advice face-to-face, in writing, and verbally to new and existing ARs and Partners. Present information and updates to Partners/Advisers and within the business as required. Manage relationships with Key Account...

Senior Technical Analyst Pensions

Reed Insurance

Gloucestershire, England

Salary negotiable

Keep up to date with regulatory and market developments that affect pension administration. Liaise with business stakeholders to ensure that the implications of regulatory change affecting pension administration are understood and...

Financial Planner - experienced or trainees considered

Reed Insurance

Somerset, England

£35,000 - £50,000 per annum, inc benefits

Job Type: Full-time. Location: Office-based in either Exeter or Bath - after embeddingin period hynrid working available. Salary: Competitive plus bonus. Service and review existing clients using a tiered client segregation syst...

Financial Advisor

Reed Insurance

Hampshire, England

£36,000 - £41,000 per annum, inc benefits

Reed Specialist Recruitment are proud to be representing a boutique IFA firm, who are looking for driven and motivated Financial Advisers to join their team remotely, on an employed basis. Our client is a well established IFA prac...

Mortgage Administrator - Ipswich - Salary £29,000 NEW JOB

Reed Insurance

Suffolk, England

£29,000 per annum, inc benefits

Liaising with Solicitors, lenders and third parties, ensuring the smooth progression of the case. Attention to detail, updating client records, keeping borrower information up to date. Dealing with enquiries from third parties and...

Financial Advisor

Reed Insurance

Surrey, England

£36,000 - £41,000 per annum, inc benefits

Reed Specialist Recruitment are proud to be representing a boutique IFA firm, who are looking for driven and motivated Financial Advisers to join their team remotely, on an employed basis. Our client is a well established IFA prac...

Financial Advisor

Reed Insurance

Dorset, England

£36,000 - £41,000 per annum, inc benefits

Reed Specialist Recruitment are proud to be representing a boutique IFA firm, who are looking for driven and motivated Financial Advisers to join their team remotely, on an employed basis. Our client is a well established IFA prac...

Commercial Underwriter

Reed Insurance

London, England

£35,000 - £45,000 per annum, inc benefits

Job Type: Full-time. Location: City Of London. Provide brokers with timely renewal invites for various products including RPO, CPO, Retail, Pubs, Restaurants, Hotels, Contractors, Tradesman, and Commercial Combined. Address renew...

Financial Planning Administrator

Reed Insurance

Midlothian, Scotland

£25,000 - £29,000 per annum, inc benefits

Provide1:1 Business Supportto an Adviser, managing diaries and preparing meeting packs. Take charge ofClient Management, from welcoming new clients to ensuring ongoing satisfaction for their existing clientele. Handle all neces...

Paraplanner

Reed Insurance

Surrey, England

£28,000 - £33,000 per annum, inc benefits

Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular comm...

Paraplanner

Reed Insurance

Surrey, England

£28,000 - £33,000 per annum, inc benefits

Provide technical, research and admin support to the advisers. Submit new business and follow up pipeline through to issue. Maintain high documentation standards in line with company and statutory compliance. Maintain regular comm...