Financial Services Administrator

We are working with a growing wealth management firm based in Shrewsbury to recruit a Financial Services Administrator to join their Client Services team. Client Details A successful financial planning firm that has been servicing clients in Shropshire and beyond for almost 30 years, has built a strong reputation for excellent financial advice with a top...

We are seeking a highly skilled Financial Services Administrator to join our team at NJR Recruitment.Key Responsibilities:Utilise client data for illustrationsProcess new businessPrepare letters of authority for client policy informationAnswer calls and deal with clients and third-party queriesProduce quotationsManage task lists and prioritise workload...

About UsA leading firm of Wealth Managers in the UK is seeking a skilled Financial Planning Administrator to join their team. As part of their office in Shrewsbury, the successful candidate will form a crucial part of the financial services team, providing direct administration support to a Financial Planner.The role will involve preparing pre-meeting...

A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development. This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions,...

A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development. This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions,...

A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions,...

About UsA Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions,...

About UsA Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development.This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions,...

About Us A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development. This role will work directly for a Financial Planner who advises Clients on all aspects of...

About UsA Financial Services Support Specialist is required to work for our Clients offices based in Shrewsbury, forming part of one of the largest firms of Wealth Managers in the UK. Our Client offers first-class training, support, and ongoing career development.This role will work directly for a Financial Planner who advises Clients on all aspects of...

**IFA/Financial Advisers Administrator** **Kingsland Wealth Management** **Shrewsbury - office based** **£20,000 - £28,000 depending on experience** **The role** We are seeking a highly motivated and experienced administrator to join our team. As an Administrator, you will be working with the Client Services Manager, assisting them with tasks to...

Role OverviewNJR Recruitment is seeking an experienced Administrator to join a reputable Independent firm of Chartered Financial Planners. In this role, you will work closely with consultants to process Pension & Investment applications, utilizing your technical skills and knowledge of financial services.Key ResponsibilitiesProcess and manage Pension &...

Job Description: Client Services CoordinatorIn this exciting role, you will work closely with financial advisors to deliver exceptional client service and support. Your primary responsibilities will include:Providing timely and accurate administration support to financial plannersEnsuring seamless communication between clients, financial advisors, and...

About Us A Financial Services Administrator is required to work for our Clients offices based in Shrewsbury, Forming part of one of the largest firms of Wealth Managers in the UK, our Client offer first class training, support and ongoing career development. This role will work directly for a Financial Planner who advises Clients on all aspects of...

We are seeking a meticulous and detail-oriented Senior Financial Administrator to join our finance team at Farmsure Underwriters Ltd. The successful candidate will be responsible for managing the credit control process, ensuring timely collection of outstanding debts, and maintaining accurate financial records.This role is crucial in supporting the company's...

Our business provides financial planning advice to a range of clients across the UK. We are looking for an enthusiastic and confident individual, with excellent written and verbal communication skills, superb organisational abilities and a proven track record of customer satisfaction, to expand on our highly successful team. We are comfortably situated in a...

Job OverviewNJR Recruitment is seeking a highly organised and detail-focused Senior Financial Services Coordinator to join their team. As an Administrator to Senior IFA, you will be responsible for supporting the consultants in processing Pension & Investment applications.About the RoleThis is a fantastic opportunity to work with a dynamic team in a...

Rybrook Shrewsbury is looking for a Service Administrator. **Your role** You will be responsible for: - Supporting the Service Advisors - Preparing job cards - Liaising with service advisors and other internal departments **Your profile** You should have the ability to use their initiative and believe in the value of excellence **Job Types**:...

Customer Service Administrator - Permanent - Shrewsbury L & C Consulting are working with a Shrewsbury based concern to recruit for a new Customer Service Administrator to join their small, existing customer service team on a permanent basis. Based in modern offices, this role will suit a confident, professional applicant with a strong customer focus and an...

Established in 1985, Security Wise Ltd are a thriving and ambitious electronic fire and security company. We are looking for a full time **Service Administrator** to support our busy Service Department. This excellent opportunity will suit someone who is a good team player and ideally have experience of giving good customer service, have a friendly and...