915 services administrator jobs found

An exciting opportunity for an experienced Financial Services Administrator to be part of our client's team in an established and successful Financial Planning firm based in Coventry. They have a career opportunity for a self-motivated and commercially minded individual with a can-do attitude. The role is to provide administrative and highly technical support to advisers and senior managers and to provide the client with a positive professional experience. As a Financial Services Administrator the working hours will be: Monday to Thursday 8:30 am– 17.00 pm Friday 8:30 am– 13:30 pm Our clients are offering the successful Financial Services Administrator: £26,000 - £31,000 basic (depending on experience) Great career progression opportunities for a well-established firm Free Parking Bonuses paid in December 22 days holiday plus the ability to buy 5 more Financial Services Administrator requirements: Experience as a Financial Services...

Position: Credit Services Administrator Location: Luton/Hybrid About the Role: We are looking for a Credit Services Administrator to work on a Hybrid basis (2 days in our Luton office, 3 days remote). The role will ensure cash postings and allocations are done promptly as well as accurately. Swiftly and efficiently investigate queries and work with HO Colleagues to find resolutions. Key Responsibilities: Ensure bank statements are downloaded each morning relating to Impellam brands and posted into Topaz. Cash to be allocated against transactions outstanding on client's sales ledger, as per client remittances received or credit controller's request. Publishing daily cash updates to company workplace. Maintain accurate client records in Topaz & updating commentary relating to unallocated cash. Keep log of completed weekly sales ledger tasks to ensure everything has been covered. Make sure all Freshdesk email tickets are resolved within their SLA. Provide high...

Are you a recent graduate with a background in law, mathematics, economics, or a related field? Are you looking to kickstart your career in the dynamic world of financial services? Look no further! Our company is seeking enthusiastic and talented individuals to join our team as Graduate Financial Services Administrators. What we're looking for:  -Recent graduates with a degree in law, mathematics, economics, or a related field.   -A minimum of 5 GCSEs at a C grade or above, including Maths and English. -Strong analytical and problem-solving skills. -Excellent communication and interpersonal abilities. -Eagerness to learn and grow in the financial services industry. Why join us?   Competitive salary and benefits package.  Comprehensive training and development opportunities.  Exposure to a wide range of financial services functions.  Collaborative and supportive work environment.  Opportunities for career advancement. For more...

Brook Street Recruitment is delighted to working with our Belfast client - a Pension and Investment consultancy to recruit Financial Service Administrators from entry level to experiences As part of the team, you will offer unrivalled expert advice and dedication to clients. An excellent opportunity to work within a leading IFA, who are currently experiencing an exciting period of growth. Duties o Preparing client documentation in a timely fashion o Liaising with compliance o Meeting deadlines o Working closely with the Financial Planning Consultant, Paraplanners and other support staff covering a range of administration, business and operational activities o Regular client contact, including the management of client expectations o Provide proactive administrative support to a high standard o Effectively manage the scanning and filing process; ensuring all documentation and incoming post is filed accurately Criteria Experience working in an IFA environment Knowledge and...

We have an exciting opportunity to join our client based in Ipswich, as a Financial Services Administrator. Our client prides themselves on delivering an outstanding customer experience and supports their employees with continued learning and development. Key Responsibilities: * Processing of cash transfers in and out * Arrange transfers out processing * Provide data entry function and assist with record management processes * Liaise with the Front Office, third party companies and service teams Required Skills: * Previous office experience * Good standard of education * IT Literate * Ability to work independently * Confident, clear and accurate with all communication * Excellent team player * Able to maintain a high volume of work, striving for continual improvements * Positive attitude and great customer service Benefits: * Discretionary Company Bonus Scheme * Generous holiday entitlement + Bank Holidays * Pension * Private...

Client Services Administrator role working for one of WAs leading Financial Services Firms in West Perth. THE COMPANY Our client is one of the leading financial service firms in WA, established 40 years ago, it has grown to 80 staff and five divisions. The divisions range from Accounting, Tax and Business Consulting to Financial Advisory, Mortgage Lending to Personal Insurance and Superannuation (SMSF). This enables them to offer a wide range of services and a holistic and personalised approach… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Brook Street Recruitment is working with our Belfast client to recruit a new full time and permanent Financial Services Administrator role. You will collaborate with a team of Financial Planning Consultants, Paraplanners, Investment Managers, and other Financial Planning Support Staff. Your responsibilities may include managing new business applications, valuations, quotations, servicing existing business, database management, platform work, and external client and provider interactions. Our experienced team will provide comprehensive on-the-job training. After completing initial training, you will have the opportunity to pursue relevant professional qualifications. Main Duties and Responsibilities: In this role, you will provide comprehensive administrative support, ensuring efficient and effective client base administration. Your tasks will include: Acknowledging, vetting, and processing new business applications for all financial products Maintaining up-to-date and accurate...

Experienced Client Services professional looking to progress your career within a leading professional advisory firm? My client is a growing and dynamic accounting firm seeking an experienced Client Services Administrator to join their friendly team. Joining this firm will mean you will be working for a company that really values their employees which is shown through the level of commitment to supporting the career goals of their team and encouraging a work/life balance. Key responsibilities o… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Are you a practice experienced IFA Administrator looking for a new role in the sector. My client is one of the largest Financial Planning firms in the county of Norfolk, they currently have a vacancy for a Personal Assistant who will also act as a Financial Services Administrator with exposure to Paraplanning duties such as report writing and research (please note you do not need to have carried out paraplanning duties previously but this would be advantageous), assisting one of the Directors of the company; as such you must have experience of working in an IFA practice setting ideally working alongside or closely with a Financial Planner. Main purpose of the role This role is to support one of the company’s Directors, a qualified and experienced Financial Planner with a wealth of experience and knowledge as well as a large number of clients to service, this role will be to assist them in servicing their clients in the most efficient and professional way. This vacancy has...

Join Our Team as a Client Services Administrator in Edinburgh! Are you passionate about delivering exceptional service in the world of wealth management? We're seeking a dedicated Client Services Administrator to join our clients dynamic team based in Edinburgh. This is an opportunity to contribute your skills and expertise in a hybrid work environment, offering the flexibility of 2-3 days per week in the office. Key Responsibilities: Engage with clients professionally, handling inquiries and providing outstanding service to ensure client satisfaction. Collaborate with the wealth management team to support client portfolios and administrative tasks. Utilise your knowledge of financial services to assist in various operational aspects, ensuring compliance and efficiency. Requirements: Experience within wealth management or financial services is preferred. Alternatively, a degree in finance is highly valued. Strong organisational skills and attention to detail, crucial for...

Are you an experienced Financial Services Administrator looking to join a new, expanding team? Look no further as I have a brilliant opportunity to join a growing firm who offer great career progression opportunities! Benefits: * Ongoing professional development * Company healthcare scheme * Defined career path * Flexible working Responsibilities * Deliver first-class service to clients and provide regular communication on all stages of the advice process * Provide daily administrative support to the financial advisors * Responsible for the submission and collation of letters of authority and engage with providers to ensure timely completion * Oversee the client management system to deliver client review meetings in line with customer expectations * Present a positive image of the company to clients at all times * Provide effective and consistent communication between clients, team members and colleagues * Ensure client confidentiality is...

Experienced Client Services professional looking to progress your career within a leading professional advisory firm? My client is a growing and dynamic accounting firm seeking an experienced Client Services Administrator to join their friendly team. Joining this firm will mean you will be working for a company that really values their employees which is shown through the level of commitment to supporting the career goals of their team and encouraging a work/life balance. Key responsibilities o… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Experienced Client Services professional looking to progress your career within a leading professional advisory firm? My client is a growing and dynamic accounting firm seeking an experienced Client Services Administrator to join their friendly team. Joining this firm will mean you will be working for a company that really values their employees which is shown through the level of commitment to supporting the career goals of their team and encouraging a work/life balance. Key responsibilities o… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Clark James Recruitment are working with a leading Financial Services business in East Sussex. Due to continued growth our client are looking to recruit a Financial Services Administrator to join the business. Role * The role will involve preparation and maintenance of client files, research and preparation of recommendations as well as ongoing reviews, in line with company policy. It may also involve interaction with clients. * Undertake product and investment research. * Liaise with product providers and third parties to acquire information. * Use analytical software to review client's existing plans. * Obtain illustrations. * Update model portfolios on investment platforms. * Prepare clear, technically accurate and compliant suitability reports. * Prepare client reviews. * Prepare and maintain detailed compliant client files and records within agreed CRM system. * Record any client communication (written, oral or electronic). * Full time,...

My client, a well known specialist pensions organisation, currently seek an experienced pensions administrator to join their friendly team. This is a varied role and duties will include: * Providing client and administrative support to the pensions consultants * Preparing meeting papers for client consultations * Gathering client information including previous and existing schemes * Obtaining transfer value quotes from providers * Preparing and processing investment / property transaction paperwork * Ensuring that all transactions are compliant * Assisting with the preparation of reports for clients who are coming up to "at retirement" phase * Assist consultants with gathering information for annual client reviews Applicants must possess Pensions Administration experience from a Personal, GPP, DC, DB, SIPP or SSAS background. You will have a keen eye for detail, excellent communications skills and the ability to prioritise your work. It is also important...

My client is an Independent Financial Advisory firm who have been based in the Yorkshire areas for the last 40 years providing independent advice and access to a wide range of financial services and financial planning for a diverse range of private and business clients across Pensions, Investments, Estate Planning, Employee Benefits & PMI. We are urgently seeking a Corporate Services Administrator to join an existing team focused on providing day to day support to the Corporate Financial Planners of the business with the aim of delivering efficient services to the Corporate clients of the business. Specifically you'll be responsible for: To work within the team providing services in corporate clients connection with workplace pension schemes, group risk schemes (i.e. group life assurance, group income protection) and private medical insurance schemes / cash plans. To provide accurate and timely administrative support to group pension and employee benefit schemes ensuring...

Financial Services Administrator Leamington Spa Salary £25,000 - £30,000 dep on exp + benefits Our Ref AL1256 The Role My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team. The suitable candidate will join the back office support team dealing with all aspects of client support work i.e. preparation for client meeting including client valuation, providing all the necessary requirements to the paraplanning team to enable them to create a suitability report, dealing with ad-hoc client queries, working from meeting notes and dealing with advisers requests, processing business and moving funds (buys/sells/switches) on platforms, maintaining our client database, potentially report writing – a very varied role. Skills required: * The candidate is required to have a minimum of 2 years Financial Services experience, ideally within an IFA...

An excellent opportunity has arisen with a highly regarded Pensions Consultancy for a Junior Pensions Administrator to join their busy team.The role is varied and will involve learning how to administer occupational pension schemes. Daily duties will include: * liaison with pension scheme members * performing basic pension calculations and learning the technicalities of different schemes * updating databases * providing members and their advisor's with information * general administration duties. * You will be expected to continually develop and expand your product knowledge to enable you to perform more technical duties and take on more challenging tasks. Applicants must be educated to a minimum of A'level standard (or equivalent) with good numeracy and literacy ability. Strong organisation and administrative skills are imperative along with a steady work track record and a keen desire to develop a career in the financial services industry. The...

Retinue supports the success of small business, starting with the financial foundations. We provide tax compliance, bookkeeping, payroll and financial insights with 24/7 unlimited support, all for one fixed monthly fee. Our focus is on providing forward-looking analysis and forecasting that empowers small business owners to make better business decisions. Responsibilities As a Services Administrator, you will play a crucial role in welcoming new clients and supporting them through the onboardin… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

What you'll be doing Seeking a Client Services Administrator to join a leading Accounts & Advisory firm on a full time permanent basis. Based in Melbournes inner eastern suburbs, the successful candidate will be primarily responsible for managing the administrative workflow requirements, whilst liaising with our clients and supporting the wider busniness. This is a permanent opportunity working from the office full time. Key Responsibilities Receipt processing Accounts payable - processing / … In order to view more information on this job press the APPLY NOW button below and it will take you to the source website