Current jobs related to Financial Services Administrator - Leicester - North Oak Recruitment
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Financial Services Administrator
5 days ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeExciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...
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Financial Services Administrator
5 days ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeExciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...
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Financial Services Coordinator
1 week ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJunior Paraplanner / IFA AdministratorA rare opportunity exists for an experienced Financial Services professional to join Robinson Financial Careers as a Junior Paraplanner / IFA Administrator at their office.About the RoleWe are seeking a highly organized and self-motivated individual to support our team in providing exceptional client service and...
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Financial Services Coordinator
1 week ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJunior Paraplanner / IFA AdministratorA rare opportunity exists for an experienced Financial Services professional to join Robinson Financial Careers as a Junior Paraplanner / IFA Administrator at their office.About the RoleWe are seeking a highly organized and self-motivated individual to support our team in providing exceptional client service and...
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Junior Financial Services Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJob Opportunity at Robinson Financial CareersWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office.About the RoleThis is a rare opportunity for a motivated and organized individual to develop a rewarding career in financial services, working towards DipFS status.Key...
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Junior Financial Services Coordinator
2 weeks ago
Leicester, Leicester, United Kingdom Robinson Financial Careers Full timeJob Opportunity at Robinson Financial CareersWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office.About the RoleThis is a rare opportunity for a motivated and organized individual to develop a rewarding career in financial services, working towards DipFS status.Key...
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Financial Services Administrator
4 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial Services and Markets Act 2000 and...
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Financial Services Administrator
4 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial Services and Markets Act 2000 and...
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Financial Services Administrator
2 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Opportunity: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial...
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Financial Services Administrator
2 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Opportunity: IFA AdministratorWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Medlock Partners. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and paraplanners.Key Responsibilities:Ensure compliance with the Financial...
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Financial Services Administrator
1 day ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Title: Administrator for Independent Financial AdvisersJob Summary:We are seeking an experienced Administrator to join our team of Independent Financial Advisers in Leicestershire. As a key member of our administration team, you will be responsible for providing high-quality administrative support to our Financial Planners and Paraplanners.Key...
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Financial Services Administrator
1 day ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob Title: Administrator for Independent Financial AdvisersJob Summary:We are seeking an experienced Administrator to join our team of Independent Financial Advisers in Leicestershire. As a key member of our administration team, you will be responsible for providing high-quality administrative support to our Financial Planners and Paraplanners.Key...
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Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Medlock Partners. As a key member of our organization, you will play a crucial role in supporting our Financial Planners and Paraplanners in delivering exceptional client service.Key ResponsibilitiesEnsure compliance with the Financial...
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Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Medlock Partners. As a key member of our organization, you will play a crucial role in supporting our Financial Planners and Paraplanners in delivering exceptional client service.Key ResponsibilitiesEnsure compliance with the Financial...
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Financial Services Administrator
1 week ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
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Financial Services Administrator
7 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
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Financial Services Administrator
5 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
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Financial Services Administrator
5 days ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeIFA Administrator OpportunityMedlock Partners is seeking an experienced IFA Administrator to join their team in Leicestershire. This is a hybrid working role with a salary up to £26,000 (dependent on experience) and a range of benefits including Death in Service, Social Events, Exam Funding, Bonus Scheme, Free on-site parking, and On-site Gym.As a highly...
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Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000**Job Summary**We are seeking an experienced Financial Services Administrator to join our team at Medlock Partners. As an IFA Administrator, you will play a crucial role in supporting our team of Paraplanners and Financial Planners in providing exceptional financial advice to our clients.Key Responsibilities:Comply with the Financial Services and Markets Act...
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Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full time £26,000**Job Summary**We are seeking an experienced Financial Services Administrator to join our team at Medlock Partners. As an IFA Administrator, you will play a crucial role in supporting our team of Paraplanners and Financial Planners in providing exceptional financial advice to our clients.Key Responsibilities:Comply with the Financial Services and Markets Act...
Financial Services Administrator
4 months ago
Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but are not limited to:
- Working closely with the consultants to support and ensure clients’ needs are met
- Preparation work for client meetings (including coordination of work required by other team members where applicable)
- Attending clients’ meetings, taking of meeting notes (on/off site)
- Coordinating action points from meetings and completing work required
- Responsible for communication with clients (phone calls/emails etc.)
- Researching and collation of information in relation to advice being given to clients
- Liaising with insurance companies on client queries
- Requesting illustrations required in respect of new and existing business
- Processing of new business and ensuring any administration work completed is compliant and completed within the procedures and policies
- Updating client records and ensuring that the systems, electronic folders and paper files are in good order
- Participation in projects which may require your assistance from time to time
- Have some level of experience of working within financial services
- Possess an understanding of financial services and SSAS/SIPP pension schemes but not essential.
- Have excellent customer service skills and attention to detail
- Be able to proactively manage client affairs in a prompt and efficient manner
- Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
- Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
- Be honest and resilient, with the ability to resolve issues sooner rather than later