Financial Services Administrator
4 weeks ago
A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm s Financial Consultants.
Key Duties & Responsibilities Include:
- Processing premium payments
- Answering the telephone, note and message taking, dealing with enquiries
- Creating new files.
- Maintaining accurate client and policy records through client management systems and associated IT solutions
- Liaising with third parties to obtain client valuations.
- Preparing illustrations for products, ready for advice team to present at client meetings.
- With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
- Liaising with product providers and head office to maintain up to date product knowledge.
- Ensuring that all compliance procedures are adhered to
Skills & Experience Required:
- 2 years minimum IFA Administration experience
- Driven, with a can-do attitude
- A high degree of accuracy and attention to deal
- Excellent organisational and planning skills with the ability to prioritise workloads
- Strong IT skills, including the use of MS Word, Excel & Outlook
- GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)
Benefits Include (subject to eligibility):
- Health & wellbeing programme
- Company events
- Additional leave
- Company pension
- Enhanced maternity and paternity leave
- Cycle to work scheme
- Life insurance
- Paid volunteer time
- Referral programme
- Hybrid working upon successful completion of a probationary period
-
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary:Financial Divisions is seeking a talented Junior Paraplanner to join our team. As a Junior Paraplanner, you will work closely with our experienced Advisers to provide end-to-end Paraplanning support, including attending client meetings, conducting product research, and preparing suitability reports.Key Responsibilities:Attend client meetings and...
-
Financial Services Coordinator
2 hours ago
Colchester, Essex, United Kingdom Time Appointments Full timeJob DescriptionTime Appointments is seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our financial services department.Key Responsibilities:Process premium payments and maintain accurate recordsProvide...
-
Financial Services Trainee
3 weeks ago
Colchester, Essex, United Kingdom TIME Appointments Ltd Full timeOverview: We are pleased to announce an opening for a Junior Financial Planner at TIME Appointments Ltd. This role presents an excellent opportunity for a motivated individual eager to establish a rewarding career in the Financial Services sector. Key Responsibilities:Delivering exceptional financial planning assistance to Financial Advisors while adhering...
-
Financial Administration Assistant
3 weeks ago
Colchester, Essex, United Kingdom Pure Resourcing Solutions Limited Full timeAbout the Role We are seeking a dedicated Financial Administration Assistant to become a vital part of our team at Pure Resourcing Solutions Limited. This position involves a variety of financial tasks aimed at supporting our operational goals. Key Responsibilities Monthly Account Preparation: Assist in the compilation of monthly financial statements...
-
Financial Services Support Specialist
3 weeks ago
Colchester, Essex, United Kingdom haart Full timeRole Overview: Finance Assistant Joining the haart family means becoming an integral part of one of the leading independent estate agencies in the UK. We are dedicated to fostering the growth of our team members and strive to cultivate a culture of ongoing development that empowers our staff to achieve their maximum potential. Our organization thrives on...
-
Administrative Assistant
1 day ago
Colchester, Essex, United Kingdom Antony James Recruitment Ltd Full time**About the Role**Antony James Recruitment Ltd is seeking a highly skilled and detail-oriented Financial Assistant to join our team. As a key member of our finance function, you will be responsible for managing and organizing financial data, ensuring accuracy and compliance with regulatory requirements.Main ResponsibilitiesManage and maintain financial...
-
Financial Planning Coordinator
2 days ago
Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full timeJob OpportunityWe are excited to have partnered with a well-established financial services firm, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial...
-
Financial Services Coordinator
6 days ago
Colchester, Essex, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our Financial Services team as a Financial Services Coordinator. This is an exciting opportunity to work in a dynamic and supportive environment, contributing to the smooth operation of our financial processes.Key ResponsibilitiesSupport the day-to-day management and ongoing...
-
Financial Services Coordinator
6 days ago
Colchester, Essex, United Kingdom East Suffolk and North Essex NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly motivated and organized individual to join our Financial Services team as a Financial Services Coordinator. This is an exciting opportunity to work in a dynamic and supportive environment, contributing to the smooth operation of our financial processes.Key ResponsibilitiesSupport the day-to-day management and ongoing...
-
Financial Services Advisor
4 days ago
Colchester, Essex, United Kingdom Spicerhaart Full timeExceptional Opportunity for a Mortgage and Protection SpecialistAbout the RoleSpicerhaart is seeking an experienced Mortgage and Protection Specialist to join our team in Colchester. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on mortgage and protection products.Key...
-
Financial Planning Specialist
1 day ago
Colchester, Essex, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Services Location: Colchester, Essex Salary: up to £65,000 Job Type: Full-time Recruit UK is working with a leading financial planning firm in Colchester to find a skilled Financial Adviser to join their team. The company is an independent financial services provider, serving clients across Essex and the...
-
Financial Services Leader
18 hours ago
Colchester, Essex, United Kingdom Waverlea Group Ltd Full timeJob Summary:We are seeking a highly experienced and qualified Senior Accountant to join our team at Waverlea Group Ltd. As a key member of our accounting practice, you will be responsible for providing expert financial guidance and leadership to our clients.Key Responsibilities:Recruit and manage a team of accountants to deliver high-quality financial...
-
Financial Planning Coordinator
3 weeks ago
Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full timePosition OverviewWe are pleased to collaborate with a reputable financial advisory firm, recognized for its client-focused philosophy and robust team dynamics. This organization fosters a highly supportive and cooperative work atmosphere, where every team member is appreciated and encouraged to develop their skills. An exciting opportunity has emerged to...
-
Financial Planning Coordinator
3 weeks ago
Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full timePosition OverviewWe are pleased to collaborate with a reputable financial advisory firm, recognized for its client-focused philosophy and robust team dynamics. This is an excellent opportunity to become part of a supportive and collaborative workplace where every team member is appreciated and encouraged to develop their skills as a Financial Planning...
-
Junior Financial Planner
3 weeks ago
Colchester, Essex, United Kingdom TIME Appointments Ltd Full timeAbout the Role: We are excited to announce an opening for a Junior Financial Planner at TIME Appointments Ltd. This role presents an excellent opportunity for a motivated individual eager to establish a rewarding career in the Financial Services sector. Key Responsibilities:Delivering exceptional financial planning assistance to Financial Advisors while...
-
Senior Financial Manager
19 hours ago
Colchester, Essex, United Kingdom Bertelsmann Full timeWe are seeking an experienced Senior Financial Manager to join our Rights Revenue team at Bertelsmann. The Rights Revenue team is responsible for ensuring that the financial clauses in our contracts with customers are accurately reflected in our accounting system and that we receive accurate royalty sales information. The team consists of 14 members,...
-
Customer Service Administrator
1 month ago
Colchester, Essex, United Kingdom LKA Recruitment Full timeCustomer Service Administrator (3-Month Contract)Position: Customer Service AdministratorDuration: 3 Months (September to December)Salary: 24,000 (pro rata)Location: Colchester (Remote Location - Driving Required)About the Company: A vibrant and creative photography business based in Colchester is seeking a dedicated and enthusiastic Customer Service...
-
Service Charge Financial Specialist
3 weeks ago
Colchester, Essex, United Kingdom Hexagon Group Full time £40,000Company Overview: Hexagon Group is a reputable independent Property Management firm, managing a diverse portfolio of residential properties. Position Summary: Due to significant growth, we are looking for a Service Charge Financial Specialist to enhance our dynamic Finance team. Key Responsibilities: Developing Service Charge budgets in collaboration with...
-
Client Services Associate
1 day ago
Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full timeJob OpportunityWe are excited to have partnered with a well-established financial services firm, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial...
-
Junior Financial Planning Assistant
3 weeks ago
Colchester, Essex, United Kingdom Time Appointments Full timeAbout the Role: We are excited to announce an opening for a Junior Financial Planning Assistant at Time Appointments, a well-respected firm in the financial advisory sector. Opportunity for Growth: This position is ideal for a motivated individual eager to establish a rewarding career in the Financial Services sector. Key Responsibilities: Delivering...