Client Services Administrator
1 week ago
Flexible working & homeworking available
Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join their Eastbourne based team.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
- To provide support to Paraplanners & Financial Planners
- To be the first point of contact for clients
- To process new business applications across the key financial products
- Ensuring that financial transactions are completed correctly & compliantly
- Preparing for client review meetings
- Acquiring client portfolio valuations
- Basic paraplanning duties (full training provided)
The candidate:
- c2 years + IFA/ financial planning administration experience (essential)
- Studying towards level 4 diploma (desirable)
- Excellent knowledge of provider platforms
What’s on offer:
- Starting basic salary of up to c £35,000
- Flexible working & homeworking available
- 28 days holiday + bank holidays
- Full study support inclusive of training courses
- Pension
- DIS X 4
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
-
Client Services Coordinator
7 days ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
-
Client Services Coordinator
6 days ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services AdministratorWe are seeking an experienced Client Services Administrator to join our team at Taylor James Professional Recruitment. The ideal candidate will have a strong background in financial planning administration and excellent communication skills.Key Responsibilities:Provide administrative support to our team of financial planners and...
-
Client Services Coordinator
5 days ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services Administrator OpportunityWe are seeking an experienced Client Services Administrator to join our Eastbourne-based team at a highly reputable firm of financial planners.Key Responsibilities:Provide administrative support to paraplanners and financial plannersAct as the first point of contact for clientsProcess new business applications across...
-
Client Services Coordinator
5 days ago
Eastbourne, East Sussex, United Kingdom Taylor James Professional Recruitment Full timeClient Services Administrator OpportunityWe are seeking an experienced Client Services Administrator to join our Eastbourne-based team at a highly reputable firm of financial planners.Key Responsibilities:Provide administrative support to paraplanners and financial plannersAct as the first point of contact for clientsProcess new business applications across...
-
Sales Administrator
7 days ago
Eastbourne, East Sussex, United Kingdom First Recruitment Services Full timeSales Administrator OpportunityWe are seeking a highly organized and detail-oriented Sales Administrator to join our team at First Recruitment Services. As a Sales Administrator, you will play a key role in supporting our sales team by processing incoming sales enquiries and providing administrative support to ensure smooth operations.Key...
-
Sales Administrator
7 days ago
Eastbourne, East Sussex, United Kingdom First Recruitment Services Full timeSales Administrator OpportunityWe are seeking a highly organized and detail-oriented Sales Administrator to join our team at First Recruitment Services. As a Sales Administrator, you will play a key role in supporting our sales team by processing incoming sales enquiries and providing administrative support to ensure smooth operations.Key...
-
Financial Services Administrator
2 weeks ago
Eastbourne, East Sussex, United Kingdom Reset Recruitment Ltd Full timeFinancial Services Administrator Opportunity We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reset Recruitment Ltd. As a key member of our financial services team, you will play a vital role in supporting our financial planners and ensuring the smooth operation of our office. Key...
-
Financial Services Administrator
2 weeks ago
Eastbourne, East Sussex, United Kingdom Reset Recruitment Ltd Full timeFinancial Services Administrator Opportunity We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reset Recruitment Ltd. As a key member of our financial services team, you will play a vital role in supporting our financial planners and ensuring the smooth operation of our office. Key...
-
Financial Services Administrator
3 weeks ago
Eastbourne, East Sussex, United Kingdom Reset Recruitment Ltd Full timeJob Summary:We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reset Recruitment Ltd. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial services department.Key...
-
Sales Administrator
1 week ago
Eastbourne, United Kingdom First Recruitment Services Full timeAre you looking for an exciting opportunity to grow your career in a fast-paced environment? We are recruiting for a Sales Administrator position on a temp-to-perm basis. This role offers the chance to transition into a permanent role with a well-established company. In this role, you will play a key part in supporting the sales team by processing incoming...
-
Administrator - Financial Services
3 months ago
Eastbourne, United Kingdom Reset Recruitment Ltd Full timeAdministrator - Financial Services Salary: £25k + Great company benefits Location: Eastbourne (office based) Hours: Mon-Fri 9am - 17.00 Do you want to work for a well-established organisation that offers great training and the opportunity to further your career within financial services? If so, I have a great opportunity to join a friendly and proactive...
-
Administrative Assistant
3 weeks ago
Eastbourne, East Sussex, United Kingdom Reset Recruitment Ltd Full timeJob Summary: We are seeking an experienced Administrative Assistant to join our team at Reset Recruitment Ltd. As an Administrative Assistant - Financial Services, you will play a vital role in supporting our financial planners and providing exceptional client service. Key Responsibilities: Client Service: Provide exceptional client service, responding to...
-
Administrative Assistant
3 weeks ago
Eastbourne, East Sussex, United Kingdom Reset Recruitment Ltd Full timeJob Summary: We are seeking an experienced Administrative Assistant to join our team at Reset Recruitment Ltd. As an Administrative Assistant - Financial Services, you will play a vital role in supporting our financial planners and providing exceptional client service. Key Responsibilities: Client Service: Provide exceptional client service, responding to...
-
Financial Administrator
1 month ago
Eastbourne, East Sussex, United Kingdom 24-7 Recruitment Services Full time £12Financial Administrator We are seeking a dedicated Financial Administrator for our client in the not-for-profit sector. Key Responsibilities: Manage all forms of payment processing and internal revenue documentation.Address and resolve inquiries related to the payment systems. Location: Castle Point, Essex Compensation: £12.47 per hour PAYE We are looking...
-
Service Administrator
4 months ago
Eastbourne, United Kingdom Rossetts Commercials Full timeWe are seeking an organised and methodical administrator to provide administration support for customer service, handling any customer queries, regarding invoicing and requesting order numbers for full repair authority. **MAIN RESPONSIBILITIES**: - To request order numbers / payments from customers, progress chasing as required and processing invoices and...
-
Customer Service and Administration Specialist
14 hours ago
Eastbourne, East Sussex, United Kingdom ProTalent Limited Full timeRemote Recruitment AdministratorProTalent Limited is a boutique recruitment consultancy specialising in accountancy practice recruitment. We are a small, remote team enjoying ongoing organic growth.Job SummaryWe are seeking a Recruitment Administrator to support our team in delivering exceptional services to clients and candidates.Key ResponsibilitiesEnsure...
-
Customer Service and Administration Specialist
15 hours ago
Eastbourne, East Sussex, United Kingdom ProTalent Limited Full timeRemote Recruitment AdministratorProTalent Limited is a boutique recruitment consultancy specialising in accountancy practice recruitment. We are a small, remote team enjoying ongoing organic growth.Job SummaryWe are seeking a Recruitment Administrator to support our team in delivering exceptional services to clients and candidates.Key ResponsibilitiesEnsure...
-
Eastbourne, East Sussex, United Kingdom ProTalent Limited Full timeRemote Recruitment AdministratorProTalent Limited is a boutique recruitment consultancy specialising in accountancy practice recruitment. We are a small specialist team working remotely and enjoying ongoing organic growth.Job SummaryWe are seeking a Recruitment Administrator to join our team and support our consultants in delivering high levels of service to...
-
Eastbourne, East Sussex, United Kingdom ProTalent Limited Full timeRemote Recruitment AdministratorProTalent Limited is a boutique recruitment consultancy specialising in accountancy practice recruitment. We are a small specialist team working remotely and enjoying ongoing organic growth.About the RoleWe are seeking a Recruitment Administrator to join our team and support our consultants in delivering exceptional services...
-
Eastbourne, East Sussex, United Kingdom ProTalent Limited Full timeRemote Recruitment AdministratorProTalent Limited is a boutique recruitment consultancy specialising in accountancy practice recruitment. We are a small specialist team working remotely and enjoying ongoing organic growth.About the RoleWe are seeking a Recruitment Administrator to join our team and support our consultants in delivering exceptional services...