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SENIOR FINANCIAL SERVICES ADMINISTRATOR

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....

CompanyRecruit Uk
AddressWest Midlands, England
CategoryAdministrative
Salary£28,000 - £35,000 per annum
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

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....

2 weeks 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...

a month ago seen See more...

Senior Financial Services Administrator

Time Appointments Ltd

Suffolk, England

Salary negotiable

Time Appointments are proud to be working on behalf of a prestigious client who are looking for an experienced individual from a IFA/Senior Financial Services background to progress their career and further develop their skillset...

2 months ago seen See more...

Senior Financial Services Administrator

Time Appointments

Ipswich, Suffolk

Negotiable

Duties & Responsibilities: Drafting suitability report Ensuring correct completion of all necessary documents Dealing with pension queries Provide support to senior staf Supporting Financial AdvisorsThe ideal candidate will a...

2 months 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...

2 weeks ago seen See more...

Financial Services Administrator

Lime People Search & Select Ltd

Chester, Cheshire

£23,000 - £28,000/annum £23-28k +bens

New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone a...

2 weeks ago seen See more...

Financial Services Administrator

Recruit Uk

Marlborough, Wiltshire

£24,000 - £28,000 Annual

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 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...

2 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...

2 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...

2 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...

2 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

Ortus Psr

Suffolk, England

£25,000 - £30,000 Annual

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...

3 weeks ago seen See more...

Financial Services Administrator

Recruit Uk

Huddersfield, West Yorkshire

£24,000 - £28,000 Annual

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...

Office Support Administrator - Financial Services

Oval Recruit

Swindon, Wiltshire

£22,000 - £25,000 Annual

Provide full administrative support to consultants, directors and the administration manager. Ensure systems are updated, correspondence is correctly produced and internal spreadsheets are maintained. Help consultants manage their...

2 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...

3 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...

3 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...

3 weeks ago seen See more...

Financial Services Administrator

Pertemps Bristol Commercial

Weston-super-Mare, Somerset

£25,000 - £30,000/annum

The RoleOur professional services client is looking for a Financial Planning Administrator to join their team in Weston-Super-Mare.You will be joining a supportive and collaborative team, with flexible hybrid working on offer.The...

3 weeks ago seen See more...

Financial Administrator to Senior Financial Administrator - London - £35k - 40k (DOE) - Hybrid

Financial Divisions

South East

£35,000 - £40,000 per annum

Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications wi...

3 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...

3 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...

3 weeks ago seen See more...

Corporate Receptionist - Front of House Administrator - Financial Services

Gibbs Hybrid

London, England

£40,000 - £45,000 Annual

Manage conference room calendars and guest space assignments via internal scheduling system and register guests with building reception. Hospitably greet guests by offering refreshments, hanging up jackets or storing items and esc...

3 weeks 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...

3 weeks ago seen See more...

Financial Planning / Advice - Senior Administrator / PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 Annual

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks 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...

4 weeks ago seen See more...

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