Financial Services Admin
1 week ago
Are you looking to progress in your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset in a varied and fast-paced role?Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for multiple Client Services Administrators to join their friendly team.
As a CSA you will be responsible for providing excellent support to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner.
Situated within Operations you could be working within several teams including transfer ins, transfer outs, investment admin, and tax.The role offers hybrid working with 2 days in the office and 3 from home as well as the opportunity to increase your salary through regular performance-based reviews.
DAY TO DAY:
- Providing a high level of customer service to IFAs and clients ensuring any queries and requests are dealt with
- Handling and resolving complaints from clients in a timely and professional manner
- Processing New Investments accurately
- Helping out with administrative aspects of the platform across multiple product wrappers
- Ensuring all application processes are accurate and complete, meeting daily deadlines
- Liaising with relevant parties to chase outstanding documentation e.g. banks and building societies
- Data cleansing of systems and client databases as and when required
- Previous experience in Financial Services or a similar regulated environment is desirable
- Excellent customer-facing and customer service abilities
- Good accuracy and attention to detail
- Demonstrable interest in economics and financial services
- Highly organised with great communication skills
IT LiterateAND FOR YOU:
- Competitive salary
- Hybrid working arrangements
- Regular performance-based reviews with the opportunity to boost salary
- 34 days annual leave (including bank holidays) + opportunity to buy/sell 5 additional days
- Gym membership
- Generous pension
- Bonus for employees
- Discounts on season tickets for train
- Full training is provided and study support can be provided for formal qualifications. Additionally, all roles are promoted internally allowing opportunities for development and progression within the businessIf this sounds like the role for you, then please click apply now.
-
Customer Service Admin
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeAre you passionate about Customer Service and believe in putting the customer at the heart?Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well?Working hours are Monday-Friday 8.30am-5pm and this is for a 9 month FTC.About usWe're Novia. An award-winning...
-
Head of Client Services Administration
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeAbout usWe're an award-winning financial technology company based in the heart of beautiful Bath. We provide Financial Advisers with the technology, trading capabilities and service to help deliver great customer outcomes to their clients.We're determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management and are...
-
Ed Admin Team Leader
1 week ago
Bath, Bath and North East Somerset, United Kingdom Royal United Hospitals Bath NHS Foundation Trust Full timeWe are a close team looking to appoint an enthusiastic and committed individual to provide an effective and efficient clerical and administrative support to a team of Reception Staff.The role will involve the co-ordination and implementation of office procedures and will require a high degree of organisational skills and excellent working knowledge of...
-
Weighbridge Admin Assistant
1 week ago
Bath, Bath and North East Somerset, United Kingdom Colbern Limited Full timeNCDWeighbridge Admin OfficerBathContract to 15.45£11.59 per hourOur client is looking for a Weighbridge Admin Officer to work in their Bath Weighbridge transfer station it is an operational depot and the working hours are 7.30am to 3.45pm.To operate in the public weighbridge, reconciliation of statistics, managing the handling of card payments, working...
-
Client Services Administration Team Leader
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeThe role holder will manage the day-to-day work requirements of the team in relation to administrationand the service delivery to advisers and end clients, and ensure the work needed to be processed by theteam is carried out to the highest standard and within the specified service level agreements.You will be responsible for the investigation and resolution...
-
Financial Services Administrator
1 week ago
Bath, Bath and North East Somerset, United Kingdom CleverHR Full timeA great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must Full training will be provided and this is an office-based role Financial Services Administrator - The...
-
Financial Services Litigation Solicitor
1 week ago
Bath, Bath and North East Somerset, United Kingdom The Legists Full timeFINANCIAL SERVICES LITIGATION SOLICITOR BRILLIANT FIRMAn opportunity with huge potential in Financial Services Litigation at a super firm in Somerset. Financial Services Litigation Solicitor / Senior Associate - (min 5 PQE) An opportunity with hugepotential for a mid to senior-level Solicitor with experience in financial services litigation at a high-ranking...
-
HR Admin Team Leader
1 week ago
Bath, Bath and North East Somerset, United Kingdom Bath Spa University Full timeDescription:We are currently seeking an enthusiastic, dedicated HR Admin Team Leader to join our busy operational HR team at Bath Spa University.About the Role:Under the leadership of the HR Operations Manager, you will take responsibility for the line management and daily coordination of the HR Admin Team, to ensure a high quality and efficient HR...
-
Implementation Executive
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeImplementation ExecutiveDepartment: Client Services, Novia FinancialReports to: Implementation ManagerMain Location: Cambridge House, Henry Street, BathAbout UsWe're an award-winning financial technology company based in the heart of beautiful Bath. We provideFinancial Advisers with the technology, trading capabilities and service to help deliver great...
-
Financial Services Team Leader
1 week ago
Bath, Bath and North East Somerset, United Kingdom MB Fitzgerald Full timeWe have a fantastic opportunity for a Senior IFA Administrator or a Team Leader to join a well-respected, national firm of Financial Planners. Our client is well known across the UK with a particularly strong presence in the South West, they are fully independent and have won multiple industry awards.They are now looking to recruit a Team Leader to...
-
Project Admin Assistant
1 week ago
Bath, Bath and North East Somerset, United Kingdom BuroHappold Engineering Full timeAre you a Project Coordinator looking to grow your expertise on projects across the world? Buro Happold is looking to recruit a Project Admin Assistant to join our Project Leadership team in our global headquarters in Bath. The role comes with an attractive salary and benefits package.: Type of contract Permanent Grade Administration Area of Expertise Cities...
-
Systems Engineer
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeAbout usWe're an award-winning financial technology company based in the heart of beautiful Bath. We provide Financial Advisers with the technology, trading capabilities and service to help deliver great customer outcomes to their clients.We're determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management and are...
-
Financial Advisor
1 week ago
Bath, Bath and North East Somerset, United Kingdom Ramsay & White LTD Full timeFinancial AdviserRamsay & White Wealth Management is a leading financial planning firm based in Bath. We are currently seeking a Financial Adviser to join our team, with a focus on providing expert advice on pensions, investments, and retirement planning to our clients.Responsibilities: Provide tailored financial advice and solutions to clients in a...
-
Investments Administrator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeThe purpose of this position is to assist the Investments team in their business-critical daily responsibilities.A mixture of operational and regulatory focus provides a varied and interesting role for someone who hasexperience in this area, or for an ambitious and talented individual who wants to progress in this direction.timescales and to the highest...
-
Project Operations Admin Assistant
1 week ago
Bath, Bath and North East Somerset, United Kingdom BuroHappold Engineering Full timeDue to maternity leave Buro Happold has an exciting opportunity for a Project Operations Admin Assistant to join their team on a 9-month contract. The purpose of the role is to provide administrative support to the operations team as directed by the Lead Project Operations Manager and Project Operations Managers.:This role is based in Bath and provides the...
-
Service Desk Manager
1 week ago
Bath, Bath and North East Somerset, United Kingdom White Horse Employment Full timeWhite Horse Employment is pleased to be supporting a leading international healthcare client. The role will be supporting the service desk alongside the service desk team leads who manage the engineers/field engineer and IT admins. The role will be very people-focused and you will act as the main conduit between the service desk and other service management...
-
Bath, Bath and North East Somerset, United Kingdom CleverHR Full timeEmployee Benefits Client Services Administrator, (BW-2041) Employee Benefits Client Services Administrator Location: Bath or Gloucester Hybrid Working This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team – and they recognise...
-
Graduate Financial Administrator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK Full timeJob Title: Graduate Financial Administrator Industry: Financial Services Location: Bath Salary: Up to £23,000 Job Ref: 9060 Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on a Graduate Financial Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or...
-
Financial Crime Analyst
1 week ago
Bath, Bath and North East Somerset, United Kingdom Deerfoot I.T. Resources Ltd Full time £50,000Award winning Wealth management client is looking for a Financial Crime Analyst, and the hybrid role with 2 days in Bath, comes with a salary of up to GBP50,000 p/a and excellent benefits (bonus, 34 days holiday, 7% pension, life assurance, private medical, encouraged professional development) In your first few weeks in this Financial Crime Analyst role,...
-
Platform Administrator
1 week ago
Bath, Bath and North East Somerset, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionOur client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support with...