Financial Services Administrator

3 weeks ago


Sevenoaks, United Kingdom First Recruitment Services Limited Full time

Permanent: Financial Services Advisor
- £26,000 - £30,000
- Sevenoaks Outskirts
- Monday - Friday
- 9-5pm
- Flexible working 2/3 days per week

Our client, based on the outskirts of Sevenoaks are seeking a Financial Services Administrator to join their team on a permanent basis.

Duties will include:

- Supporting the Paraplanner & Advisor in compiling recommendation reports.
- Preparation of meeting packs for the Financial Adviser
- Liaising with Admin team to progress to successful completion of recommendations
- Review client investment portfolio, asset allocation, risk profile
- Deal with client queries
- Support admin team with technical queries

Required experience:

- Previous Administrative experience within Financial Services being advantageous
- High level of analytical capability
- Strong communication and interpersonal skills
- Excellent written communication skills
- Self-starter who will hit the ground running and is used to working under their own initiative
- Manage own workload effectively

Own transport is required due to company location. Parking available onsite.

*First Recruitment Services are acting as an employment agency in relation to this vacancy



  • Sevenoaks, Kent, United Kingdom KHR Recruitment Specialists Full time

    KHR Recruitment Specialists is seeking a highly skilled Administrative Assistant - Financial Services to join their team near Kemsing. As an integral part of our finance department, you will play a key role in handling incoming calls and inquiries, providing prompt assistance via phone or email.Working hours: Monday to Friday, 8am to 5:30pm. The annual...

  • Financial Services

    7 months ago


    Sevenoaks, United Kingdom TN Recruits Full time

    **Looking for a fun team environment?** Join a vibrant team as an Administrator at a leading financial services firm in Westerham. We're on the lookout for a motivated individual to support their team and ensure smooth office operations. - **Role**: Administrator - **Salary**: Up to £25,000 - **Hours**: Monday - Friday, 9-5PM - **Holiday Entitlement**: 24+...


  • Sevenoaks, United Kingdom GCB Recruitment Full time

    Are you a Financial Planning Administrator looking to work for a fast-growing and award-winning firm? My clients have been operating in the industry for over 15 years and are trusted, well-known Firms. They are a family-run company that has become one ofthe largest in East Anglia and the Southeast. The business is rapidly expanding, and they are looking for...


  • Sevenoaks, Kent, United Kingdom KHR - Recruitment Specialists Full time

    Finance Administrator OpportunityEarn a competitive salary of £30,000 - £36,000 per annum in Kemsing, Kent.The role involves managing the purchase ledger, processing financial transactions accurately and timely. You will also provide exceptional customer service by handling incoming inquiries and coordinating engineer and surveyor visits.Purchase Ledger...


  • Sevenoaks, Kent, United Kingdom KHR - Recruitment Specialists Full time

    We are seeking a highly skilled Financial Administrator Expert to join our team near Kemsing, Kent. This is a full-time position with a salary of £28,000pa - £34,000pa.About the RoleThis role involves managing the purchase ledger and ensuring accurate and timely processing of financial transactions.You will also contribute to the company's commitment to...


  • Sevenoaks, United Kingdom Acorn insurance & Financial Services LTD Full time

    We are looking for a Rentals Agent - administrator to join our busy and dynamic team. As the Rentals Agent - administrator you will deal directly with inbound customer queries, both service and sales related. To ensure success you should have some experiencein a sales environment and advanced administrative skills as the role includes a variety of...


  • Sevenoaks, Kent, United Kingdom Austin Fraser Full time

    Company OverviewA leading national financial services brand is expanding rapidly and seeking a highly skilled Financial Planning Administrator to join their prestigious regional office. This exciting opportunity offers a generous salary, excellent benefits, and a professional working culture.


  • Sevenoaks, Kent, United Kingdom Insight Select Full time

    Job OverviewWe are seeking a skilled Financial Administrator to join our team at Insight Select on a temporary to permanent basis.Key ResponsibilitiesManage and post all supplier invoices to the ledger in a timely manner.RequirementsStrong expertise in Purchase Ledger and general finance principles.What We OfferA competitive salary range of £12.50ph -...


  • Sevenoaks, Kent, United Kingdom KHR Recruitment Specialists Full time

    KHR Recruitment Specialists is collaborating with a respected family-owned systems provider. This company is seeking a skilled Finance Administrator to join their dedicated team near Kemsing.Job SummaryThe successful candidate will play a crucial role in supporting financial operations. Your primary focus will be on managing the purchase ledger and ensuring...


  • Sevenoaks, Kent, United Kingdom Austin Fraser Full time

    Austin Fraser is expanding its prestigious regional office, seeking a skilled Financial Planning Administrator to support the growth of its national client base.Job OverviewThis is an exceptional opportunity for an experienced individual to join our team and contribute to delivering sophisticated financial planning solutions. As a key member of our...


  • Sevenoaks, Kent, United Kingdom KHR - Recruitment Specialists Full time

    Administrative Assistant - Finance DepartmentWe are seeking an organised and efficient individual to join our finance department as an administrative assistant. This temporary role offers the opportunity to gain experience and develop skills in finance and administration.The ideal candidate will possess excellent communication skills, be computer literate,...


  • Sevenoaks, Kent, United Kingdom Austin Fraser Full time

    Austin Fraser is a leading national brand in the financial services sector, undergoing rapid expansion to become one of the top brands in the industry.We are seeking a highly skilled Financial Planning Administrator who can provide exceptional support to our Financial Planners. The ideal candidate will have experience in administrative roles and be able to...


  • Sevenoaks, Kent, United Kingdom Capio Recruitment Full time

    Job Title: Financial Planning Services CoordinatorSalary Range: £30,000 - £32,000 per annumLocation: Sevenoaks DistrictWe are seeking a highly skilled and experienced Financial Planning Services Coordinator to join our dynamic team in Sevenoaks. As a key member of our financial planning firm, you will be responsible for building strong relationships with...

  • Service Administrator

    3 weeks ago


    Sevenoaks, United Kingdom Reed Business Support Full time

    Reed Business Support are currently working exclusively with a national brand for our Kent based client in securing them a Service Administrator. The ideal Service Administrator would need to be able to demonstrate relevant experience with the below duties: Service Administrator duties: - Creating and issuing quotes, following up as necessary - Ordering...


  • Sevenoaks, United Kingdom Recruitment Solutions Full time

    My client is looking for a Financial Administrator/PA to support their rapidly expanding business. They have been established in the industry for over 15 years and are a trusted, well-known family run firm, that has now become one of the largest in East Anglia and the South East. There is also the opportunity to develop/continue a long-term career within...

  • Service Administrator

    3 weeks ago


    Sevenoaks, United Kingdom Hays Specialist Recruitment Limited Full time

    Highly reputable brand looking for a detail focussed full-time Service Administrator North of Sevenoaks. **Your new company**Strong brand recognition and market leader, a Global company they are the UK's largest supplier in their chosen field. **Your new role**As the companies service administrator you will work in a small, highly efficient team ensuring...


  • Sevenoaks, United Kingdom Rise Technical Recruitment Limited Full time

    Service Desk Administrator Sevenoaks, Kent 6-Month Fixed-Term Contract Days - 08:00 - 17:00 (Mon - Fri) £25,000 - £28,000 per annum Are you someone with a background in administration/call handling who has a confident telephone manner and is computer literate, looking for your next days-based, long-term, fixed-term contract position? My client are a...

  • Finance Administrator

    4 weeks ago


    Sevenoaks, United Kingdom Office Angels Full time

    Job Title: Finance Administrator Location: Sevenoaks Pay: Up to £575 per week Contract Details: Temp to perm opportunity!40 hours per week Overview: We are currently seeking a detail-oriented and experienced Finance Administrator to join a dynamic team in Sevenoaks.If you have prior experience with Construction Industry Scheme, strong proficiency in...


  • Sevenoaks, Kent, United Kingdom KHR - Recruitment Specialists Full time

    Job Overview:KHR - Recruitment Specialists is seeking a skilled Financial Administrator to join their dedicated team. As a key member of the finance department, you will play a crucial role in supporting financial operations.The successful candidate will manage the purchase ledger, ensuring accurate and timely processing of financial transactions....


  • Sevenoaks, United Kingdom KIMS Hospital Full time

    **Customer Service Administrator - Part Time Location**: Sevenoaks Contract: Permanent, 15 hours per week Salary: £9,000 per annum (£22,500 Full Time Equivalent) Shift Times: Shift rotation between the hours of 8.00am and 8.00pm Benefits: Free staff parking, 33 days annual leave (pro rata), Private Medical Ins, Life Assurance KIMS Hospital is the largest...