Current jobs related to Financial Services Administrator - Warwickshire - Kelly Services (UK) Ltd
-
Financial Administrator Warwickshire
3 months ago
Warwickshire, United Kingdom Perspective Financial Group Full timeWe have a fantastic vacancy for an Administrator to join our expanding team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and...
-
Client Services Administrator
4 days ago
Warwick, Warwickshire, United Kingdom IDEX Consulting Ltd Full time €32,000IFA Administrator - £32K DOE –Warwick / Cheltenham - Hybrid I’m currently looking for IFA Administrators to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a...
-
Client Services Administrator
5 days ago
Warwick, Warwickshire, United Kingdom IDEX Consulting Ltd Full time €32,000IFA Administrator - £32K DOE –Warwick / Cheltenham - Hybrid I’m currently looking for IFA Administrators to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a...
-
Senior Client Servicing Administrator
5 days ago
Warwick, Warwickshire, United Kingdom IDEX Consulting Ltd Full time €32,000IFA Administrator - £32K DOE –Warwick / Cheltenham - Hybrid I’m currently looking for IFA Administrators to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...
-
Senior Client Servicing Administrator
4 days ago
Warwick, Warwickshire, United Kingdom IDEX Consulting Ltd Full time €32,000IFA Administrator - £32K DOE –Warwick / Cheltenham - Hybrid I’m currently looking for IFA Administrators to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...
-
Support Services Assistant
3 months ago
Warwickshire, United Kingdom ISS Facility Services Full time**Contract: Healthcare** *** **Location: Coventry** *** **Hours of work: 40** *** **Working Pattern: 8am - 4pm** *** **Contract Type: Permanent** *** **Salary: £11.92** *** **We are seeking a highly organised and detail-oriented Administrator to join our team.** *** **As an Administrator, you will play a crucial role in maintaining the smooth...
-
Rugby, Warwickshire, United Kingdom Mane Contract Services Full time €15Job Title: HR Administrator Type: Contract Contract Duration: 1 year An excellent opportunity for a HR Administrator to join a leading renewable energy company. You will be provide an administrative service to the HR Department and to assist in the day to day activities covering a broad range of HR Administration. This is an office based role. As...
-
Rugby, Warwickshire, United Kingdom Mane Contract Services Full time €15Job Title: HR Administrator Type: Contract Contract Duration: 1 year An excellent opportunity for a HR Administrator to join a leading renewable energy company. You will be provide an administrative service to the HR Department and to assist in the day to day activities covering a broad range of HR Administration. This is an office based role. As...
-
Senior IT Project Manager
4 weeks ago
Warwickshire, United Kingdom Jumar Solutions Full timePosition: Senior IT Workstream Lead - Financial ServicesRate: £800 to £900 per day – Inside IR35 via UmbrellaDuration: Minimum 9 MonthsLocation: Hybrid working with occasional onsite presenceOverview:Our esteemed client in the financial services sector is seeking a highly skilled Senior IT Workstream Lead/Project Manager for a pivotal contract role. This...
-
Finance & Customer Service Administrator
1 week ago
Coleshill, Warwickshire, United Kingdom RM Recruit Full timeRM Recruit is pleased to partner with a fast-growing company in Coleshill to recruit a confident and articulate Finance & Customer Service Administrator. This full-time, temporary-to-permanent role offers an hourly rate of £14 - £17, depending on experience, with the potential for permanent placement. The position also offers a flexible hybrid working...
-
Finance & Customer Service Administrator
1 week ago
Coleshill, Warwickshire, United Kingdom RM Recruit Full timeRM Recruit is pleased to partner with a fast-growing company in Coleshill to recruit a confident and articulate Finance & Customer Service Administrator. This full-time, temporary-to-permanent role offers an hourly rate of £14 - £17, depending on experience, with the potential for permanent placement. The position also offers a flexible hybrid working...
-
Senior IT Project Manager
4 weeks ago
Warwickshire, United Kingdom Jumar Solutions Full timePosition: Senior IT Workstream Manager - Financial ServicesContract Type: Initial 9 Month ContractWork Arrangement: Hybrid - Flexible Onsite RequirementsOverview:Our esteemed client in the financial services sector is seeking a highly skilled Senior IT Workstream Manager to spearhead critical projects within their transformation initiative. This role is...
-
Transport Administrator
4 months ago
Ansty, Warwickshire, United Kingdom Genesis Employment Services Ltd Full timeGenesis are currently recruiting for a Transport/Traffic Administrator for our client based in the Walsgrave area of Coventry. Shift 5am-5pm, 4 on 4 off Responsibilities:· - Book in & out 3rd party hauliers, collect data and maintain trailer security & temperatures - Liaise with Loading operatives for allocation of Goods in & Goods out loading bays.· -...
-
Transport Administrator
2 weeks ago
Ansty, Warwickshire, United Kingdom Genesis Employment Services Ltd Full timeGenesis are currently recruiting for a Transport/Traffic Administrator for our client based in the Walsgrave area of Coventry.Shift 5am-5pm, 4 on 4 offResponsibilities:·- Book in & out 3rd party hauliers, collect data and maintain trailer security & temperatures- Liaise with Loading operatives for allocation of Goods in & Goods out loading bays.·-...
-
Administrator
3 months ago
Warwickshire, United Kingdom GCS Recruitment Specialists Ltd Full time**Administrator** **Leamington Spa** **Hybrid Role - Flexible** **£21,000 - £26,000** **Your new company** - A rapidly growing facilities management company, working on a high-profile commercial contract. **Your new role** - To provide administrative support / assistance with contracts and activities, to provide national property services support. - The...
-
Financial Lines Account Handler
4 months ago
Warwickshire, United Kingdom Lawes Group Full time**FINANCIAL LINES ACCOUNT HANDLER - HYBRID (FLEX)** **Location: Stratford-upon-Avon** **Salary: £40,000** - Fantastic opportunity to work within a growing team and alongside an established Financial Lines team - Opportunity to handle D&O, Cyber and PI policies, from SME up to large corporate accounts as well as supporting a large and growing Financial...
-
IT Infrastructure Project Manager
2 weeks ago
Warwickshire, United Kingdom Jumar Solutions Full timeProject Manager Duration: Min 6 months Location: Hybrid working - 1/2 days per week onsite in Warwickshire Rate: £600.00 Per Day - Inside IR35 via Umbrella A highly accomplished, IT Project Manager with an extensive IT infrastructure background is required for our leading financial services client, to work on a Datacentre Exit program of work. Essential...
-
Administrator
4 months ago
Warwickshire, United Kingdom Page Personnel Full timeReputable business offering progression - Competitive salary, Free Onsite Parking **About Our Client**: Leading food production company dedicated to delivering exceptional products to customers. With a focus on quality and innovation, the business is expanding the team and seeking a results-driven Administrator to play a key role in supporting the sales...
-
Financial Controller
2 weeks ago
Warwickshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Controller to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED. As a key member of our finance department, you will be responsible for managing all aspects of our financial accounts, including producing monthly Profit and Loss reports, preparing monthly budgets and management...
-
Financial Controller
2 weeks ago
Warwickshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Controller to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED. As a key member of our finance department, you will be responsible for managing all aspects of our financial accounts, including producing monthly Profit and Loss reports, preparing monthly budgets and management...
Financial Services Administrator
4 months ago
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you
What's in it for you?
Salary: up to £32,000
Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
Life Assurance
Group Income Protection
Location: WarwickDuties/Responsibilities:
Administrative Support to Financial Planners and Team Leader
Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Ensuring client advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Processing and monitoring switch directly with provider or electronically via platform
All above is to be adhered to in line with the WS Fund Switch Process
Preparing valuation reports
Preparing supporting performance documentation for client review appointments
Preparing review checklist for adviser/client appointments
Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
Preparing half yearly valuation reports for issue to client (postal or electronic)
Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.Skills/Experience required:
Previous experience as an IFA Administrator is essential
Demonstrating good customer communication and relationships
Team working and collaboration
Planning and Prioritising
Using systems and processes
Demonstrate honesty and integrity
Adaptability
Enthusiasm
Dependability
Personal commitmentPlease apply today of this sounds like you
KSBirmingham
Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's . For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.
As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age
