Current jobs related to Financial Support Administrator - Plymouth, Plymouth - Cathedral Appointments | South West Recruitment

  • Financial Planning Assistant

    1 week ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a key member of the wealth management team, you will work closely with Financial Advisers to provide support and undertake needs analysis work.Key Responsibilities:Providing administrative support to Financial...

  • Financial Planning Assistant

    1 week ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning AssistantCapio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a key member of the wealth management team, you will work closely with Financial Advisers to provide support and undertake needs analysis work.Key Responsibilities:Providing administrative support to Financial...

  • Financial Planning Assistant

    2 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Assistant **About the Role** We are seeking a highly skilled Financial Planning Assistant to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their...

  • Financial Planning Assistant

    2 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Financial Planning Assistant **About the Role** We are seeking a highly skilled Financial Planning Assistant to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their...

  • Financial Services Coordinator

    3 weeks ago

    Plymouth, Plymouth, United Kingdom Continuum (Financial Services) LLP Full time

    Job DescriptionWe are proud of the company culture we have built in making sure that we deliver to our clients, our staff, and our partners, which has created an exciting high-performance growth business that is now in the Top 50 Financial Advisory businesses in the UK.Our Company CultureWe focus on collaborative teamwork and development, which means that...

  • Paraplanner - Financial Planning Specialist

    2 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results to our clients. As a key member of our team, you will have the opportunity to work closely with our experienced financial planners to provide...

  • Paraplanner - Financial Planning Specialist

    2 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, dedicated to delivering exceptional results to our clients. As a key member of our team, you will have the opportunity to work closely with our experienced financial planners to provide...

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, offering bespoke advice to a diverse client base. We prioritize building strong relationships with our clients, delivering a high level of service to each individual. As a key member of...

  • Paraplanner - Financial Planning Specialist

    3 weeks ago

    Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Paraplanner Location: Salary: £30,000 - £40,000 About the Company: Capio Recruitment Financial Planning is a leading provider of financial planning services, offering bespoke advice to a diverse client base. We prioritize building strong relationships with our clients, delivering a high level of service to each individual. As a key member of...

  • Financial Aid Administrator

    3 days ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Administrator to join our team at the University System of New Hampshire. As a key member of our financial aid team, you will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid programs.Key...

  • Financial Aid Administrator

    3 days ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Administrator to join our team at the University System of New Hampshire. As a key member of our financial aid team, you will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid programs.Key...

  • Financial Aid Administrator

    1 day ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Administrator to join our team at the University System of New Hampshire. As a key member of our financial aid team, you will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid programs.Key...

  • Financial Aid Administrator

    1 day ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Aid Administrator to join our team at the University System of New Hampshire. As a key member of our financial aid team, you will be responsible for reviewing financial aid applications, performing need analysis, and determining eligibility for financial aid programs.Key...

  • Financial Aid Administrator

    3 weeks ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryThe University System of New Hampshire is seeking a highly skilled Financial Aid Administrator to join our team. As a key member of our financial aid team, you will be responsible for assisting in the administration of the financial aid program by reviewing financial aid applications, performing need analysis, determining eligibility, and awarding...

  • Financial Aid Administrator

    2 weeks ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryThe University System of New Hampshire is seeking a highly skilled Financial Aid Administrator to join our team. As a key member of our financial aid department, you will be responsible for assisting in the administration of the financial aid program by reviewing financial aid applications, performing need analysis, determining eligibility, and...

  • Financial Aid Administrator

    2 weeks ago

    Plymouth, Plymouth, United Kingdom University System of NH Full time

    Job SummaryThe University System of New Hampshire is seeking a highly skilled Financial Aid Administrator to join our team. As a key member of our financial aid department, you will be responsible for assisting in the administration of the financial aid program by reviewing financial aid applications, performing need analysis, determining eligibility, and...

  • Financial Administrator and Credit Controller

    4 days ago

    Plymouth, Plymouth, United Kingdom MECAL Ltd Full time

    Financial Administrator and Credit ControllerMECAL Ltd is seeking a highly skilled Financial Administrator and Credit Controller to join our team in Plymouth. As a key member of our finance team, you will play a critical role in the financial operations of the company.Key Responsibilities:Manage day-to-day financial transactions, including accounts payable...

  • Financial Administrator and Credit Controller

    4 days ago

    Plymouth, Plymouth, United Kingdom MECAL Ltd Full time

    Financial Administrator and Credit ControllerMECAL Ltd is seeking a highly skilled Financial Administrator and Credit Controller to join our team in Plymouth. As a key member of our finance team, you will play a critical role in the financial operations of the company.Key Responsibilities:Manage day-to-day financial transactions, including accounts payable...

  • Financial Administrator and Credit Controller

    2 days ago

    Plymouth, Plymouth, United Kingdom MECAL Ltd Full time

    Financial Administrator and Credit ControllerMECAL Ltd is seeking a highly skilled Financial Administrator and Credit Controller to join our team in Plymouth. As a key member of our finance team, you will play a critical role in the financial operations of the company.Key Responsibilities:Manage day-to-day financial transactions, including accounts payable...

  • Financial Administrator and Credit Controller

    2 days ago

    Plymouth, Plymouth, United Kingdom MECAL Ltd Full time

    Financial Administrator and Credit ControllerMECAL Ltd is seeking a highly skilled Financial Administrator and Credit Controller to join our team in Plymouth. As a key member of our finance team, you will play a critical role in the financial operations of the company.Key Responsibilities:Manage day-to-day financial transactions, including accounts payable...

Financial Support Administrator

3 months ago

Plymouth, Plymouth, United Kingdom Cathedral Appointments | South West Recruitment Full time £30,000

Salary up to £30k DOE | Plymouth | Office Based

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.

Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.

Your responsibilities as a Financial Support Administrator:

  • Assisting with the reconciliation of Commission and Fee Statements
  • Maintaining and reconciling Excel cashbooks
  • Sage bookkeeping
  • Accurately updating and maintaining information on back-office systems, including policy valuation data
  • Responsible for property/office-related issues
Skills, Qualifications and Experience of the Financial Support Administrator
  • Experience of working in a similar role in Financial Services
  • Highly effective time management and organisational skills
  • Excellent communication and interpersonal skills (verbal and written)
  • Excellent IT skills and familiarity with Microsoft Office
  • Good literacy and numeracy skills
Your benefits:
  • Competitive salary DOE
  • Company Pension Scheme
  • 21 days holiday plus bank holidays, rising by 1 day per year for each year of service up to a max of 25 days
  • Option to buy or sell 5 days holiday per year
  • Friendly and supportive working environment
Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruitment Consultant: Joanne Howell

Ref: 10412