Financial Services Administrator

4 days ago

Grantham Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time
Job Description

Castlegate is seeking a Financial Services Administrator . This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong work ethic. You have a strong knowledge of accounting principles and an ability to work well with compliance and industry regulations. You should be competent at gathering data and writing clear reports.

Record keeping is vital to the role. So, our financial services administrators need to be diligent in keeping track of invoices, tax payments and reimbursements. You should be confident with the preparation of income statements, balance sheets and budgets.

At Castlegate , we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.

This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.

Your responsibilities

Here's a bit more on what you can expect to be doing day-to-day:

  • To deal with telephone and email enquiries in a timely manner on a day-to-day basis
  • Handling incoming post, filing to our electronic system and organising and sending outgoing post
  • Create, maintain and update client information and records on our database system (Intelliflo)
  • Use of the database to always record work in progress and good use of notetaking to update tracking activities
  • Managing the Financial Planner’s diary by scheduling client appointments and internal meetings
  • Preparation of new business submission
  • Liaising with product providers and investment companies
  • Ensuring periodic client reviews are carried out in a timely manner
  • To act as a point of contact for clients and other offices
  • Keeping the clients informed of progress to manage client expectations
  • Ensuring outstanding fees and invoices are chased in a timely and organised fashion
  • Learning the financial services sector and products such as pensions, bonds, ISAs and Protection
  • All routine administration, including scanning, filing, and telephone calls

About you

We think you’ll need the following experience and qualifications to succeed in the role:

We need savvy people who can quickly spot account discrepancies and perform account reconciliations. You should be proficient in using modern accounting software. A bachelor’s degree in accounting, finance or a related field is strongly preferred.

  • Excellent organisational skills
  • Professional telephone manner
  • Provide a professional, prompt and courteous service to clients
  • Able to use own initiative
  • Ability to prioritise tasks independently by assessing situations to determine urgency
  • Excellent listening skills and able to provide clear verbal and written communication
  • Computer literate and good typing skills
  • Previous knowledge or use of Microsoft Office products
  • Essential time management skills and attention to detail
  • Some knowledge of the FCA and record keeping requirements would be preferable
  • Basic knowledge of the financial services sector
  • Willingness to undertake qualifications if requested
  • Knowledge of the Intelliflo system desirable

  • Financial Services Administrator

    3 days ago

    Grantham, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Description Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in an efficient, and timely manner. We are looking for people with a keen eye for...

  • Full or Part-time Financial Services Administrator

    4 days ago

    Grantham, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Description Castlegate is seeking a Financial Services Administrator . This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. You have a strong knowledge of accounting...

  • Financial Services Administrator

    4 days ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in an efficient, and timely manner. We are looking for people with a keen eye for detail and a...

  • Financial Services Administrator

    1 week ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

  • Financial Services Administrator

    6 days ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

  • Financial Services Administrator

    1 week ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator . This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a...

  • Financial Services Administrator

    1 week ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

  • Financial Services Administrator

    1 week ago

    Grantham, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

  • Financial Services Administrator

    2 weeks ago

    Grantham, United Kingdom Castlegate Financial Management Limited Full time

    **Castlegate Financial Management Limited** Job Description - Financial Services Administrator **Relevant Skills and Knowledge** - Excellent organisational skills - Professional telephone manner - Provide a professional, prompt and courteous service to clients - Able to use own initiative - Ability to prioritise tasks independently by assessing situations...

  • Financial Services Administrator

    2 weeks ago

    Grantham, United Kingdom Castlegate Financial Management Limited Full time

    **Castlegate Financial Management Limited** Job Description - Financial Services Administrator **Relevant Skills and Knowledge** - Excellent organisational skills - Professional telephone manner - Provide a professional, prompt and courteous service to clients - Able to use own initiative - Ability to prioritise tasks independently by assessing situations...

  • Financial Services Administrator

    1 week ago

    Grantham, UK, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Castlegate is seeking a Financial Services Administrator. This role will be instrumental in assisting the Financial Planner with the servicing demands of each client, as well as liaising with Paraplanners to ensure the servicing demands of our clients are met in a efficient, and timely manner. We are looking for people with a keen eye for detail and a strong...

  • Financial Services Administrator

    2 weeks ago

    Grantham, United Kingdom GCB Recruitment Full time

    This an exciting opportunity for an experienced Financial Services Administrator to be part of our client's team in an established and successful Financial Planning firm based in Grantham. They have a career opportunity for a self-motivated and commerciallyminded individual with a can-do attitude. The role is to provide administrative and highly technical...

  • Financial Services Administrator

    2 weeks ago

    Grantham, United Kingdom RecruitME Full time

    I am looking for a competent and experienced Financial Services Administrator to join a Financial Advisory Team fr a private client. This business shapes everything it does around delivering the best outcomes for both its private and corporate clients. As a Financial Services Administrator, you will provide the highest level of admin support and aspects of...

  • Financial Services Administrator

    2 months ago

    Grantham, United Kingdom RetireInvest Full time

    **Experienced Financial Services Administrator** **Opportunity to progress with study support.** **This role would suit someone with a financial planning background.** The Main purpose of the job will be to work closely with our Financial Advisors and assist other members of the Administration team. - To arrange advisor appointments, obtain valuations and...

  • Financial Services Administrator

    7 days ago

    Grantham, Lincolnshire, United Kingdom RetireInvest Full time

    Experienced Financial Services AdministratorOpportunity to progress with study support.This role would suit someone with a financial planning background.The Main purpose of the job will be to work closely with our Financial Advisors and assist other members of the Administration team. To arrange advisor appointments, obtain valuations and file preparation...

  • Financial Service Planner

    4 days ago

    Louth, Lincolnshire, United Kingdom Castlegate Financial Management Ltd Full time

    Job Description Castlegate is seeking a Financial Planner . This role will be instrumental in assisting the growth of Castlegate Financial Management and the wider Duncan & Toplis Group by developing our presence in Louth and working with the Duncan & Toplis team to grow the existing client base. At Castlegate , we are an experienced team of...

  • Customer Service Administrator

    1 month ago

    Grantham, Lincolnshire, United Kingdom Travail Employment Group Full time

    Customer Service Administrator Grantham Permanent Full Time We are looking to recruit a Customer Service Administrator to join a large, friendly and inclusive team based in Grantham. The purpose of the Customer Service Administrator role is to support the customer service and compliance Manager in ensuring that the company's products fulfil customer...

  • Senior Client Servicing Administrator

    1 month ago

    Grantham, Lincolnshire, United Kingdom Travail Employment Group Full time

    Customer Service Administrator Permanent Full Time We are looking to recruit a Customer Service Administrator to join a large, friendly and inclusive team based in Grantham. The purpose of the Customer Service Administrator role is to support the customer service and compliance Manager in ensuring that the company's products fulfil customer...

  • Technical Services Administrator

    2 months ago

    Grantham, United Kingdom South Kesteven District Council Full time

    H **ours: 3**7 Hours per week **Salary: S**K7 (£24,024 per annum) **Contract: P**ermanent T o provide a high-quality customer focused administrative support service within the Technical Services Team. Supporting with financial process, communications with tenants and assisting with contract meetings. This role provides administrative support to the Head...

  • Technical Services Administrator

    2 months ago

    Grantham, United Kingdom South Kesteven District Council Full time

    H **ours: 3**7 Hours per week **Salary: S**K7 (£22,098 per annum) **Contract: P**ermanent T o provide a high quality customer focused administrative support service within the Technical Services Team, supporting with financial process, communications with tenants and assisting with contract meetings. This role provides administrative support to the...