Financial Services Administrator

3 weeks ago


Leicester, United Kingdom Clark James Recruitment Full time

Clark James Recruitment are working with a highly professional Financial Services business that specialise in the management of pensions and investments, and mortgages and protection.

Due to expansion our client are looking for an experienced Financial Services Administrator who will support the paraplanner and adviser, by providing successful delivery of operational and administrative support in the financial services industry.

**Role**
- Preparing client files for reviews.
- Obtaining client valuations and producing analysis documents.
- Sending out basic client reviews.
- Preparing and submitting new business (investments, pensions, and protection cases) to providers as well as ad-hoc client requests.
- Undertaking research and report writing for non-complex cases.
- Liaising with adviser and clients to ensure excellent service is delivered.
- Ensuring all client documentation is correctly recorded.
- Ensuring all systems and case notes are updated with progress and a clear audit trail is available.
- Acting as the first point of contact for clients and resolving queries/problems in a timely manner.
- Provider management.
- Timely response times.
- Contacting clients and arranging appointments.
- Diary management.
- Organising and planning.
- Providing a dedicated and professional support service to advisers and clients.
- Providing regular ad-hoc management information (MI).
- Updating Intelligent Office.
- Previous Independent Financial Services experience and IO is essential.
- Strong written and verbal communication skills.
- Good telephone manner with the ability to build rapport and provide excellent customer service.
- Accuracy and attention to detail.
- Previous experience within Financial Services experience essential.

**Package**
- Basic salary to £30,000



  • Leicester, United Kingdom Bibby Financial Services Full time

    **Financial Crime Executive** Bibby Financial Services have an exciting opportunity available for a reliable **Financial Crime Executive **to join our team based in Leicester on a hybrid basis. You will join us on a **full time, permanent basis **and in return, you will receive a **competitive salary plus benefits.** We’ve supported small and...


  • Leicester, United Kingdom Brevere Group Full time

    **Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to...


  • Leicester, United Kingdom Brevere Group Full time

    **Are you an experienced wealth administrator, looking for a new senior role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and...

  • Id Executive

    1 month ago


    Leicester, United Kingdom Bibby Financial Services Full time

    **ID Executive** Bibby Financial Services have an exciting opportunity available for a reliable **ID Executive **to join our team based at one of our offices in** Manchester, Leicester or Basingstoke **on a hybrid basis. You will join us on a **full time, permanent basis **and in return, you will receive a **competitive salary of £22,000 - £24,000 per...

  • Relationship Manager

    1 month ago


    Leicester, United Kingdom Bibby Financial Services Full time

    **Relationship Manager -12 Month Fixed Term Contract (Maternity Cover)** Bibby Financial Services have an exciting opportunity available for a reliable **Relationship Manager **to join our team on a **remote basis.** You will join us on a**full time**, **12 Month Fixed Term Contract,**basis and in return, you will receive a **competitive salary of £40,000...


  • Leicester, United Kingdom Select Full time

    Are you someone with a keen eye for detail and a passion for efficient processes? Do you thrive in a dynamic environment where adaptability and initiative are valued? If so, we have an exciting opportunity for you as a Service Contracts Administrator based in Leicester.As a Service Contracts Administrator, you'll play a crucial role in the end-to-end...


  • Leicester, United Kingdom Paul Mitchell Associates Full time

    Pension database administrator ⦁ Hours – Full Time (37.5 hours per week Monday – Friday) ⦁ Flexible working (upon successful completion of the probationary period) ⦁ Company Pension, Free Parking, Social Events Our client a technology business within the financial sector who in recent years have gone through fantastic growth provide integrated...

  • Client Auditor

    1 month ago


    Leicester, United Kingdom Bibby Financial Services Full time

    **Client Auditor** Bibby Financial Services have an exciting opportunity available for a reliable **Client Auditor **to join our team on a **remote basis** with frequent travel. You will join us on a **full time, permanent** basis and in return, you will receive a **competitive salary of £40,000 per annum, plus benefits.** We’ve supported small and...

  • Credit Controller

    3 days ago


    Leicester, United Kingdom Bibby Financial Services Full time

    Credit Controller – Hybrid Remote (Leicester 3 days a week) - £23,660.00 + Benefits Alex got promoted. Could you? Alex used to be a Credit Controller, but they’ve just been promoted. Their story is proof that most vacancies here are filled from within – which means this could not only be your next job, but the one after that as well. If you’ve held...


  • Leicester, United Kingdom Evans Paraplanning Full time

    We are a dynamic and fast-growing financial planning paraplanning firm seeking a highly motivated and efficient Paraplanning Administrator to join our team. Job Responsibilities: - Provide administrative support to financial advisors and paraplanners - Manage client files and ensure they are up-to-date - Liaise with product providers and other third-party...


  • Leicester, United Kingdom Mattioli Woods Full time

    We are currently recruiting for a Graduate Financial Services Administrator to join our team in Leicester on a permanent basis.This role is office based with the occasional day/days working from home, as agreed with your line manager. As a Graduate Financial Services Administrator, the successful applicant will be responsible for managing and administering...

  • Payroll Administrator

    4 weeks ago


    Leicester, United Kingdom Priory Central Services Full time

    We have an exciting opportunity for a Payroll Administrator to join the team and support our growing business. Reporting to the Senior Payroll Administrator, the Payroll Administrator will be responsible for delivering payroll services to colleagues within our organisation, working as part of a team to ensure timely and accurate delivery of all...


  • Leicester, United Kingdom Evans Paraplanning Full time

    We are a dynamic and fast-growing financial planning paraplanning firm seeking a highly motivated and efficient Paraplanning Administrator to join our team. Job Responsibilities: - Provide administrative support to financial advisors and paraplanners - Manage client files and ensure they are up-to-date - Liaise with product providers and other third-party...

  • Ifa Administrator

    2 days ago


    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £23000 - £28000 27/02/2023 NJR13601 DESCRIPTION IFA Administrator **Salary**: 23,000 - 28,000 depending on experience Location: Leicester Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments,...

  • Ifa Administrator

    2 days ago


    Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £23000 - £28000 24/04/2023 NJR13601 DESCRIPTION IFA Administrator **Salary**: 23,000 - 28,000 depending on experience Location: Leicester Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments,...

  • Credit Controller

    1 month ago


    Leicester, United Kingdom Bibby Financial Services Full time

    **Credit Controller** Bibby Financial Services have an exciting opportunity available for a thorough **Credit Controller** to join our team in **Leicester **(hybrid working). You will join us on a **full time, permanent** basis and in return, you will receive a competitive salary of **£23,460 per annum, plus benefits.** We’ve supported small and...

  • Ifa Administrator

    3 days ago


    Leicester, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **Salary: £23,000 - £28,000 depending on experience** **Location: Leicester** Our client is a well-established family oriented Financial Advice Firm based in Leicester who specialise in the management of pensions, investments, Mortgages and Protection who are now looking to expand and add an administrator to the team! Purpose of...

  • Financial Advisor

    2 days ago


    Leicester, United Kingdom St. James's Place Full time

    Are you an ambitious professional looking to progress your career? Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making...

  • Ifa Administrator

    1 month ago


    Leicester, United Kingdom Clever-HR Full time

    Our client is a well-established Financial Services business based in the East Midlands. The company seek an IFA Administrator to join the firm, where you will get a competitive salary, employee benefits and the opportunity to further develop your careerwithin the Financial Planning industry. As IFA Administrator, you will undertake the following tasks: -...

  • Service Administrator

    1 month ago


    Leicester, United Kingdom Tomra Full time

    Company Description **About TOMRA**: TOMRA Food is a multinational organization and a leading provider of sensor-based sorting, peeling and integrated post-harvest solution for the food industries. Transforming global food production to maximize food safety and minimize food loss by making sure **Every Resource Counts**, has been our strength for over 50...