Senior Administrator

4 weeks ago

England, United Kingdom CV Elite Limited Full time €40,000

The Role: The Senior Administrator (Financial services), is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients. Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business. As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience. You will also have the opportunity to progress and will be supported with studying for professional exams if you choose to do so.

The Person: The successful Senior Administrator will have experience of working in the financial services sector in an involved support capacity and will have exceptional organisational, administrative and customer service skills, which will combine to result in the effective and efficient delivery of a market leading financial planning service. Experience of working in the financial planning / financial advice sector would be beneficial but is not essential for the right candidate, as training and support will be provided.

Salary and Benefits: up to £40,000 (dependant on experience) plus an exceptional benefits package including flexible/hybrid working + 27 days holiday (23 days + birthday + 3 days Christmas Close) + 8 days bank holiday + generous pension (9% employers contribution) + 4x salary death in service + training and continued professional development. This is a full-time role, but we are happy to offer flexible working hours and hybrid working for the right candidate (a minimum of 3 days a week in the office).

The Company: Lexington Wealth Manager are a multi-ward winning Accredited Financial Planning Firm. Focused on building long-term, collaborative relationships with an emphasis on providing a personal service that exceeds expectations, they educate and inspire their clients to make informed decisions and pursue the life they desire.

Senior Administrator, Financial Services; Responsibilities include:

* Provide the Financial Planners with the administrative assistance and support involved in providing a market leading financial advice and wealth management service.

* Manage appointment schedules, arrange and coordinate client meetings, prepare and collate the information / supporting documents required, attend meetings to take notes as required and ensure all matters arising from meetings are actioned efficiently.

* Oversee the administration team, arrange and host internal weekly catch-up meetings and coordinate workflow to ensure deadlines are met.

* Develop relationships with new and existing clients, ensuring they are receiving a service that exceeds their expectations.

* Take responsibility for the client on-boarding process and file maintenance.

* Compile and maintain client documentation including investment statements, account summaries and regulatory filings.

* Assist with client research and due diligence.

* Stay abreast of regulations and ensure compliance with financial planning standards.

Senior Administrator, Financial Services; Skills required:

* Previous experience gained in a highly involved support role, working for a financial services organisation. An understanding of financial planning / financial advice is preferable but not essential.

* Excellent written and verbal communication skills, with the ability to maintain confidentiality and discretion.

* A strong relationship builder and motivational team player, with excellent interpersonal skills and caring and considerate approach.

* Exceptional administrative and organisational skills with strong attention to detail.

* Enthusiastic, proactive and keen to learn and take responsibility, able to work well both independently and as part of a team.

* Intelligent and IT Literate, proficient in MS Office (especially Word, Excel and Outlook).

Dawn O'Shea is recruiting the Senior Administrator, Financial Services directly on behalf of Lexington Wealth Management so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within 14 days to discuss the role and your requirements in more detail #J-18808-Ljbffr

  • Finance Administrator

    3 weeks ago

    England, United Kingdom Hays Senior Finance Full time

    I am partnering with a great company based in Newcastle-under-Lyme who are looking for a Group Financial Controller to manage finance teams within the group and work closely with the Finance Director. As the Group Financial Controller you will undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting,...

  • Finance Administrator

    3 weeks ago

    England, United Kingdom Hays Senior Finance Full time

    I am partnering with a great company based in Newcastle-under-Lyme who are looking for a Group Financial Controller to manage finance teams within the group and work closely with the Finance Director. As the Group Financial Controller you will undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting,...

  • Administration Manager/Senior Administrator

    4 weeks ago

    England, United Kingdom Mactech Energy Group Full time

    Office Manager / Senior Administrator Monday to Friday 9am – 5pm (can be flexible for the right candidate) Mactech Energy Group are looking to appoint Office Manager / Senior Administrator to support the Operations Manager and extended members of the operations team. This is an exciting opportunity to join our successful growing business, at our...

  • Senior Director/Executive Director

    4 weeks ago

    England, United Kingdom Cedarhurst Senior Living Full time

    Is it your nature to be open, listen deeply, know your heart, respond genuinely, and care as only a real friend cares? Dover Health, a regional healthcare provider and true friend of older adults, seeks a service-minded, career-oriented individual to join our team as an Executive Director at our Glen Carbon, IL location. Manages individual(s) including...

  • Senior Administrator

    1 month ago

    England, United Kingdom Meridian Business Support Full time

    My client, a superior quality brand, in their field are seeking a senior administrator and general alround superstar for their DARTMOUTH offices.This is not a hybrid role so candidates must be able to go into the office daily.The Opportunity:A senior administrator orientated Logistics Coordinator's role within a global distribution business. You will be...

  • Senior Administrator Legal

    4 weeks ago

    England, United Kingdom CV Elite Limited Full time €40,000

    The Role: The Senior Administrator (Financial services), is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients. Based in the Wiltshire countryside (SN5), Lexington Wealth Management...

  • Senior IT

    1 month ago

    England, United Kingdom White Recruitment Construction Full time €35,000 - €45,000

    Senior IT & Communications Administrator Working Hours: Monday to Friday – 8:30am-5:30pm Are you an experienced IT Administrator, knowledgeable and experienced in O365, RDS, FSLogix and business wide IT Support? My client is offering a fantastic package and benefits for someone looking to cement their career within IT support and development in their...

  • Senior Administrator

    4 weeks ago

    England, United Kingdom Hull University Teaching Hospitals NHS Trust Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Detailed job description and main responsibilities For further details with regard to this vacancy opportunity, please see the attached Job Description and Person Specification. Person specification Qualifications Essential criteria Good standard of...

  • Senior Microsoft System Administrator

    1 month ago

    England, United Kingdom White Recruitment Construction Full time €35,000 - €45,000

    Senior IT Administrator – Hiring Multiple Candidates Working Hours: Monday to Friday – 8:30am-5:30pm Are you an experienced IT Administrator, knowledgeable and experienced in O365, RDS, FSLogix and business wide IT Support? My client is offering a fantastic package and benefits for someone looking to cement their career within IT support and...

  • Human Resources Administrator/Senior Administrator

    4 weeks ago

    England, United Kingdom JGA Recruitment Group Full time

    JGA Recruitment Group provided pay range This range is provided by JGA Recruitment Group. Direct message the job poster from JGA Recruitment Group Senior Associate | Payroll & HR | Helping businesses to recruit top talent Job Title: HR Administrator JGA are partnered with an exciting global organisation who are seeking a HR Administrator to join...

  • Education & Training Senior Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Employment Status: Part-time / Full-time 00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ART Providers Ltd (ART) is a UK...

  • Education & Training Senior Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Employment Status: Part-time / Full-time 00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ART Providers Ltd (ART) is a UK...

  • Education & Training Senior Administrator

    3 weeks ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Employment Status: Part-time / Full-time 00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ART Providers Ltd (ART) is a UK...

  • Education & Training Senior Administrator

    3 weeks ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Employment Status: Part-time / Full-time 00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ART Providers Ltd (ART) is a UK...

  • Senior Pensions Administrator

    2 weeks ago

    England, United Kingdom Unilever Full time

    **Job Title**:Senior Pensions Administrator **Location**: Kingston Head Office **JOB PURPOSE** **UNILEVER UK & Ireland PENSIONS (UUKP)** UUKP is a friendly team that believes in supporting and helping each other and that values getting things right. UUKP is responsible for providing expert pension services for Unilever’s UK pension arrangements and...

  • Senior Education Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow.Job Title: Senior Education AdministratorCompany: ART Providers LtdEmployment Status: Part-time / Full-timeSalary: £13.00 per hour (£25,300 F/T equivalent)Location: Remote / on-siteAbout Us:ART...

  • Senior Education Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Company: ART Providers Ltd Employment Status: Part-time / Full-time Salary: £13.00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ...

  • Senior Education Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow.Job Title: Senior Education AdministratorCompany: ART Providers LtdEmployment Status: Part-time / Full-timeSalary: £13.00 per hour (£25,300 F/T equivalent)Location: Remote / on-siteAbout Us:ART...

  • Senior Education Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow.Do not wait to apply after reading this description a high application volume is expected for this opportunity.Job Title: Senior Education AdministratorCompany: ART Providers LtdEmployment Status:...

  • Senior Education Administrator

    1 month ago

    England, United Kingdom ART Providers Full time

    ART Providers Ltd is looking for an experienced Senior Education Administrator to join us: Embrace Flexibility, Security and Lucrative Opportunities to Grow. Job Title: Senior Education Administrator Company: ART Providers Ltd Employment Status: Part-time / Full-time Salary: £13.00 per hour (£25,300 F/T equivalent) Location: Remote / on-site ...