Administrator - Financial Services

2 weeks ago


Pontefract, United Kingdom Oakworth Financial Planning Ltd Full time

Pontefract based financial planning firm are looking for an experienced Financial Services Administrator to join the existing support team and provide exceptional support to the Advisers. You will benefit from a generous starting salary, working with a business who actively promote staff development.

If successful you will be expected to;
Maintain client records : Updating the firm's database
Request and chase provider information
Produce portfolio reports
Prepare client review packs
Produce review letters
Organise encashments
Client liaison
Processing incoming and outgoing post
Completing Business submission forms
Support the IFA with day to day administrative tasks
Maintain office supplies

Previous experience of working in a Financial Services environment would be desirable but not vital as full training will be given. Previous experience in an administrative role essential, along with proficient IT skills.

**Job Types**: Full-time, Contract

**Salary**: Subject to experience

Pay: £20,000.00-£25,000.00 per year

**Benefits**:

- Company pension
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- office administration: 3 years (preferred)

**Language**:

- English (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Application deadline: 17/04/2023



  • Pontefract, United Kingdom Oakworth Financial Planning Ltd Full time

    Pontefract based financial planning firm are looking for an experienced Financial Services Administrator to join the existing support team and provide exceptional support to the Advisers. You will benefit from a generous starting salary, working with a business who actively promote staff development. If successful you will be expected to; Maintain client...


  • Pontefract, United Kingdom Staff 365 Recruitment Services Full time

    Staff365 are looking to recruit a HR Administrator/Co-Ordinator for our client based in Pontefract, West Yorkshire **Location**: Pontefract, West Yorkshire **Contract**: Temporary to perm/perm **Start date**: ASAP **Rate of Pay**: £10.50-£12.00 per hour **Hours**: 8.30am - 5pm Monday to Friday **Job Duties**: HR Admin Co-Ordinating training of new...


  • Pontefract, United Kingdom THE BISHOP KONSTANT CATHOLIC ACADEMY TRUST Full time

    **Senior Administrative Officer - St Joseph’s Catholic Primary School, Pontefract** **Salary details**: G6 FTE salary - £24,496 - £26,845 SCP 12 - 18 (Term Time Only salary, plus inset days £21,234.28 - £23,270.51) **Contract Type**: Permanent **Hours Per Week**: 37 hours per week, Monday - Thursday 8:00am - 4:00pm, Friday 8:30 am - 4:00...


  • Pontefract, United Kingdom Superdrug Full time

    **Why Superdrug **Passionate about Beauty and Health? Want to be part of an innovative, trend-setting retailer? Our vibrant Head Office, based by East Croydon station is a fantastic environment filled with hundreds of brilliant personalities. We’re a team that puts our customers and our teams at the heart of everything we do. At Superdrug, we aim to be the...


  • Pontefract, United Kingdom Maris Logistics Ltd Full time

    We are looking for an experienced Transport Admin Clerk to join our growing Transport and Warehousing business - based in our new modern premises in South Kirby. The role reports into our Transport Planning Manager and is office - based on a 08:00- 16:00 shift. We are offering a competitive salary banding of between £21,500- £25,000 per annum (depending...


  • Pontefract, United Kingdom Phoenix Health Solutions Ltd Full time

    **Job Title: Medical Reception/Administration** **Hours: To be discussed on interview - Sundays will be a permanent day with a 6pm finish.** **Reports to: Line Manager** **Experience: Desirable but not essential as full training will be given** **System one & ERS experience preferred** **Job Purpose**: To provide clerical support. To ensure the...


  • Pontefract, United Kingdom Sewell Wallis Full time

    Sewell Wallis are currently recruiting for a Senior Finance Analyst to join a well known brand on the outskirts of Pontefract. Our client is looking for an ambitious qualified Accountant with a strong financial analysis background and this role will offer ongoing progression opportunities. Reporting to the Senior Finance Manager you will be working as part...

  • Team Coordinator

    2 weeks ago


    Pontefract, United Kingdom Reed Business Support Full time

    Fantastic opportunity to work for a company who have some ambitious plans for the future, and in order to deliver, they are looking for an enthusiastic Engagement Team Coordinator to join their team to help them bring their vision to life. This role is offered on a temporary to permanent basis with a view to an immediate start (after initial interviewing...

  • Finance Assistant

    Found in: beBee jobs GB - 1 week ago


    Pontefract, Wakefield, United Kingdom Tait Technologies UK Ltd Full time

    TAIT Towers is the Market Leader in designing, constructing and delivering world-class solutions for live experiences.Whether it's creating awe-inspiring spectaculars, complex touring stages, theatre engineering solutions, brand activations or cruise ship installations, TAIT delivers world-class solutions for live experiences. With its proprietary...

  • IT Systems

    1 week ago


    Pontefract, United Kingdom IT Talent Solutions Ltd Full time

    IT Systems / Network Engineer needed for an exciting opportunity to join my clients growing team. This is a challenging but rewarding position with significant opportunity for personal development. Full-time (Monday through Friday, 8.30am to 5pm), in office position. I am looking for a Systems and Network Engineer to join the support department in a...

  • Exams Officer

    1 week ago


    Pontefract, United Kingdom New Collaborative Learning Trust Full time

    **Location**: New College Pontefract **Contract Type**: Full time, 37 hours per week (40 weeks per year may be considered) **Contract Term**: Permanent **Dates** **Closing Date**: Sunday 19th March **Start Date**: As Soon As Possible **About this Opportunity** **_An exciting opportunity to join an outstanding team and be at the forefront of our...


  • Pontefract, United Kingdom Pyramid8 Full time

    My client; voted Best Place to Work 2024, is currently recruiting for a conveyancing assistant to join their busy property team on a full-time basis. The role is very client focused and the successful candidate will pride themselves on delivering a professional, helpful and friendly service. Experience in conveyancing is essential, specifically sales and...

  • Cook

    7 days ago


    Pontefract, United Kingdom Brewster Partners Recruitment Group Full time

    **The Company** Brewster Partners Charity and Not for Profit are currently recruiting for a Cook on a part time basis for a health and social care charity based in Pontefract. This is a part time, permanent role. **The Role** This is a part time (25 hours per week), permanent role, based on site. Within this role you will take responsibility for ensuring...

  • Conveyancing Assistant

    Found in: Whatjobs ES C2 - 7 days ago


    Pontefract, United Kingdom Pyramid8 Full time

    My client; voted Best Place to Work 2024, is currently recruiting for a conveyancing assistant to join their busy property team on a full-time basis. The role is very client focused and the successful candidate will pride themselves on delivering a professional, helpful and friendly service.Experience in conveyancing is essential, specifically sales and...


  • Pontefract, United Kingdom TUI Group Full time

    Pontefract, United Kingdom- - 126042- - Onsite- - Apprentice- - Part Time- - 30Joining TUI Retail as an Apprentice Travel Advisor at our **Pontefract **shop will provide you valuable insight into the world of Travel. Our two-year Apprenticeship Scheme is structured to develop you to put customers at the heart of our business by creating unforgettable holiday...

  • District Nurse

    Found in: Talent UK C2 - 3 weeks ago


    Pontefract, United Kingdom Mid Yorkshire Teaching NHS Trust Full time

    Job summary Are you a Qualified District Nurse looking for a new challenge? Are you caring, ambitious, forward thinking & values driven? Are you passionate aboutdelivering safe, effective and compassionate care to patients in the place theycall home? We are looking for dynamic, passionate, and committedDistrict Nurses with experience of...


  • Pontefract, West Yorkshire, United Kingdom Polaris Community Full time

    Residential Children's Services Deputy Manager At Dove Adolescent Services we support young people within our care to develop emotional resilience to achieve their full potential in all areas of their lives. The underpinning ethos within our homes is of fostering appropriate relationships with young people and their significant others, to support them...


  • Pontefract, West Yorkshire, United Kingdom Polaris Full time

    Contract Type : Full-time, permanent At Dove Adolescent Services we support young people within our care to develop emotional resilience to achieve their full potential in all areas of their lives. The underpinning ethos within our homes is of fostering appropriate relationships with young people and their significant others, to support them within their...

  • Practice Nurse

    Found in: Talent UK C2 - 1 week ago


    Pontefract, United Kingdom Station Lane Medical Centre Full time

    Job summary Station Lane Medical Centre is a well established practice with a list size of approx 7,800 patients. We are a hardworking, rapidly moving, pro-active, high achieving Practice in Featherstone, Pontefract. We are looking to recruit a Practice Nurse to join our busy and friendly team here at Station Lane Medical Centre. We would welcome...


  • Pontefract, West Yorkshire, United Kingdom Polaris Community Full time

    Residential Children's Services Deputy Manager At Dove Adolescent Services we support young people within our care to develop emotional resilience to achieve their full potential in all areas of their lives. The underpinning ethos within our homes is of fostering appropriate relationships with young people and their significant others, to support them...