Financial Services Administrator

Full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...

**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

**About James Leighton Financial Services**James Leighton Financial Services Ltd is a leading mortgage producer nationally and a top performer in new build specialists. This role offers a gateway to team and divisional management pathways.**Key Responsibilities:**Work in a fast-paced, deadline-driven, and telephone-based environmentProvide exceptional...

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...

Job Summary:We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.Key Responsibilities:Compile performance charts for client presentations.Provide administrative support to the CEO and other team members.Assist with financial data analysis and reporting.Develop and...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible working hoursMix of office and remote workingCompetitive salary based on experience, skills, and qualificationsExcellent staff benefitsExcellent matching pension schemeDeath in service benefitAnnual leave increasing with years of...

Position: Financial Services Administrator Hours: Part-time – 21 hours spread over 3 days Compensation: £16,380 per annum based on 21 hours per week Company: North Oak Recruitment We are seeking a dedicated individual to join our client's independent advisory firm, providing essential administrative support to Financial Advisors. This role is ideal for...

Job Title: IFA AdministratorCompany: Templegate Recruitment LimitedLocation: Not specifiedJob Type: Full-timeBenefits:Flexible Working: Monday to Friday, full-time role with a mix of office and remote workingCompetitive Salary: Dependent on experience, skills, and qualificationsExcellent Staff Benefits: Including a pension scheme, death in service, and 26...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to 29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.In this role, you will collaborate with the CEO, Advisers, and Paraplanners to ensure...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to 29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency.In this role, you will collaborate with the CEO, Advisers, and Paraplanners to ensure...

This company offers genuine career development, a structured training programme, a superb work environment, and outstanding benefits including 28 days' holidays plus bank holidays, a company bonus, subsidised city centre parking, 9% pension and much more. This role would suit someone with 1+ years’ experience in Financial Planning Administration or...

Position: Financial Services Administrator Location: Nottingham Hours: Monday-Friday, 9am-5pm (hybrid working) Salary: Up to £29k (DOE) We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners...

Position: Financial Services Administrator Location: Nottingham Hours: Monday-Friday, 9am-5pm (hybrid working) Salary: Up to £29k (DOE) We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to £29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners to...

Position: Financial Services Administrator Location: Nottingham Hours: Monday-Friday, 9am-5pm (hybrid working) Salary: Up to £29k (DOE) We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to £29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners to...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to £29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners to...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to £29k (DOE)We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case turnaround times and workflow efficiency. In this role, you will collaborate with the CEO, Advisers, and Paraplanners to...

Position: Financial Services AdministratorLocation: NottinghamHours: Monday-Friday, 9am-5pm (hybrid working)Salary: Up to £29k (DOE)To be considered for an interview, please make sure your application is full in line with the job specs as found below.We are seeking a skilled Financial Services Administrator to support our clients CEO in enhancing case...