Financial Services Administrator

3 weeks ago


Alton, United Kingdom Professional Placement (Southern) Ltd Full time

We have an opportunity for someone who is currently seeking a career role within the finance sector. This role is ideal for someone who is seeking their first role, or looking to move into a professional sector.

This role may suit a recent Graduate who has recently completed a Degree within a relevant subject like Economics, Finance or business management

The duties are:

  • Submit all business applications to providers and monitor progress within pre-set timescales.
  • Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
  • Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
  • Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
  • Build relationships with allocated advisers.
  • Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
  • Adhere to administrative systems, policies, and procedures.

To apply:

  • Strong IT skills in Word, Excel,Emails & PowerPoint
  • Good communication skills, verbally and written
  • Can work methodically, and calmly and communicate well with the team at all times.
  • Ideally you will have a degree in a relevant subject as listed above OR have some Administrative experience working in a professional office based environment.
  • Good phone manner.

If you would like to know more about this growing business then please apply.



  • Alton, United Kingdom Financial Divisions Full time

    3 x Financial Administrators £23k - £38k depending on experience - Full study support to level 4 diploma - Offices in AltonMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...


  • Alton, United Kingdom Financial Divisions Full time

    Financial Administrator £25k - £32k depending on experience - Full study support to level 4 diploma - Offices in AltonMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...


  • Alton, United Kingdom Financial Divisions Full time

    3 x Financial Administrators - £23k - £38k depending on experience - Full study support to level 4 diploma My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients...


  • Alton, United Kingdom Financial Divisions Full time

    3 x Financial Administrators £23k - £38k depending on experience - Full study support to level 4 diploma - Offices in AltonMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some...


  • Alton, United Kingdom Financial Divisions Full time

    3 x Financial Administrators - £23k - £38k depending on experience - Full study support to level 4 diploma My client is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to...


  • Alton, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office. An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability...


  • Alton, United Kingdom Optima Recruitment Full time

    An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative...


  • Alton, United Kingdom Recruit UK Full time

    **_Are you an experienced financial planning administrator, looking for your next challenge? _** **_Like the sound of working for a thriving asset management firm based in the heart of Alton?_** We are working on an excellent opportunity for a Financial Planning Administrator to join an Asset Management practice in Alton, Hampshire. This practice are a...


  • Alton, United Kingdom Optima Recruitment Full time

    Overview: Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. * Based in Alton *...


  • Alton, United Kingdom Optima Recruitment Full time

    Overview:Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. * Based in Alton * Up to...


  • Alton, United Kingdom Optima Recruitment Full time

    Overview: Are you ready for an exciting new challenge? Our client is looking for a skilled Financial Planning Administrator to support their financial advisers and liaise with providers and third parties. You'll be part of a fast-paced team, providing comprehensive administrative support to ensure clients receive top-tier service. Based in AltonUp to...


  • Alton, United Kingdom Capio Recruitment Full time

    **Position: Trainee IFA Administrator** **Location: Alton** **Salary: Flexible, dependent on experience and skills** Are you looking to embark on an exciting career in the financial services industry? Do you have a keen interest in helping clients achieve their financial aspirations while working with a highly reputable and multi-award winning Chartered...

  • Administrator

    4 weeks ago


    Alton, United Kingdom UDlive Full time

    **Job Title: Administrator** **Responsibilities**: - **Financial Management**: Oversee financial activities including budgeting, invoicing, accounts payable/receivable, and financial reporting. - **Vendor Management**: Liaise with vendors, negotiate contracts, and ensure timely delivery of goods and services. Maintain relationships with suppliers and...


  • Alton, United Kingdom SCF INVEST LTD Full time

    Established Consultancy firm based in Alton requires an experienced Client Services Administrator to perform administrative duties to assist with the daily operations of the business development team. **Skills Required**: - Excellent inter-personal and communication skills - Sales / Business Development / Consultancy Administration background - The ability...


  • Alton, United Kingdom Capio Recruitment Full time

    Job Title: IFA Administrator Location: Alton **Salary**: Flexible, dependent on experience. Are you looking for an exciting opportunity to join a leading Chartered Independent Financial Advisor firm, recognised for its excellence and innovation in the financial services industry? If so, we would love to hear from you! **About Us**: We are a prestigious,...

  • Junior Administrator

    1 month ago


    Alton, United Kingdom Sammons Recruitment Ltd Full time

    Junior Administrator Alton | 22,000 per annum   Are you excited to join a growing business and would like the opportunity to start your career in financial services? If so, then this role is for you!   A leading financial planning company situated in Alton are expanding their team and seeking an enthusiastic Junior Administrator, on a full-time...

  • Service Administrator

    2 weeks ago


    Alton, Hampshire, United Kingdom Pertemps Network Group Full time

    Job Description:Service Administrator - 27K - AltonI am currently representing an excellent facilities management company who are currently in need of a service administrator to join a growing team at their Alton office. They have been successfully operating for over 40 years providing a wide range of services to high end commercial clientele across...


  • Alton, United Kingdom Heat Recruitment Full time

    We are working with a highly reputable wealth management firm in Alton who are looking for someone to join their support team as an Administrator. They are open to receiving applications from school leavers, graduates and those with an element of administration experience. You will be supported heavily in your career development and allowed to grow from...

  • Junior Administrator

    2 weeks ago


    Alton, United Kingdom Sammons Recruitment Ltd Full time

    Junior AdministratorAlton | 22,000 per annumAre you ready to join a thriving company and kickstart your career in financial services? If so, this opportunity is tailored for you.A reputable financial planning firm located in Alton is growing its team and searching for a dynamic Junior Administrator to join on a full-time basis.Duties as the Junior...

  • Finance Administrator

    2 weeks ago


    Alton, United Kingdom Gold HR Careers Full time

    Finance AdministratorOur client is seeking a Finance Administrator who will support the finance department by performing a range of administrative and financial tasks. The successful candidate will handle accounts receivable, conduct bank reconciliations, maintain financial records, and provide general administrative support. This role is perfect for someone...