Financial Services Administrator

4 days ago


Leicester, United Kingdom North Oak Recruitment Ltd Full time

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


  • Leicester, Leicestershire, United Kingdom Insure Recruitment Full time

    We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products,...


  • Leicester, United Kingdom Insure Recruitment Full time

    We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products,...


  • Leicester, United Kingdom North Oak Recruitment Full time

    Financial Services Administrator (CRM)Leicester City Centre (Our Ref AL1292)Salary to c£30,000 pa dep on exp + benefitsMy 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...


  • Leicester, United Kingdom Bibby Financial Services Full time

    **Financial Crime Executive** Bibby Financial Services have an exciting opportunity available for a reliable **Financial Crime Executive **to join our team based in Leicester on a hybrid basis. You will join us on a **full time, permanent basis **and in return, you will receive a **competitive salary plus benefits.** We’ve supported small and...


  • Leicester, United Kingdom North Oak Recruitment Ltd Full time

    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...


  • Leicester, United Kingdom Clark James Recruitment Full time

    Clark James Recruitment are working with a highly professional firm of independent Financial Advisers who are highly regarded within the Financial Services industry. **Role** - A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry. - This role will suit someone who has...


  • Leicester, United Kingdom Clark James Recruitment Full time

    Clark James Recruitment are working with a highly professional firm of independent Financial Advisers who are highly regarded within the Financial Services industry. **Role** - A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry. - This role will suit someone who has...


  • Leicester, United Kingdom North Oak Recruitment Full time

    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...


  • Leicester, United Kingdom North Oak Recruitment Full time

    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...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 15/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 17/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 20/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 20/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, Leicester, United Kingdom North Oak Recruitment Full time

    We are looking for a Financial Services Administrator (CRM) in Leicester City Centre to join a well-established IFA team!This role offers a **salary** of up to £30,000 per annum, depending on experience, plus additional benefits. You will mainly work in the office with the flexibility of one day working from home each week after the probation period.Key...


  • Leicester, United Kingdom mbf. Remote Work Freelance Full time

    Financial Services Administrator - Investment Operations, Clearing Leicester - £25,000 plus company Benefits Initial 12 month contract - It is likely that there will be a permanent role at the end of that MBF Recruitment are currently working with a boutique Stockbroking organisation based in Leicester who are looking to recruit an experienced Administrator...

  • Junior Paraplanner

    1 week ago


    Leicester, Leicestershire, United Kingdom Robinson Financial Careers Full time

    A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

  • Junior Paraplanner

    4 days ago


    Leicester, United Kingdom Robinson Financial Careers Full time

    A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

  • Administrator

    2 weeks ago


    Leicester, United Kingdom H S P Financial Planning Ltd Full time

    HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team. **Responsibilities**: - Perform various administrative tasks,...

  • Administrator

    2 days ago


    Leicester, United Kingdom H S P Financial Planning Ltd Full time

    HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team. **Responsibilities**: - Perform various administrative tasks,...


  • Leicester, United Kingdom Recruit Wealth Full time

    Recruit Wealth are representing a highly successful, independent Financial Planning business who are currently recruiting for an experienced Administrator to join their Leiecister team. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and...