Financial Services Administrator
2 months ago
Our client is offering an excellent 'entry level’ role for individuals seeking a long term career in wealth management. They are looking for either a recent graduate in finance (or a degree in a finance or economics or similar discipline) seeking a graduateposition or someone with a level of experience of handling financial services administration. Applicants will also be proficient in the use of MS Excel as you will be expected to produce complex spreadsheets that track, monitor and report on complex financialservices, payments and balances.
The employer in question operates a close knit, localised team from their recently renovated offices in Bath, but also has the benefit of being able to offer long term development, support and training from their larger corporate training team based at headoffice.
As an Investments Administrator you will be expected to carry out the following:
- Maintaining and developing the company’s core investment fund panels
- Constructing simple and complex spreadsheets that will support the quantitative requirements of the fund panels
- Constructing simple and complex spreadsheets that will support the discretionary model portfolio service
- Assisting with the provision of data, numerical and graphic, that will be used in regular updates and reporting
- Working with external research companies, product providers for collating regular and ad-hoc information requests
- Assisting in the administration of the Investment Proposition across multiple investment platforms
- Producing and maintaining process documents for role responsibilities
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Customer Service Administrator
33 minutes ago
Bath, United Kingdom Novia Financial Full timeCustomer Services Administrator **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £21,680 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but...
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Administrator - Financial Services
2 weeks ago
Bath, United Kingdom MB Fitzgerald Full timeWe are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK. They are now seeking to recruit an Administrator who can join one of their growing...
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Administrator - Financial Services
2 weeks ago
Bath, United Kingdom mbf. Full timeWe are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and officesacross the UK. They are now seeking to recruit an Administrator who can join one of their growing...
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Head of Client Services Administration
1 week ago
Bath, United Kingdom Novia Financial Full time**About us** We’re an award-winning financial technology company based in the heart of beautiful Bath. We provide Financial Advisers with the technology, trading capabilities and service to help deliver great customer outcomes to their clients. We’re determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management...
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Financial Services Administrator
2 minutes ago
Bath, United Kingdom Idex Full timeAre you looking to join a firm that can offer you support, development and flexibility with hybrid working? The financial services administrator will primarily assist in the pre and post sales administration process supporting the Paraplanners and financial planners within the firm. This role offers a discretionary bonus, career progression, exam support and...
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Financial Services Administrator/support
1 week ago
Bath, Somerset, United Kingdom CleverHR Full timeA great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full training will be provided and this is an office-based role Financial Services Administrator -...
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Financial Services Administrator
3 weeks ago
Bath, United Kingdom mbf. Full timeMbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working...
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Customer Services Admin
1 week ago
Bath, United Kingdom Novia Financial Full timeCustomer Services Admin **Reports to: Team Leader** **Main Location: Bath hybrid working 2 days in office 3 days at home** **Salary: £21,255 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being...
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Customer Service Admin
1 week ago
Bath, United Kingdom Novia Financial Full timeAre you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well? **Working hours are Monday-Friday 8.30am-5pm and this is for a 9 month FTC.** **About us** We’re Novia. An...
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Customer Service Admin
6 days ago
Bath, United Kingdom Novia Financial Full timeAre you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well? **Working hours are Monday-Friday 8.30am-5pm**.** **About us** We’re Novia. An award-winning financial...
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Financial Planning Administrator
3 days ago
Bath, United Kingdom Recruit UK Full time**Job Title**: Administrator **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely with...
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Financial Planning Administrator
2 days ago
Bath, United Kingdom Recruit UK Full time**Job Title**: Administrator **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely with...
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Financial Administrator
2 weeks ago
Bath, United Kingdom Bupa Full timeFinancial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: SHO00GU Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status : On site Salary Amount : £25,350 - £31,044 ** Description**:** Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary:...
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Financial Administrator
18 hours ago
Bath, United Kingdom Bupa Full timeFinancial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: SHO00H4 Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status : On site Salary Amount : £24,960 - £32,448 ** Description**:** Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary:...
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Graduate Financial Administrator
2 weeks ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIndustry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London. If you are looking...
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Graduate Financial Administrator
1 week ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIndustry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London. If you are looking...
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Graduate Financial Administrator
2 weeks ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIf the following job requirements and experience match your skills, please ensure you apply promptly.Industry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to...
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Graduate Financial Administrator
5 days ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIf the following job requirements and experience match your skills, please ensure you apply promptly.Industry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to...
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Graduate Financial Administrator
2 weeks ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIndustry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London. If you are looking...
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Graduate Financial Administrator
2 weeks ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Graduate Financial AdministratorIndustry: Financial ServicesLocation: BathSalary: Up to £23,000Job Ref: 9060Job Description: Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London. If you are looking...