Senior Administrator

2 weeks ago


Cheltenham, United Kingdom Toner Graham Full time

Senior Financial Administrator
£23,000 - £27,000 per annum dependent on experience
Location - Cheltenham (Hybrid available, min 3 days in office per week)
Full Time
An excellent opportunity to work for an established and forward thinking financial services company, in their Wealth Management team.
Responsibilities for the position include:

- monitoring transactions, through to timely and accurate completion in line with SLA's
- updating the client, and Client Wealth Executive on progress of outstanding transactions & managing technical queries
- maintaining accurate client records for reporting and updating client platform accounts
- proactively review platform accounts and MI reports ensuring they are in order and any required work is carried out within agreed SLA's
- work with product providers to progress submissions, process client transfers and obtain fee information. And assist with any ad-hoc projects

We're looking for someone with:

- Previous experience working in a similar role (and ideally in a small to medium sized financial services environment)
- Good understanding of Microsoft Office: Word, Excel, Outlook, Powerpoint.
- Experience of working with Investment Wrap platforms, and ideally from a product provider background (Knowledge of IO is an advantage)
- Excellent organisational skills with a flexible and proactive approach with strong written and verbal communication skills
- Proven ability to work on own initiative, delivering exceptional service to deliver the best outcome for the client and the business

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 Privacy Statement. For information regarding data protection at Kelly, please visit theKelly website and have a look into the Privacy Statement.



  • Cheltenham, United Kingdom RE Recruitment Full time

    An exciting opportunity for a senior administrator has become available within Gloucester but the companies office will be moving to the heart of Cheltenham in the new year so a full UK driving licence is essential. Are you looking for a varied role? Areyou looking to work for a family orientated organisation? If so this role is perfect for you! Working...


  • Cheltenham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Cheltenham** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

  • Senior Administrator

    2 weeks ago


    Cheltenham, United Kingdom JUICE RECRUITMENT Full time

    Juice Recruitment are delighted to be supporting a fantastic leading distribution company in their search for a Customer Account Manager to join their friendly and professional team. The primary responsibility being the daily management and administration of customer orders as well as being a first point of contact for buyers and customers. **The key...

  • Data Administrator

    1 week ago


    Cheltenham, Gloucestershire, United Kingdom i2i Recruitment Full time

    Process insurance policy documents Organise documents for data processing Entering data accurately onto computer systems efficiently within agreed timescales Organising multinational insurance documents for data processing Monday to Friday (2 days in office, 3 days at home) Full training provided Newly refurbished, modern offices Do you enjoy...


  • Cheltenham, United Kingdom I2I Recruitment Full time

    This is a fantastic opportunity to join one of Gloucestershire’s most prestigious financial services companies as a Business Support Administrator. You’ll be given full support and training as well as a brilliant benefits package. In return my client is looking for a highly organised, hard-working individual with a strong work...

  • Data Administrator

    2 days ago


    Cheltenham, Gloucestershire, United Kingdom i2i Recruitment Full time

    Do you enjoy working with Data? My client, a rapidly growing organisation, is searching for a Trainee Data Entry to join their busy Insurance department. Big social events, and heaps of progression - this is a fantastic opportunity for an individual who is passionate about data administration to start their career. Do you enjoy working with Data? My...

  • Senior Odi Consultant

    4 weeks ago


    Cheltenham, United Kingdom Manning Global Full time

    This is a remote position. Our client, a leading global IT service provider,is recruiting for a ** Senior ODI Consultant ** to join their business in the ** UK ** **.** **Position Title**: **Senior ODI Consultant** **Position Type**: - Contract - Inside IR35**Start Date**: - ASAP**Location**: - Cheltenham, UK - full remote role**Contact**: - Davor...


  • Cheltenham, United Kingdom CY2 Limited Full time

    At CY2, our success depends on our people, productivity, and processes. A Business Support Administrator is the supportive force driving each of these areas, and we are currently seeking someone to take the reigns. The ideal professional for the role is a flexible problem solver with superb communication skills with a detail-oriented mindset. He/she should...


  • Cheltenham, United Kingdom Dean Close Foundation Full time

    Dean Close Foundation are recruiting for a new Accounting Administrator. The Accounting Administrator will be part of the Finance Team, reporting to the Billing Ledger Manager. There will also be contact with academic and support staff in the Nurseries and Schools. To ensure the continuity of cover, there may be the opportunity to cover other duties within...


  • Cheltenham, United Kingdom HR Star Full time

    Overview: As a Senior Real Estate Secretary, you will play a pivotal role in supporting our partners and clients, handling various administrative tasks with precision and professionalism. Key Responsibilities: Execute fast and accurate touch typing to transcribe legal documents, correspondence, and other materials. Proficiently transcribe dictated material...


  • Cheltenham, United Kingdom Noriker Power Ltd Full time

    **Recruitment Administrator** **Please note, we are currently unable to offer visa sponsorship.** Location - Cheltenham (Central) - Hybrid opportunities to be discussed at interview, but you must be able to reliably commute to Cheltenham for this role. **Who are we?** Noriker Power specialise in agile power systems vital for grid stability and flexible...


  • Cheltenham, Gloucestershire, United Kingdom Manning Global AG Full time

    Our client, a leading global IT service provider,is recruiting for a Senior ODI Consultant to join their business in the UK. Senior ODI Consultant Contract ASAP Installation/Configuration/Administration of Oracle Data Integrator Support of Application Deployments and patch bug fix(OBIEE and ODI). Experience in deploying ODI packages and...


  • Cheltenham, Gloucestershire, United Kingdom Manning Global AG Full time

    Job Description Our client, a leading global IT service provider,is recruiting for a Senior ODI Consultant to join their business in the UK. Senior ODI Consultant Contract ASAP Cheltenham, UK (Remote Role) Installation/Configuration/Administration of Oracle Data Integrator Support of Application Deployments and patch bug fix(OBIEE and...


  • Cheltenham, Gloucestershire, United Kingdom Manning Global Ltd Full time

    Our client, a leading global IT service provider, is recruiting for a Senior ODI Consultant to join their business in the UK. Senior ODI Consultant Contract - Inside IR35 ASAP Cheltenham, UK - full remote role Davor Molnar | +49 (0) (phone number removed) Installation/Configuration/Administration of Oracle Data Integrator * Support of...

  • Senior ODI Consultant

    1 month ago


    Cheltenham, Gloucestershire, United Kingdom Manning Global Ltd Full time

    Our client, a leading global IT service provider, is recruiting for a Senior ODI Consultant to join their business in the UK. Position Title: Senior ODI Consultant Position Type: Contract - Inside IR35 Start Date: ASAP Location: Cheltenham, UK - full remote role Contact: Davor Molnar | +49 (0) (phone number removed) Qualifications: * ...


  • Cheltenham, United Kingdom Bailie Group Full time

    **Company Overview** CDS Defence & Security (CDS DS) is part of the Bailie Group - a family-owned group of agencies and consultancies with the collective mission to improve people’s lives by sharing knowledge. CDS DS is an industry leading technical consultancy delivering world class services in Support Engineering, Cyber Security & Information...


  • Cheltenham, United Kingdom Take Five Recruitment Full time

    Job Introduction We are currently seeking experienced Senior Healthcare Assistants who are ready to hit the ground running in residential care home settings. As part of our team, you will collaborate with other healthcare professionals to provide essential support to vulnerable adults, assisting them with their daily tasks and activities, including the...


  • Cheltenham, Gloucestershire, United Kingdom HR Star Full time

    Overview: As a Senior Real Estate Secretary, you will play a pivotal role in supporting our partners and clients, handling various administrative tasks with precision and professionalism. Key Responsibilities: Execute fast and accurate touch typing to transcribe legal documents, correspondence, and other materials. Proficiently transcribe dictated...


  • Cheltenham, United Kingdom INFUSED SOLUTIONS LIMITED Full time

    Senior Infrastructure Security OfficerMy client is currently searching for a Senior Infrastructure Security Officer To provide first level hardware and software support for all staff IT enquiries, escalating as appropriate and providing end-user guidance where required.Assist with administration of network virtual infrastructures, network security, data...


  • Cheltenham, Gloucestershire, United Kingdom CGI Full time

    Job order - J(Apply online only) - Permanent Full TimeTitle Senior Infrastructure Engineer (DV Security Clearance) Category Infrastructure/Cloud City Cheltenham, England - South West, United Kingdom Job Description Senior Infrastructure Engineer (DV Security Clearance) Position Description The Space, Defence and Intelligence business unit in CGI is a true...