Administrator - Financial Services
3 weeks ago
An exciting opportunity has just been created for an administrator to join a national professional services firm at their South Tyneside location.
Experience of working in financial services is preferred, but administrators from other industries will be considered.
**Role Summary**
**General Administration**:
- supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
**Post handling**:
- opening post, scanning and distributing as required.
**Valuations**:
- using back-office and online systems to provide periodic valuations for clients.
**Liaising with Providers**:
- various activities including valuations, new business, information and general administration.
**Back Office systems**:
- using a range of office systems to support the business and client records.
**Record Keeping**:
- ensuring that client records are kept up to date.
**Annual Reviews** - support to Advisers and Paraplanners in preparing client annual reviews.
**Filing**:
- electronic and paper files maintained correctly.
**New Investments/Pensions**:
**New Insurance Policies**:
**Withdrawals**:
- processing paper and electronic withdrawal instructions and updating records.
**Compliance**:
- adherence to compliance guidelines.
**Fee reconciliation**:
- checking that fee payments due are received and allocating appropriately.
**Client meetings** - greeting clients, providing refreshments and supporting Advisers as required.
**The Ideal Person**
- Financial Services administrative experience in a fast-paced business would be an advantage
- Proactive
- Attention to detail
- Flexible
- Good at building relationships
**Package**
- £Competitive
- 25 days’ holiday plus bank holidays
- Additional day holiday for your birthday
- Enhanced Maternity, Paternity & Adoption Policy
- Death in Service, 4 x salary
- Opportunity to purchase additional annual leave up to 5 days
- Auto enrolment - Royal London pension scheme - Employee 5%, Employer 4%
- Ride to Work Scheme
- Corporate Eye Care Scheme - Specsavers
-
Administrator - Financial Services
2 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeAn exciting opportunity has just been created for an administrator to join a national financial advisory firm at their South Tyneside location. Experience of working in financial services is preferred, but administrators from other industries will be considered. **KEY RESPONSIBILITIES AND ACCOUNTABILITIES** **General Administration**: - supporting...
-
Financial Services Administrator
2 weeks ago
Colchester Business Park, United Kingdom Virtual PA Services Full time**Financial Services Administrator/Personal Assistant** A high demand for support services in the financial industry has resulted in the continued growth and expansion of Virtual PA Services, a well-established and highly regarded Colchester based Personal Assistant organisation, who are currently recruitinga full-time Financial Services Administrator/PA to...
-
Administrator - Human Resources Department
3 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeAn experienced Administrator is required for an initial 14-month contract in the HR Department of a national financial services business. **Overview** - Manage the centralised mailbox and answer the phones on behalf of the HR team. - Update and maintaining accurate staff records in the HR system through regular updates. - Ensure queries and requests into...
-
Financial Services Administrator
2 weeks ago
Meridian Business Park, United Kingdom North Oak Recruitment Ltd Full time**Financial Services Administrator** **Leicester (AL1171)** **Salary to c£23,000 dep on level of exp + benefits** My client is an established, National IFA and due to continued expansion within the Midlands Region, they are now looking to appoint an additional administrator to join their expanding team. **RESPONSIBILITIES** - Maintain regular contact...
-
Accounts Payable
2 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeA new opportunity has been created for an experienced Accounts Payable Assistant to join a national financial services firm at their offices in South Tyneside. **Role Summary** - Full responsibility for purchase ledger: - Processing purchase invoices - accurate coding and resolving approval issues - Reconciliation of supplier statements - Preparation of...
-
Marketing Manager
3 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeThe Role We have an opportunity for an enthusiastic and experienced Marketing Manager to join one of the UK’s leading financial services firms, at their South Tyneside location. Reporting to the Head of Marketing, the Marketing Manager will be responsible for the delivery of the event strategy and will support the wider marketing team with the...
-
Financial Planning Administrator
3 weeks ago
Birchwood Park, United Kingdom Exchange Street Claims & Financial Services Full timeWe aren't sure if you’re supposed to have favourite clients. But this financial advice business in Warrington is just that. And that’s because the things that people don’t get at work. The chance to develop, the opportunity to take exams, heck, have fun, are par for the course. And they’re par for the course because of the people you’ll work...
-
Trainee Paraplanner
2 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeDo you have an affinity with numbers and a genuine interest in developing a career within Financial Services? If so, the following opportunity could be the one for you... Our Client is a reputable, highly successful and award-winning national financial advisory firm. They have built an enviable business with their clear focus on quality and by looking...
-
Project Manager
2 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeAn exciting opportunity has been created for a multi tasking, process management professional with client relationship experience to join a large and growing national financial services firm at their offices in South Tyneside. **ABOUT THE ROLE** The Onboarding Executive will be a key member of the onboarding team responsible for managing relationships with...
-
Financial Services Administrator
7 months ago
Kinning Park, United Kingdom TribePost Full time**Benefits**: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee! We have remained at the forefront of Scottish commerce since...
-
Graphic Designer
2 weeks ago
Boldon Business Park, United Kingdom Robinson Financial Careers Full timeMy client is seeking an experienced and creative graphic designer to help them rise to market leader through strong visual design. The designer is responsible for all creative content across the business. This includes the firm websites, digital content, videos and animations, event materials and all marketing collateral. The role forms part of a creative...
-
Finance Administrator
2 weeks ago
Chester Business Park, United Kingdom Proactive Personnel Ltd Full time**Finance Administrator - Financial Services** **_My client is now recruiting for an experienced Administrator to join their Business due to growth. This position will be working in a friendly team to support the financial planners and paraplanners. This is a great opportunity to work for agrowing company, with the next step in your career in...
-
Protection Administrator
3 weeks ago
Tytherington Business Park, United Kingdom Independent Resourcing Consultancy Full timeIRC is delighted to be recruiting an experienced Administrator on behalf of our client, a well respected provider of financial protection advice in Macclesfield, Cheshire. You will be working in a small friendly team providing top quality administration support to the advisers and their clients. You will be a strong team player but also able to work...
-
Financial Accountant
2 weeks ago
Cobalt Business Park, United Kingdom Morrison Data Services Full time**A bit about the role**... Reporting to the Financial Controller, you will be responsible for helping the FC to manage the financial accounting and control across the Energy Division (in conjunction with Group Finance) **Who are we?** M Group Services Energy Division is proud to be one of the UK's largest utilities support organisations - and we’re still...
-
Customer Service Administrator
2 weeks ago
Birmingham Business Park, United Kingdom THE RECRUITMENT DUO Full timeRole: Customer Service Administrator Contract: Permanent **Salary**: £20,000 - £24,000 depending on experience Location: Birmingham business park and home working Hours: Full time We are working on behalf of our client who is seeking an experience Customer Service Advisor to join their existing team of 10 to further enhance their customer experience....
-
Customer Service Administrator
2 weeks ago
Cobalt Business Park, United Kingdom Newcastle Building Society Full timeAbout the Role Our award winning Customer Service Centre processes a large range of customer queries regarding savings accounts. Our Customer Service Administrators deliver first class customer care to new and existing customers and truly are at the heart of our operationat Newcastle Strategic Solutions. In the role of Customer Service Administrator...
-
Operations Administrator
2 weeks ago
Ermine Business Park, United Kingdom Point Recruitment Full timeOur prestigious client based in Huntingdon - Cambridgeshire is looking for an Operations Administrator to join their team immediately The Operations Administrator will be responsible for: - Providing administrative support to the departments within the operations function. - Updating spreadsheets, databases, and inventories with statistical, financial, and...
-
Customer Service Administrator
3 weeks ago
Colchester Business Park, United Kingdom Reed Business Support Full timeCustomer Service Assistants please read on - . If you have experience working within Customer Services or Administration, I have the job for you!!!! I am recruiting a Customer Services Assistant for my well renowned client based in Colchester. My client is extremely busy at present, hence their requirementfor a new team member!! - Dealing with customer...
-
Clinical Service Administrator
3 weeks ago
Stroudwater Business Park, United Kingdom Anderson Recruitment Ltd Full timeOur well established, successful and expanding client based in Stonehouse are currently recruiting for a permanent Service Administrator to join the team. This is an office-based role. **Responsibilities**: - Administer Service Centre inbox; processing orders and answering queries when necessary and take responsibility for picking, packing and dispatching...
-
Customer Service Administrator
2 weeks ago
Roundswell Business Park, United Kingdom Jackson Hogg Full timeI am currently looking for a Customer Service Administrator to join an exciting global company and work with a team that believes success is measured by more than the bottom line, where you’ll find opportunities to achieve your goals, contribute to the livesof others, and build a brighter, smarter future, together! **KEY RESPONSIBILITIES**: - Quotation...